Article Details
Introduction
In Gingr, the Services by Date report is a very useful report to help you see exactly which services are scheduled within a given time range. From this report, you can also see to whom a service is assigned, and whether or not it has been completed.
Getting Started
Navigate to Left-hand Navigation: Reports & More » Reports » Services By Date(s) to run the Services by Date Report.
Report Parameters
| Setting | Description |
| From | Choose a starting date and time to see service data starting at this date and time. |
| To | Choose an ending date and time to see service data ending at this date and time. |
| Locations |
Select any locations you want to view service data for. |
|
Run Report By |
Choose between services and service add ons when generating this report. |
|
Choose User(s) |
Select this option if you want to include reservations that have been canceled. |
| Options | Choose to filter the report by "Services Attached to Reservations Within Date Range," OR "Services Scheduled Within Date Range." |
| Scheduled Within Date Range |
Select this option if you want to view services that are scheduled within the date range. |
| Include Address? | Select this option if you want to include the pet parent’s listed address in the report results. |
| Include Totals | Select this option if you want to view a table that summarizes the total services scheduled by type of service. |
| Export to Excel? | Select this option if you want to export and download the report’s data to an excel file. |
| Include Checked Out Reservations? |
Select this option if you want to include reservations that have already checked out in the report data. |
Helpful Hints
- Selecting multiple locations will combine service data into one report.
- Select any services/add ons for which you want to view data within the set date range, or select all services.
-
Choose User(s) is an optional field. Leave blank for a fully generated report.
- Select an option based on if you want to view any services/add ons that are attached to a reservation that falls wholly or partially within this date range.
- You can also print or export this report as a PDF by generating the report and clicking the green "Print to PDF" button below.
Report Output
If you check the "Totals?" box before generating the report, the Services by Date report will feature a totals box of the services or add-ons within the given date parameters like the one below:
Report Output
| Column | Description |
| Actions | Click the dropdown menu to either: View Appointment Card, Edit Reservation, Edit Service, or Delete. |
| Service | The service of the pet |
| Add Ons |
Add ons to a pet's reservation (if applicable) |
| Animal |
Pet whose service falls within the specified date range |
| Owner |
Animal's owner name |
| Address | Optional field. If the box was checked, this will generate the owner's address tied to their account. |
|
City/State/ZIP |
If the address field is active, this will populate the rest of the owner's address. |
|
Home Phone |
Owner's Home Phone contact information (if applicable) |
| Cell Phone | Owner's Cell Phone contact information (if applicable) |
| Type | The reservation type to which this service or add on is attached. |
| Lodging |
Where the pet was housed during this reservation (if applicable) |
| Start Date |
Beginning date of the corresponding reservation. |
| End Date |
End date of the corresponding reservation. |
Tips and Tricks
- You can click any of these table headings to organize by this field.
- We have added the ability to mark a service addon as complete, allowing you to indicate when an addon was completed on a reservation outside of an additional service. This can be done from the Services by Date report when running the report for Addons by clicking the checkbox in the
- Service Addons column:
- Appointment Card “Complete?” column:
- Dashboard Services modal:
- Service Addons column:
Export and Print the Report
To get a PDF version of this report, first, generate the report, and then click the green "Export to PDF" button at the top of the report.
If you'd like to export to a CSV file, check the box "Export to Excel?" in the report parameters at the top of the page.
Click the "+ Add to Campaign" button at the top of the Totals section to include owners in a new campaign email or SMS.
Related Resources
- Booking Performance Report Reference
- Reservations by Date Range Report Report Reference
- Retail Sales in Customer Portal 2.0 Topic Outline
- Reservations by Date Report Report Reference
- Services Pending Scheduling Report Report Reference
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