Summary

The Deposits Report shows reservations with deposits that were paid, used, refunded, or forfeited in the date range. It includes them even if the reservation dates fall outside the date range. It also shows outstanding deposits that were paid in the date range but are not yet checked out.

Reporting and Location Access

Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select. Each report shows the type of location it uses, which decides how results are calculated.

Common location types include:

• Booking Location: Where the reservation or appointment takes place.
• Invoice Location: Where revenue and financial activity are counted.
• Spend Location: Where the pet parent's purchases and charges happened.
• Package Purchase Location: Where a package or subscription was bought.
• Subscription Location: Where the subscription is enrolled.
• Transaction Location: Where the payment was processed.
• Pet Parent Home Location: The pet parent's assigned home location.

The user's Allowed Locations decide which locations are available in a report. If a location does not show as an option, check the user's Allowed Locations setup before you run the report.

Helpful Hints

Do not run the Deposits Report for future dates. The report is based on the payment date of a deposit.

Where to Find It

1. Go to Left-hand Navigation: Reports & More » Reports » Deposits. You can also go to Left-hand Navigation: Reservations » Deposits to see all recent deposits.
2. Set the report parameters:
   • From: Choose a start date to see deposits paid, used, refunded, and forfeited in this date range.
   • To: Choose an end date to see deposits paid, used, refunded, and forfeited in this date range.
   • Export to Excel: Select this to export the report results to an Excel file.

Related Articles

• Reservation Deposits Topic Outline
• How to Forfeit a Deposit How-To