Introduction

The Deposits Report reflects reservations with deposits that were paid, consumed, refunded, and forfeited within the selected date range, even if the reservation dates are outside of the selected date range on the report.

The report also reflects outstanding deposits that were paid within the selected date range, but have yet to be checked out.

Reporting & Location Access

Reports in Gingr use location-based reporting. Results are calculated based on the locations selected in the report rather than displaying data for all locations by default. Each report indicates the type of location it uses, which determines 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 attributed

• Spend Location – Where the pet parent’s purchases and charges occurred

• Package Purchase Location – Where a package or subscription was purchased

• 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

Available locations in a report are determined by the user’s Allowed Locations. Users can only view and report on locations they are explicitly allowed to access. If a location does not appear as an option, verify the user’s Allowed Locations configuration before running the report.

Helpful Hints

• The Deposit Report should not be run for future dates, as the report is based off the payment date of a deposit.

Access and Run the Report

1. Navigate to Left-hand Navigation: Reports & More » Reports » Deposits.
   • You can also navigate to Left-hand Navigation: Reservations » Deposits to view all recent deposits.
      
2. Run the report by configuring the following report parameters to your needs:
   • From: Choose a starting date to view deposits that were paid, consumed, refunded, and forfeited within this date range.
      
   • To: Choose an ending date to view deposits that were paid, consumed, refunded, and forfeited within this date range.
      
   • Export to Excel: Select this option if you want to export the report’s results to an excel file.

Related Resources

• Reservation Deposits Topic Outline