Article Details
Summary
This report lists all invoices a user completed in a date range.
Reporting and Location Access
Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select. Each report's location label decides how results are calculated.
Available locations are limited to the user's Allowed Locations. If a location does not show as an option, check the user's location access before you run the report.
Where to Find It
Go to Book Icon » Reports » Transactions by User.
Report Parameters
| Parameter | Description |
| Choose a User | Select the user to review from a drop-down list of all users in the instance. |
| From | Select to see invoices completed on or after this date. |
| To | Select to see invoices completed on or before this date. |
| Export to Excel? | Check this box to export the report results to Excel. |
Report Output
| Output | Description |
| Invoice | Select the invoice ID to open the invoice. |
| Date | The date tied to the reservation and invoice. |
| Owner | The owner the invoice is linked to. |
| Description | Pulls from the no payment notes. |
| Payment Method | The payment method used. |
| Total | The invoice total. |
| Status | Open invoices have an outstanding balance or actions to complete. |
Export and Print the Report
To get a PDF, generate the report. Then select the green Export to PDF button at the top of the report. To export a CSV file, check Export to Excel? in the report parameters.
Related Articles
- Invoices Topic Outline
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