Transactions by User Report (Reference)

Article Details

Introduction

This report provides a list of all invoices completed by a user during a specified time frame.

Reporting & Location Access

Reports in Gingr use location-based reporting. Results are calculated based on the locations selected in the report, and each report’s location label determines how results are calculated.

Available locations are limited to the user’s Allowed Locations. If a location does not appear as an option, verify the user’s location access before running the report.

Getting Started

To access the Transactions by User report, navigate to Book Icon » Reports » Transactions by User.

 

Report Parameters

Parameter Description
Choose a User Select which user to review from a drop-down list of all users in the instance.
From Select to view invoices that were completed on or after the selected date.
To Select to view invoices that were completed on or before the selected date.
Export to Excel? Check this box to export the report results to Excel.

 

Report Output

Report Output

Invoices table with dates and statuses.

Output Description
Invoice Clicking on the invoice ID redirects the page to the invoice.
Date This is the date attached to the reservation and invoice.
Owner The owner to which this invoice is linked.
Description This pulls from the no payment notes.
Payment Method  
Total  
Status Open invoices have outstanding balances or actions that need to be completed.

 

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.

Report parameters form with date fields.

 

Related Resources

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.