Booking Performance Report (Reference)

Article Details

Summary

The Booking Performance Report shows how often selected additional services are added to a reservation type. It also shows how often a selected add-on is added to an additional service type.

Use it to see how additional services on single and multi-day reservations, and service options on additional services, have performed. Additional services raise the average ticket price and are an easy way to earn more while the pet is already there. Tracking them helps you watch your upsell ratio and coach staff to upsell. You can use the history to plan future performance.

Gingr partners with Joe Zuccarello, owner of Paragon Dog Grooming and a business management expert for pet care businesses. He can help you use this report, set performance goals, and reach them. To learn more, select Talk to an Expert at the top of the report or visit our page about this partnership.

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 » Booking Performance Report.

Helpful Hints

  • You need the Can View Financial Reports permission. See User Access and Permissions.
  • The report is for past data. Choose dates in the past or today only. You cannot use it directly to forecast.
  • You can select one or many Booking Categories, additional services, and service add-on types.
  • You run the report for one location at a time.

Report Parameters

Report parameters form with date and service options.

Parameter Description
From Date The start date. It must be a past or current date. Gingr includes a reservation if any part of it overlaps the date range.
To The end date. It must be a past or current date.
Location The location to run the report for, one at a time.
Booking Types Optional. Choose the Booking Categories to see. You set these up at Admin » Reservation Types and Services Configuration » Manage Categories. See Update Booking Categories. If you select none, the report runs for all categories.
Additional Services Optional. Choose the additional services and service add-ons to run the report for. If you select none, it runs for all services.
Export to Excel? Check this box to export the results to Excel.

Report Output

Service Attachment by Booking Type

This section shows how often a reservation type has an additional service attached.

Service bookings by type and percentage table.

Output Description
Reservation Type Each reservation type in the Booking Category shows on its own line.
Service Each additional service performed for the reservation type gets its own line.
# of Bookings The number of times the service was attached to the reservation type. Select the number to open a pop-up that lists all reservations in the total. It includes links to the Reservation Details page and Animal Profile, plus the start date, end date, creation date, and appointment type.
% How often the additional service was attached to the reservation type.

Add-on Attachment by Service Type

This section shows how often a selected service add-on was attached to a reservation type.

Table of grooming service add-ons and bookings.

Output Description
Additional Service Type Each selected additional service type shows on its own line.
Add-ons Each service add-on performed for the service type gets its own line.
# of Bookings The number of times the add-on was attached to the additional service type.
% How often the add-on was attached to the additional service type.

Export and Print the Report

To export a CSV file, check Export to Excel? in the report parameters. Then select the blue Generate Report! button. After you generate the report, select the green Print PDF button at the bottom of the report parameters.

Report parameters with export options.

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