Article Details
Summary
Use this report to see the number of reservations within a date range.
What this does
The Reservations by Date Range report is a flexible reporting tool. It shows past, current, and future reservations your business has had in the date range you set. Use the report parameters to get a breakdown of daycare or boarding reservations, or of canceled or waitlisted reservations.
Reporting & Location Access
Reports in Gingr use location-based reporting. Results are calculated based on the locations selected in the report. Each report's location label determines how results are calculated.
Available locations are limited to your Allowed Locations. If a location does not appear as an option, check your location access before you run the report.
Helpful Hints
- Use the Reservation Types report parameter to run the report for your business operations, such as daycare or boarding.
- Select any top-level parameter to sort the report. Select once to sort in ascending order. Select again to sort in descending order, based on the column you chose.
- Use this report to add customers to your marketing campaigns, especially targeted campaigns for certain business operations.
Where to find it
Go to Book Icon » Reports » Reservations by Date Range.
Report Parameters
| Parameter | Description |
| From | Choose a starting date and time to see reservation data from that date and time. |
| To | Choose an ending date and time to see reservation data up to that date and time. |
| Reservation Types | Select any reservation types you want to see data for within the date range. |
| Include Canceled Reservations? | Select this option to include reservations that were canceled. |
| Only Show Waitlisted Reservations? | Select this option to include only reservations that were waitlisted. |
| Export to Excel? | Select this option to export and download the report's data to an Excel file. |
Helpful Hints
- To: To include reservations made for the future, choose a date later than today.
- Reservation Types: You can include reservations visible to customers and "Business Only" reservation types.
- Only Show Waitlisted Reservations?: This option does not show any reservations other than those on the waitlist.
Report Output
Totals
This section shows the total number of reservations per reservation type in the date range you selected.
Results
This section shows all reservations in the date range you selected.
| Column Header | Description |
| Actions | Use this button to take actions on that reservation, such as viewing the reservation details and editing the reservation. |
| Animals | Shows the animal's name and icons. Select the animal name to open the animal profile. |
| Owner | Shows the owner name and icons. Select the owner name to open the owner profile. |
| Start Date | Shows the scheduled start date of the reservation, if the reservation is in the future or has not been checked in. If the pet was checked in, shows the check-in stamp for the reservation. |
| End Date | Shows the scheduled end date of the reservation if the reservation is in the future or has not been checked out. If the pet was checked out, shows the check-out stamp for the reservation. |
| Type | Shows the reservation type. Select the type to open the reservation details page. |
| Lodging | Shows the first lodging or lodgings linked to the reservation. |
| Services | Shows any services attached to the reservation. Select the service to open the reservation details page. |
| Confirmed | A green checkmark shows if the reservation was confirmed. This happens when the Confirm for Customer box was checked while making or editing the reservation, or when the owner confirmed the reservation by email or SMS. |
| Canceled | A green checkmark shows if the reservation was canceled by the business or the customer. |
| Completed | A green checkmark shows if the reservation was checked out through the cart. |
| Waitlisted | A green checkmark shows if the reservation is on the waitlist. |
Export the Report
To get a PDF version of this report, generate the report. Then select the green Export to PDF button at the top of the report.
To export to a CSV file, check the Export to Excel? box in the report parameters at the top of the page.
Add Customers to Campaigns
Select the + Add to Campaign button at the top of the Totals section to include owners in a new campaign email or SMS.
Comments
0 comments
Article is closed for comments.