Article Details
Summary
This article lists the financial reports in Gingr. They cover sales, revenue, credit card processing, subscriptions, and packages.
Before You Begin
You'll need:
The user permission can view financial reports. Financial reports are restricted to users with this permission.
What this does
Find reports relating to sales, revenue, credit card processing, subscriptions, and packages here.
Location-Based Reporting
Reports in Gingr calculate results from the locations you select. They do not show data for all locations by default. This keeps reporting accurate for each location. It also matches report results to user access permissions.
Each report shows the type of location it uses, such as:
Booking Location: Filters results by the location where the reservation or appointment is scheduled to occur.
Invoice Location: Filters results by the location assigned to the invoice. This sets where revenue and financial activity are attributed.
Spend Location: Filters results by the location where the pet parent’s spend occurred. This includes purchases and charges tied to that location.
Package Purchase Location: Filters results by the location where a package or subscription was first purchased.
Subscription Location: Filters results by the location tied to the subscription enrollment.
Transaction Location: Filters results by the location where the payment transaction was processed.
Pet Parent Home Location: Filters results by the pet parent’s assigned home location in their profile.
The location label shown in the report decides how Gingr calculates results.
Allowed Locations Dependency
A user’s Allowed Locations decide which locations appear in a report’s location selector. Users cannot view or report on locations they are not allowed to access.
If a location does not appear as an option in a report, check the user’s Allowed Locations setup.
Comments
0 comments
Article is closed for comments.