Facilities Reports (Topic Outline)

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Summary

This article explains where you find your operations, reservations, and services reports in Gingr. It also explains how location-based reporting works.

What this does

All of your reports relating to operations, reservations, and services are housed 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.

Facilities reports

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