Facilities Reports (Topic Outline)

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Introduction

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

How Reporting Works in Gingr

Location-Based Reporting

Reports in Gingr calculate results based on selected locations rather than displaying data for all locations by default. This ensures accurate, location-specific reporting and aligns report results with user access permissions.

Each report clearly indicates the type of location it uses, such as:

  • Booking Location: Filters results based on the location where the reservation or appointment is scheduled to occur.

  • Invoice Location: Filters results based on the location assigned to the invoice, which determines where revenue and financial activity are attributed.

  • Spend Location: Filters results based on the location where the pet parent’s spend occurred, including purchases and charges associated with that location.

  • Package Purchase Location: Filters results based on the location where a package or subscription was originally purchased.

  • Subscription Location: Filters results based on the location associated with the subscription enrollment.

  • Transaction Location: Filters results based on the location where the payment transaction was processed.

  • Pet Parent Home Location: Filters results based on the pet parent’s assigned home location in their profile.

The location label shown in the report determines how results are calculated.

Allowed Locations Dependency

The locations available in a report’s location selector are determined by the user’s Allowed Locations. Users cannot view or report on locations they are not explicitly allowed to access.

If a location does not appear as an option in a report, verify the user’s Allowed Locations configuration.

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