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Summary
Customer-Based Reports show you more about your current and potential customers. They include survey feedback after reservations and customer sources.
What this does
Use these reports to learn about your customers. The reports below cover leads, surveys, customer sources, and new customers.
How Reporting Works in Gingr
Location-Based Reporting
Reports in Gingr calculate results based on the locations you select. They do not show data for all locations by default. This keeps results accurate for each location and 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 sets how results are calculated.
Allowed Locations Dependency
The user’s Allowed Locations set 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.
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