Staff Reports (Topic Outline)

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Summary

These reports show staff training activity, tips, and commissions earned. This article lists each report and explains how location-based reporting works.

What this does

Staff-related reports can be vital to your business. These reports show staff training activity and give insights into tips and commissions earned. Use them to make informed decisions and improve your team's performance.

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 reports accurate for each location and matches 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 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, verify the user's Allowed Locations configuration.

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