Invoice Charges Summary Report (Reference)

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Summary

The Invoice Charges report gives a high-level view of charges recorded in Gingr. Charges include taxable items, tax-exempt items, tips, tax, refunded items, and refunded tax. You can run it for date ranges, days of the week, and any mix of locations across subdomains.

Gingr Business Analytics is a paid reporting tool for facilities with many subdomains. It helps them view combined booking and financial data across Gingr URLs. To sign up, see Gingr Business Analytics.

What This Does

  • The Gingr Business Analytics » Financial » Invoice Charges section shows a summary of all charges for the subdomains you select. This includes Subtotal Charges, Tax, Tips, and Refunds.
  • You can limit data by subdomain, location, date range, and day of week. You can export each section to Excel or CSV.
  • Hover over a graph to see its tooltip. Select a section to update the graphs. Select it again to reset.
  • Right-click any graph to show the data as a table.

Where to Find It

After you have a Gingr Business Analytics account linked to your subdomains, log in at analytics.gingrapp.com. Go to Reporting » Financial » Invoice Charges. You can select Invoice Charges in the Left-hand Navigation menu or select Go to Report in the Invoice Charges section.

Financial summary with payments and charges.

Report Parameters

The report defaults to all subdomains you can access, all days of the week, and the last 30 days. Select the parameters in the box at the top right of the screen to change the output.

Invoice charges summary dashboard

Parameter Description
Subdomain/Location(s) Combine or exclude data for subdomains and for locations at each subdomain. Select the arrow next to a subdomain to select or clear its locations.
Day of Week Choose the days of the week to view. For example, all Mondays in the date range.
Date Range Select "Last 30 Days" to see Quick Selection options, such as "Last 7 days" and "Year to date." You can also select the displayed range to enter a custom date range.

Invoice charges summary dashboard

Report Output

The report has five sets of data: Charges Summary, Refunds Summary, Totals Summary, Net Total Over Time, and Invoices Total Breakdown. These match the Charges Summary section at the top of the Revenue by Date Report. They give an overview of charges on invoices checked out in Gingr during the date range.

In Gingr, "charges" are revenue for services on invoices that were checked out or refunded in the date range. This data includes taxable and tax-exempt items, tips, tax, refunds, and refunded tax.

If item names or account codes match exactly across subdomains, Gingr combines the data under the same name or account code.

Tip: Right-click any section of the report to see the data as a table instead of a graph.

Charges Summary

This section gives a quick view of charges for the date range. It includes Subtotal Charges (taxable and tax-exempt), Tax Charged, and Tips.

Charges summary section of the report.

Refunds Summary

This section gives a quick view of refunds for the date range. It includes Refunded Items (taxable items, tax-exempt items, and tips) and Refunded Tax.

Invoice charges and refunds summary chart

Totals Summary

This section is the net total of the Charges Summary minus the Refunds Summary.

Invoice charges summary with charts and totals.

Net Total Over Time

This section shows a total for each day if the date range is 30 days or less. It shows a total for each month if the range is more than 30 days. It shows a total for each year if the range is more than a year and a half.

Net total over time chart.

Invoices Totals Breakdown

This section gives a more detailed view of charges. It includes Subtotal Charges (taxable and tax-exempt), Tax Charged, Tips, Refunded Items, and Refunded Tax. Select the + sign next to a sub-section title to see the full breakdown of items in the totals.

Invoices totals breakdown section.

Drill Down Data

Each section has options to drill down into the data in the charts and graphs.

In Net Total Over Time, hover over a data point to see a more detailed breakdown. Depending on the date range, it shows by day, month, or year.

Revenue summary with charts and totals.

Select any date in Net Total Over Time to update the Charges and Refunds sections for that date or date range. Select the date again to remove the spotlight.

Invoice charges revenue summary chart

Each section can also show its data as a table. Select the three dots next to the section and choose Show as a Table. You can also right-click any graph and choose Show as a table.

Bar chart of net total over time.

The data shows in an easy-to-read table on a new page.

Bar chart with financial data table.

Export the Report

You can export each section to Excel or CSV.

  1. Generate the report with the parameters you want.
  2. Select the three dots next to the section you want to export.
  3. Choose Export Data.

    Invoice charges summary with charts and tables.

  4. Choose an export type in the pop-up window:
    • Data with Current Layout: Only available for table and matrix visuals. This is a Microsoft Power BI default. None of the report outputs match this option now.
    • Summarized Data: Exports the data as it shows on the report, as a high-level overview of totals.
    • Underlying Data: Exports the data behind the totals on the report. This export is not possible now.

    Data export options with charts and graphs.

You can view the data in Excel, Pages, Google Sheets, and more.

Spreadsheet with invoice data table.

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