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Summary
The Charges report breaks down charges for account codes and charge types recorded in Gingr. It sums up the data in several ways to help with accounting. 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 » Charges section shows a summary of all charges for the subdomains you select. This includes Charges by Category, Charges by Account Code, Charges by Type, and a Net Total Summary.
- 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 » Charges. You can select Charges in the Left-hand Navigation menu or select Go to Report in the Charges section.
Report Parameters
The report defaults to all subdomains, 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.
| 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. |
Report Output
The report has four sets of data: Charges Summary, Charges by Account Code, Net Total Over Time, and Charges Total Breakdown. These match the Charges section in the Revenue by Date Report. They give an overview and a detailed breakdown of all charges in Gingr during the date range.
In Gingr, "charges" are revenue for services on invoices that were checked out in the date range. This data includes taxable and tax-exempt items, tips, tax, and refunds on invoices.
Important: 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 by type. It includes Reservation Types, Additional Services, Retail, Packages Sold, Open Line Items, Owner Purchases, Store Credit, Previous Balance, Coupons, and Others.
Tip: Hover over a bar to see a tooltip of the data. Select it to update the graph. Select it again to reset.
Charges by Account Code
This section gives an overview of all account codes for the subdomains and locations you select. It sorts by account code name, A to Z, by default.
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.
Charges Total Breakdown
This section gives a more detailed view of charges by type. It includes Reservation Types, Additional Services, Retail, Packages Sold, Open Line Items, Owner Purchases, Store Credit, Previous Balance, Coupons, and Others. Select the + sign next to a sub-section title to see the full breakdown of items in the totals.
Drill Down Data
Each section has options to drill down into the data in the charts and graphs.
In the Charges section, select a category such as Reservation Types, Additional Services, or Retail. The other sections update to show related data. Select the category name again to reset the graphs and show all data. You can also right-click the graph and select Clear Selection.
In the Account Codes section, select the three dots next to the section and choose Sort axis to change the order. You can sort by amount or account code name, in ascending or descending order. This helps you see your highest-earning account codes at the top.
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.
In Charges Total Breakdown, select the + sign next to a category to see the individual item types that make up the category's total revenue.
Each section can also show its data as a table. Select the three dots next to the section and choose Show as a Table. The data shows in an easy-to-read table on a new page.
Export the Report
You can export each section to Excel or CSV.
- Generate the report with the parameters you want.
- Select the three dots next to the section you want to export.
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Choose Export Data.
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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. None of the report outputs match this option now.
You can view the data in Excel, Pages, Google Sheets, and more.
Related Articles
- Gingr Business Analytics Topic Outline
- Revenue by Date Report Reference
- What Is the Invoice Charges Summary Report? Reference
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