Customer Spend Report (Reference)

Article Details

Summary

The Customer Spend Report lists all customers with at least one transaction in a date range. You can export it to Excel, print it as a PDF, or add the owners to a campaign.

What This Does

Reporting and Location Access

Reports in Gingr use location-based reporting. Gingr calculates results from the locations you select in the report. Each report's location label decides how it calculates results.

You can only pick locations in the user's Allowed Locations. If a location does not show as an option, check the user's location access before you run the report.

Report Parameters

Enter the dates and amounts in these fields:

Setting Description Helpful Hint
From The first date to analyze.
To The last date to analyze. Include future dates to see reservations that have not checked in or out yet.
At Least This Amount Paid The least a customer must spend to show on the report. Leave this blank to include all transactions, no matter the price. This can include reservations with packages applied that charge $0.00 at checkout.
Export Check this box to export the report to Excel when you select Generate Report.

Report Output

Select a field heading at the top of the report to sort by that field.

Table of reservations and payment details.

Setting Description Helpful Hint
Owner The primary owner on the account. Select the owner's name to go to their owner profile.
Email Address The primary owner's email address.
Registered On The date the owner's profile was created. For imported clients, this is the date the import finished.
Source The client's referral source.
Self-registered? Yes means the client registered in the customer portal. No means staff created the profile or it came from a data import.
# of reservations The number of reservations the owner scheduled in the date range. This includes all reservations for multi-pet families.
Last Reservation The start date of the last reservation completed on the owner's account.
Subtotal The total, before tax, of all invoices completed in the date range.
Tax The total tax charged on all invoices completed in the date range.
Total The subtotal plus tax for all charges processed on the owner's account in the date range.
Payment Amount The total payments collected from the owner in the date range. If the Payment Amount and Total do not match, the owner has an outstanding balance.

Export and Save the Report

You can save or use the report data in three ways: export it to Excel, print or save it as a PDF, or add the list of owners to an Email or SMS campaign.

Report parameters and results table interface.

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