Reports Page Overview

Kathryn Hamilton
Kathryn Hamilton
  • Updated

Overview: What are we talking about?

The Reports Page contains all of the many reports available in Gingr. In this article we will show you how to access and search the Reports Page, and how to run a report.

This article includes:

 

Helpful Hint: Before you begin.

  • Financial reports are restricted to those with the user permission can view financial reports.
  • The Animal, Owner, and Reservation Type fields are all clickable. Click on any of these names to navigate to their respective pages. 

 

 

How to: Use the Reports Page.

 

Accessing the Reports Page 

Navigate to Left-hand Navigation: Reports & More » Reports.

 

Searching the Reports Page 

The page has a Filter function, similar to that of the Admin List page which makes easy to find the report you want to run. 

  1. Type the name of the report you would like to run into the Filter. For example, "Cancellations by Date Range."

  2. A list of results will appear. Click on the report you would like to run.

    Screen_Shot_2018-10-24_at_8.59.12_PM.png

  3. On the Cancellations by Date Range report, choose the criteria.

    Screen_Shot_2018-10-24_at_9.00.24_PM.png

  4. Click Generate Report.  

 

The Report will include a Summary at the top, and an itemized list of Results. Click Print PDF to print a copy of this report.

 

 

Screen_Shot_2018-10-24_at_9.01.04_PM.png

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