As the year draws to a close, reviewing your pet business' performance and planning for the future is an essential task to complete.
However, pulling data from multiple sources and making sense of the numbers can seem pawsitively confusing—especially when you have a bustling business to run. But with Gingr, this task can be done in a snap! Gingr's comprehensive reporting features provide valuable insights into various aspects of your operations, helping you make informed decisions for the upcoming year.
Let's take a closer look at how to access reports and which ones are best for end-of-year review:
Accessing Gingr's Reports
To access the Reports Page in Gingr, navigate to the left-hand navigation menu and select Reports & More » Reports. This section houses a variety of reports categorized into three main areas:
- Financial Reports: Includes sales, revenue, credit card processing, subscriptions, and packages.
- Pet and Owner Reports: Encompasses data related to pets, owners, and owner agreements.
- Facilities Reports: Covers operations, reservations, and services.
Note: Access to financial reports is restricted to users with the appropriate permissions.
Key Reports to Consider
Here are some essential reports to review in Gingr as part of your year-end analysis:
Financial Reports
- Point of Sale Report: Generates data on all point of sale items sold during a given date range, helping you assess popular retail items.
- Active Subscriptions: Breaks down the number of active subscriptions to determine how many customers utilize your subscription services.
- Gingr Payments Dashboard Report: This report tracks any transactions and payouts that used Gingr Payments and consolidates this information for easier revenue reporting.
Pet and Owner Reports
- New Customers Report: Generates a list of new customers created during a specified time frame, helping assess the growth of your pet business.
- View All Pets Report: Offers a complete list of all animals in your database, including banned and deactivated animal profiles.
Facilities Reports
- Booking Performance Report: Provides a breakdown of how frequently selected additional services are applied to a selected reservation type, as well as how frequently a selected add-on is applied to a given additional service type.
- Cancellations by Date Range Report: Creates a list of reservations canceled within a given date range and estimated revenue loss.
Benefits of Using Gingr's Reporting Features
Using Gingr's reporting features offers numerous advantages that can transform how you manage your pet-care business. By leveraging accurate and detailed data, you can make informed decisions about service offerings, pricing, and marketing strategies, ensuring your business stays competitive and aligned with client needs.
The insights gained from these reports also help streamline operations by identifying trends and patterns that can improve service delivery and resource allocation. Additionally, Gingr's financial reports provide a clear understanding of your business's financial health, empowering you to set realistic goals, create effective budgets, and plan confidently for the year ahead.
Tips for Effective Year-End Reporting
- Set Clear Objectives: Determine what information is most critical for your business planning.
- Regularly Review Reports: Establish a routine for analyzing reports to stay informed about your business's performance.
- Utilize Visualizations: Take advantage of charts and graphs to better understand data trends.
- Train Your Team: Ensure staff members are familiar with accessing and interpreting reports to foster a data-driven culture.
By effectively utilizing Gingr's reporting features, you can confidently conclude your year-end data analysis and set your pet-care business on a path to success in the coming year.
Unlock real-time insights about your pet business. Get a Gingr demo today!
