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Reimbursement Summary by Location Report (Enterprise Report)

Updated over a week ago

To access the Reimbursement Summary by Location Report, open the App Drawer then click Reports > Enterprise > Reimbursement Summary by Location.

The Reimbursement Summary by Location Report is an enterprise report that displays a summary of client reimbursements for each Enterprise Location.

This report is only available to Enterprise Cloud customers.

Headings in the Reimbursement Summary by Location Report

Heading

Description

Franchisee

The name of the franchise location.

Club Reimbursement

The total amount that was reimbursed to the franchise location.

Member Reimbursement

The total amount reimbursed to clients at this location.

Total

The total amount of the reimbursement, including fees.

Total Fees

The total administrative and early termination fees for processing reimbursements.

Workout Month

The month for which the reimbursements were issued.

Workout Year

The year for which the reimbursements were issued.

Advanced filters in the Reimbursements Summary by Location Report

Filter

Description

Country

Determines which sales to include based on the country in which they occurred.

Region

Determines which sales to include based on the region in which they occurred.

State/Province

Determines which sales to include based on the state or province in which they occurred.

Location

Determines which locations to include in the report.

Program Type

Determines which client reimbursements to include in the report based on the program type.

Program type can be Club Reimbursements or Member Reimbursements.

Rebate Year

Determines which client reimbursements to include in the report based on the rebate year.

Import Source

Determines which client reimbursements to include in the report based on the import source of the reimbursement details.

Import source can be in api or file.

Rebate Month

Determines which client reimbursements to include in the report based on the rebate month.

Provider

Determines which client reimbursements to include in the report based on the wellness program provider.

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