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. |