Reimbursement Details by Location Report (Enterprise Report)

The Reimbursement Details by Location Report is an enterprise report that displays a list of client reimbursements, sorted by their franchise location. This report is only available to franchisor business accounts.

This article describes how to view the Reimbursement Details by Location Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Reimbursement Details by Location Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click Reports.
    3. On the Reports menu, click Enterprise Reports.
    4. On the Enterprise Reports menu, click Reimbursement Details by Location. The Reimbursement Details by Location Report is displayed.

    Headings in the Reimbursement Details by Location Report

    HeadingDescription
    User IDThe client ID of the client that has been reimbursed.
    FranchiseeThe name of the franchise location.
    Business IDThe business ID of the franchise location.
    ClientThe client who was reimbursed. Relevant details about the client, such as pass status, waiver status, contract status, special notes, unpaid visits, and account balance will be noted here by small icons. Hover over any icon to learn more.

    If the reimbursement was provided to the business, the franchise location’s name is listed in this column.

    Provider NameThe name of the wellness program provider.
    StatusThe status of the client’s reimbursement. The possible statuses are: Active, Pending, Cancelled, and On Hold.
    Total ReimbursedThe amount of the client’s reimbursement.
    Admin FeeThe administrative fee for processing the client’s reimbursement.
    Early Term FeeThe early termination fee for the client’s reimbursement.
    Total TaxesThe amount of tax on the client’s reimbursement.
    Total DepositedThe total amount of money charged or deposited by the provider.
    Workout MonthThe month for which the client will be reimbursed.
    Workout YearThe year for which the client will be reimbursed.
    Rebate Denied ReasonIf the reimbursement was denied, the reason for denial is listed in this column.

    Advanced filters in the Reimbursements Details by Location Report

    FilterDescription
    CountryUse this filter to determine which sales to include based on the country in which they occurred.
    RegionUse this filter to determine which sales to include based on the region in which they occurred.
    State/ProvinceUse this filter to determine which sales to include based on the state or province in which they occurred.
    LocationUse this filter to determine which locations to include in the report.
    Program TypeUse this filter to determine which client reimbursements to include in the report based on the program type. Program type can be Club Reimbursements or Member Reimbursements.
    Rebate YearUse this filter to determine which client reimbursements to include in the report based on the rebate year.
    Import SourceUse this filter to determine 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 MonthUse this filter to determine which client reimbursements to include in the report based on the rebate month.
    ProviderUse this filter to determine which client reimbursements to include in the report based on the wellness program provider.

     

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