Reimbursement Summary by Location Report (Enterprise Report)

The Reimbursement Summary by Location Report is an enterprise report that displays a summary of client reimbursements for each franchise location. This report is only available to franchisor business accounts.

For more information, see Wellness programs.

This article describes how to view the Reimbursement Summary 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 Summary by Location Report:

1. Click the App Drawer button .
2. In the App Drawer, click View All.
3. In the list, click Reports. You can filter the list by entering Reports into the Search field.
4. On the Reports menu, click Enterprise Reports.
5. On the Enterprise Reports menu, click Reimbursement Summary by Location. The Reimbursement Summary by Location Report is displayed.

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	Use this filter to determine which sales to include based on the country in which they occurred.
Region	Use this filter to determine which sales to include based on the region in which they occurred.
State/Province	Use this filter to determine which sales to include based on the state or province in which they occurred.
Location	Use this filter to determine which locations to include in the report.
Program Type	Use 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 Year	Use this filter to determine which client reimbursements to include in the report based on the rebate year.
Import Source	Use 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 Month	Use this filter to determine which client reimbursements to include in the report based on the rebate month.
Provider	Use this filter to determine which client reimbursements to include in the report based on the wellness program provider.