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 Reports.
    3. On the Reports menu, click Enterprise Reports.
    4. 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

    HeadingDescription
    FranchiseeThe name of the franchise location.
    Club ReimbursementThe total amount that was reimbursed to the franchise location.
    Member ReimbursementThe total amount reimbursed to clients at this location.
    TotalThe total amount of the reimbursement, including fees.
    Total FeesThe total administrative and early termination fees for processing reimbursements.
    Workout MonthThe month for which the reimbursements were issued.
    Workout YearThe year for which the reimbursements were issued.

    Advanced filters in the Reimbursements Summary 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 business location(s) 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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