Quick Overview
Reports are useful for business owners or managers looking for sales and revenue summaries.
Exports give a more comprehensive view of individual transactions. The data from exports ties out to the more holistic report view.
Metrics & Analytics can help you understand how your business is doing.
For every booking made in Goose, there are two dates to consider
The date of the transaction - when the reservation was made. Goose’s Cash, Bookings and Payment Type reports pull data based on the date of the transaction.
The date of service - when the guest visited your business. Goose’s Revenue & Accrual reports and the Daily Details report pull data based on the date of service.
What Reports should you be Using?
Accrual VS Cash based Accounting
Accrual Accounting: records revenues and expenses when they are earned or incurred, regardless of cash flow.
Cash Accounting: records revenues and expenses only when cash is received or paid out, respectively. It focuses solely on cash transactions, disregarding when revenues are earned or expenses are incurred.
Overview Reports | Accrual | Cash |
Cash |
| X |
Tax (Cash) |
| X |
Tip (Cash) |
| X |
Payment Type | X | X |
Revenue | X |
|
Tax (Accrual) | X |
|
Tip (Accrual) | X |
|
Bookings |
| X |
Data Exports |
|
|
Revenue Export | X |
|
Bookings Export |
| X |
Payment Type Export | X | X |
Receivables Export | X | X |
Analytics | Nightly | Daily |
Total Room Nights (Boarding) | X |
|
Total Pet Nights (Boarding) | X |
|
Total Room Days (Boarding) |
| X |
Total Pet Days (Boarding) |
| X |
Total Pet Days (Daycare) | X | X |
Metrics |
|
|
Average Nightly Room Rate (Boarding) | X |
|
Average Nightly Pet Rate (Boarding) | X |
|
Average Daily Room Rate (Boarding) |
| X |
Average Daily Pet Rate (Boarding) |
| X |
Average Pet Rate (Daycare) | X | X |
Average Pets Per Room (Boarding) | X | X |
Overview
Cash:
The subtotal (Services - Tax & Tip) of payments collected and refunded in the specified date range allocated to each type of service
Tax (Cash):
The tax collected and refunded in the specified date range allocated to each item
Tip (Cash):
The tip collected and refunded in the specified time range allocated to the appropriate module (Boarding, Daycare, Meet & Greet)
Payment Type:
Total payments received and refunded within a time range organized by payment type:
Card - Card Present - Payment accepted using the Adyen Payment Terminal
Card - Card Not Present - Payment accepted through e-commerce or stored card
Cash
Other - An option on the payment page to enter another payment source
Revenue:
The subtotal (Services - Tax & Tip) of revenue based on service date broken out by item serviced
Tax (Accrual):
The tax allocation by service delivery date broken down by the associated items
Tip (Accrual):
The tip allocation by service delivery date broken down by module (Boarding, Daycare, Meet & Greet)
Deposit Balance:
All outstanding payments connected to reservations set to end after the selected date and have a deposit associated
Wallet Credit Balance:
The balance of the total dollar amount in customers' wallets on the selected date
Receivables Balance Report:
The balance of invoices with an amount due/owed grouped by the end date of the invoice balance of all customers as of the selected date/dates
Analytics
Total Room Nights (Boarding) - Used for Nightly Pricing
Total rooms (suite, kennel, run, etc) occupied for the night over a selected time range for boarding
Total Pet Nights (Boarding) - Used for Nightly Pricing
Total pet count for the night over a selected time range for boarding
Total Room Days (Boarding) - Used for Daily Pricing
Total rooms (suite, kennel, run, etc) occupied for the day over a selected time range for boarding
Total Pet Days (Boarding) - Used for Daily Pricing
Total pet count for the day over a selected time range for boarding
Total Pet Days (Daycare):
Total pet count for daycare over a selected time range
Activities Performed:
The count of activities performed by date
Metrics
Average Nightly Room Rate (Boarding) - Used for Nightly Pricing
The average rate for an individual room (suite, kennel, run, etc) occupied for boarding over a selected time frame
Average Nightly Pet Rate (Boarding) - Used for Nightly Pricing
The average rate for a pet boarding at the facility for the night across a selected time frame
Average Daily Room Rate (Boarding) - Used for Daily Pricing
The average rate for an individual room (suite, kennel, run, etc) occupied for the day over a selected time frame
Average Daily Pet Rate (Boarding) - Used for Daily Pricing
The average rate for a pet boarding at the facility for the day across a selected time frame
Average Pets Per Room (Boarding):
The average number of pets per room for boarding across a selected time frame
Average Pet Rate (Daycare):
The average rate for a pet staying for daycare across a selected time frame
Data Export
To download a data Export:
Click on the “Export” box for the report that you want to download
Select a date range
Click Export
The file will export as a CSV
Revenue Export:
Sales by service date can be used to look at the itemized services to be delivered within a specific time range
This export will most closely reflect the combination of the revenue and Tax (accrual) report
Bookings Export:
Sales by booking date can be used to look at the itemized services that were booked within a specific time range
This export will most closely reflect the bookings report and Tax (cash)
Payment Type Export:
Payments by transaction date lists all transactions that took place within the stated time range
For each transaction you will see:
Payment Method:
Card - Not Present
Saved Card or Online Payment
Card - Present
Terminal Payment
Credit
Package credit
Wallet
Transaction Type:
Charge
Refund
Transaction Notes:
Notes left at the time of the transaction
Receivables Export:
This export will help you identify Invoices with any amount due or owed back to the customer
Negative numbers or numbers in () will mean that the customer is owed a refund based on an overcharge
Positive numbers will mean that the customer still owes the business money for their services
Deposit Export:
This export will detail what has been paid as a deposit on a reservation in addition to what is still an outstanding balance on confirmed reservations
Wallet Credit Export:
This export will give you any outstanding wallet credit associated with any user based on the selected date
Packages
Package Quantity by Booking Date:
Number of packages sold within the specified time range broken out by primary package offer.
Package Value by Booking Date:
Total value of packages sold within the specified time range. This report is broken out by primary package offer.
Credit Quantity by Created Date:
Total number of credits created within the specified time range broken out by credit type.
Credit Value by Created Date:
Total value of credits created within the specified by time range sold. This report is broken out by credit type.
Credit Quantity by Used Date:
Total number of credits redeemed within the specified time range.
Credit Value by Used Date:
Total value of the credits redeemed within the specified time range.