Packages Report

Location: Reports > Appointment & Client Reports

Packages Report

The Packages Report allows you to track packages sold within a selected date range and view the remaining (unused) value of those packages. The report can be exported or printed for your records.

How to Generate the Report

1. Enter a Begin Date and End Date
   • This searches based on the date the package was sold
2. Click Generate
3. Results will display below

Sorting Options                                                                                                               

You can organize the report by:

• Date – Displays results from latest date sold to most recent date sold
• Client Name – Alphabetical order by client’s first name
• Package – Alphabetical order
  • Packages with numbers (e.g., 30 Minutes) will appear first, followed by package names alphabetically
• Expiration Date –
  • Packages with no expiration appear first
  • Remaining packages display in from latest expiration date to most recent expiration date.

Understanding the Columns

• Date – The month, day, and year the package was sold
• Client Name – First and last name of the client who purchased the package
• Package – Name of the package purchased
• Total – Total number of sessions/reps included in the package
• Unused – Remaining sessions/reps left
• Unused Value – Dollar value of the remaining sessions/reps
• Expiration – Expiration date of the package (if applicable)

Totals                                                                                     

• The Total Unused Value is displayed at the bottom of the report
• This reflects the combined unused value of all packages based on your selected date range

Note: The date range applies to the package sale date, not when services were used.

Expirations can only be applied to packages associated with memberships. 

View: Setup Memberships to learn more on auto expiration.

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