Packages Reports

If the Packages feature is enabled for your account, the following Packages reports are available on the Reports screen.

Packages reports can help you track package usage, outstanding package credits, and more.

Package Usage Report

The Package Usage report includes package usage details.

The table below provides more information on the different columns in the Package Usage report.

Column	Description
Date	The date the package was used.
Sale #	The sale where the package was used.
Client	The client who used the package.
Package	The name of the package.
Service	The service for which the package was used.
Value	The value of the applied package.

The Outstanding Packages report includes outstanding package credits as of today.

The table below provides more information on the different columns in the Outstanding Packages report.

Column	Description
Package	The name of the package.
Purchase Date	The date the package was purchased.
Client	The client who purchased the package.
Email	The client’s email address.
Phone	The client’s phone number.
Remaining	The number of remaining services in the package.
Amount	The value of the remaining services in the package.

The Package Sales report includes quantities and sales totals of packages.

The table below provides more information on the different columns in the Package Sales report.

Column	Description
Name	The name of the package.
# Packages	The number of packages sold.
Adjustments	The adjustments that were made to the default price during checkout.
Taxes	The amount of tax that was collected.
Sales	The package sales total.

The Package Sales Details report includes details for each package sale. Download the Excel report to see client emails.

The table below provides more information on the different columns in the Package Sales Details report.

Column	Description
Sale #	The sale where the package was sold.
Sale Date	The date of the sale where the package was sold.
Client	The client who purchased the package.
Package Name	The name of the package.
Price	The price of the package.
Sold By Staff	The staff member who sold the package.

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