Packages activity report
The Packages activity report shows the packages your clients have bought and what each item inside them is worth.
What the Packages activity report shows
Each row is one service or product inside a package that was bought. A package with three services, bought once, has three rows.
Open the report
- 1
From the main menu, go to Reports and click Packages activity. The Package Activity Report opens.
- 2
Choose a location and dates at the top, and click the search (magnifying glass) button to find a client, package or item.
Columns
- Client - who bought the package.
- Transaction date - when it was bought.
- Location - where it was bought. Shown when you have more than one location.
- Action - what happened, such as purchase.
- Quantity - how many of the item.
- Service/Product name - the item inside the package.
- Package name - the package it belongs to.
- Package purchase date and Package expiry date - when the package was bought and when it runs out.
- List price/unit - the item's normal price.
- Discount/unit - the item's share of the package discount.
- Credit value/unit - list price minus discount: what the item is worth in the package.