The Package Balances report shows the remaining items in each active package. This article will walk through the process of how to access the Package Balances report.
Things to know:
- This report will exclude any packages that do not have remaining item credits
- If a package was purchased for a pet or family member, the report will display the name of the client instead of the pet or family member
- Deleted packages will continue to appear in this report
To access this report:
1. Go to Dashboard > Reports
2. Under the Clients section, select 'Package Balances' report
When the report opens, you can filter by purchase date and location. Once you have selected your filters, click on the UPDATE button to generate the data you are looking for.
To view additional details for a client, such as the item groups in the package and the item price etc., click on the arrow next to a specific date in the Purchase Date column.
We also provide the ability to export the results to CSV, PDF, or print the results. This can be done by selecting the respective icons just below the client search field on the right.
Report Filters
| Filter | Description |
| Location | The location where the package was purchased. |
| Date | This will determine packages that were purchased during the selected date range |
| Expiration Date | The date range during which packages are set to expire |
Report Columns
| Column | Description |
|
Purchase Date |
The date the client purchased the package or the date the package was added to the client's profile. |
|
Expires On |
The date when the package will expire. |
| Client | The name of the client who purchased the package. |
| Package Name | The name of the package. When expanded, it shows each item group in the package. |
| Item Price | The price of each item in the group. |
| Price Paid | The amount the client paid for the package post discount. |
| Original Quantity | The initial quantity of the items when the package was purchased. |
| Remaining Quantity | This sortable column shows the number of item credits still available in each package |
| Liability Remaining | The revenue remaining for the items in the package. |