Package Activity Report

Modified on Mon, 8 Jun at 12:10 PM

The Package Activity Report provides a comprehensive view of all package-related activity, including purchases, credit usage, manual adjustments, and refunds. This article explains how to access and use the report.

Things to know:

The ability to access this report is governed by the "Accessing Reports" access control settings
This report is only available to businesses that offer packages.
The report includes all historical data recorded in the package audit trail.
If a package is purchased for a pet or family member, the report will display the client’s name rather than the pet or family member’s name.
Rows are grouped by package purchase. If a client purchases the same package multiple times, each purchase appears as a separate summary row.
Event-level details—such as ticket number, amount, quantity, event type, and location—are displayed directly in the summary row only when the package contains a single event.
Examples:
- If a Massage Package contains only one event (a package purchased for $150 at the Downtown location), the summary row displays the ticket number, amount, quantity, event type, and location.
- If a Spa Package contains multiple events (for example, a package purchase, redemption, and adjustment), the summary row displays only package-level information. Expand the row to view the details of each event.

To access this report:

1. Navigate to Dashboard

2. Select the Reports tab

3. Under the Clients section, select the Package Activity report

4. When the report loads, you can filter by the location and date. In the upper right, you may search by client name

5. Select "Update" to generate data on the report

Report Filters

Filters	Description
Location	The location where the package activity took place. Accounts with One Location: No location filter is shown Accounts with Multiple Locations: The location filter allows you to view data for a specific location or all locations within that account
Date	Display package activity within a specific date range
Include Expired Packages	This toggle is disabled by default. When enabled, expired packages are included in the report results. When disabled, expired packages are excluded from the report.

Report Columns

Columns	Description
Package Name	The name of the purchased package
Client	The name of the client associated with the package. This field is hyperlinked; clicking the link opens the client's profile.
Purchase Location	The location where the package was originally purchased
Event Date	The date and time when the activity occurred, such as when the package was purchased, used, adjusted, or added to the client’s profile.
Event type	The type of activity recorded: Purchased: The initial purchase of the package. This event type is displayed for both online and POS package purchases. Usage: A package credit was redeemed for a service, class, or product. Added on Profile: The package was manually added to the client’s profile. Adjustment: A staff member manually adjusted the credit balance.
Event Location	The location where the activity took place
Ticket #	The ticket number associated with the transaction. Clicking this link opens the ticket in MyTime POS
Credits	The number of credits affected by the event
Expires On	The date the package is set to expire

For more information, contact us at support@mytime.com .

Related Articles:

Package Balances Report

Client's Package Audit Trail

Editing Packages on Client Profiles

Refunding Package Purchases