Customer Package Report
The Customer Package report provides visibility into customers who booked and used service packages during the selected reporting period. It helps analyse package utilisation, monitor customer engagement, and evaluate package performance.
Date Range Filter
Allows users to display package booking activity for a selected reporting period.
Features
- Filter package transactions by date range.
- Monitor package usage trends.
- Review customer engagement.
- Improve package analysis.
Purpose
Used to analyse customer bookings completed using packages.
Customer Filter
Filters report data for selected customers.
Features
- Search and select customers.
- Display customer-specific package records.
- Improve customer analysis.
- Simplify reporting.
Purpose
Used to review package usage for individual customers.
Package Filter
Allows users to filter report results by selected packages.
Features
- Search and select packages.
- Display bookings linked to selected packages.
- Improve package performance tracking.
- Simplify reporting.
Purpose
Used to review customer activity by package.
Export
Downloads the currently displayed report.
Features
- Export filtered package records.
- Support offline analysis.
- Maintain package reporting.
- Simplify business review.
Purpose
Creates a downloadable customer package report.
Package Details
Name
Displays the customer name.
Package Name
Displays the package booked by the customer.
Services
Displays services consumed under the selected package.
Date
Displays the booking or package usage date.
Total
Displays the total payable amount recorded.
Features
- Track customer package usage.
- Analyse package popularity.
- Monitor customer engagement.
- Support package planning decisions.
Summary Section
Total
Displays the total revenue value shown in the current results.
Grand Total (No of Customer) (No of Packages)
Displays:
- Total number of customers.
- Total number of packages.
- Overall revenue generated.
Features
- Summarise package performance.
- Monitor package contribution.
- Improve customer package visibility.
Best Practices
- Monitor package usage regularly.
- Review customer package adoption.
- Compare package performance trends.
- Export reports for business analysis.
- Use report insights to optimise package offerings.