Reports – Packages
The Packages Report page provides a financial overview of package sales within a selected reporting period. It helps administrators review purchased packages, track package performance, analyze therapist involvement, and monitor pricing and promotional discounts.
Date Range Filter
Allows users to select the reporting period for package analysis.
Features
- Filter package sales by selected dates.
- Navigate between previous and next periods.
- Refresh report results dynamically.
- Support historical package performance review.
Purpose
Used to analyze package sales within a specific timeframe.
Package Filter
Allows report results to display data for a selected package.
Features
- Search and select package names.
- Display package-specific sales records.
- Simplify package performance analysis.
- Improve report accuracy.
Purpose
Helps focus reporting on selected package offerings.
Customer Filter
Allows package records to be filtered for a selected customer.
Features
- Search and select customer records.
- Display customer-specific package transactions.
- Improve reporting precision.
- Support customer purchase analysis.
Purpose
Used to review package purchases for specific customers.
Export
Downloads the currently displayed package report.
Features
- Export filtered report data.
- Generate downloadable reports.
- Support audits and financial review.
- Enable offline analysis.
Purpose
Creates an exportable version of package sales information.
Package Sales Details
Displays package transaction and pricing information.
Package Name
Displays the purchased package.
Customer Name
Displays the customer associated with the package purchase.
Therapist Name
Displays the therapist linked to the package transaction.
Date
Shows the package purchase date.
Transaction Type
Displays the purchase channel or payment method used.
Price
Shows the original package value.
Offer Price
Displays the discounted or promotional package value applied during purchase.
Features
- View package-level sales information.
- Track therapist contribution.
- Compare original and discounted pricing.
- Monitor package purchasing trends.
Grand Total
Displays cumulative package revenue totals.
Features
- Calculates total package value.
- Calculates total discounted value.
- Updates automatically based on selected filters.
- Provides an overall financial summary.
Purpose
Helps evaluate package sales performance and pricing impact.
Best Practices
- Apply date filters before exporting reports.
- Use package filtering to evaluate specific offerings.
- Review pricing and offer values regularly.
- Monitor package sales trends over time.
- Export reports periodically for business analysis.