Generate a report of packages sold

Reports

Reports

Click on the Reports Link

Package Sales

Click on Package Sales

Note: Use the Navigation Sidebar to quickly navigate to other Reports without having to return to the main Reports page.

Generate Report

Generate Report

1. Please Select the desired location: only applies to accounts with multiple locations.

2. Select the Start Date.

3. Select The End Date.

4. Click on Generate Report.

Generated Report

Generated Report

For each package you will see the date the package was sold, the name of the client who purchased the package, the reservation type associated with the package, the salesperson of the package, the amount of sessions purchased with the package, the total cost of the package, the amount paid, and the balance due.

* Click the Show Details link for more information.

Note: You can export this report by selecting a format and clicking export.

 

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