Follow these steps to generate the report:

  1. In Zenoti, ensure that you are at the Center level when you want to run this report.
  2. On the main menu, click the Reports tab.
    The Reports Dashboard page opens.
  3. In the search bar, type Liability – Packages.
    The Liability – Packages report opens in a new tab.
  4. Use the drop-down list to filter for packages by sale date or payment date.
  5. In the Select Time Period list box, select the required duration for which you want to run the report. For example, 6 months.
  6. Click Refresh.
    The report is generated. Learn more about this report
    Tip: To view all columns of the report, export the report by clicking the Excel or .CSV icon.

Note: If you have the appropriate permissions, you can generate this report from the Organization-level to view liability data for packages at all your centers.

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