Follow these steps to generate the report:
- In Zenoti, ensure that you are at the Center level when you want to run this report.
- On the main menu, click the Reports tab.
The Reports Dashboard page opens.
- In the search bar, type Liability – Packages.
The Liability – Packages report opens in a new tab.
- Use the drop-down list to filter for packages by sale date or payment date.
- In the Select Time Period list box, select the required duration for which you want to run the report. For example, 6 months.
- 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.