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Disclaimer: This article is only for the latest version of Zenoti Reports. Do not compare the data in this version with the data in the previous version.
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The Package Benefit Detail report helps center managers gain insights into scheduled payments that are due. Managers and owners can then follow-up with guests on payments that failed, alert guests about upcoming payments, and project collections in a given time period.
This report also offers insights into package sales, invoice details, package benefits, balances, the value of the redeemed benefits, and more.
This article contains the following sections:
Navigation
In Zenoti, from the main menu, click the Reports tab. The Reports Dashboard page opens.
Click Try the New Version.
Search for and open the report.
The Packages Benefit Details v2 report opens on a new tab.Depending on your requirement, select the desired filters.
Click Refresh.
The report is generated based on the selected filters.
Filter Criteria
Filter Name | Options | Description |
Sale Center |
| View the report for all centers or for selected centers only. |
Package Category |
| View the report by all package categories or by select package categories. |
Liability Type |
| View the report by sale liability type. |
Date Type |
|
|
Sale Date and Expiry Date |
| You will find the following additional options to filter when you filter by Expiry date:
|
Package Search | Search for a package by package name or package code. |
Column Descriptions
Column | Description |
Invoice Num | Invoice number of the transaction. |
Sale Center | The center where the package was sold. |
Package Code | The unique identifier of the package. |
Package Name | Name of the package. |
Package Category | Name of the package category associated with the package sold. |
Guest Name | Name of the guest who purchased the package. |
Sale Date | Date on which the package was sold. |
Start Date | Date on which the package is set to start the redemption. |
Package Expiry Date | Date on which the package is set to expire. |
Package Expiry Date (Grace Period) | Date on which the package is set to expire after the grace period (if defined). |
Benefit Type | The benefit type of the package such as Service, Product, Class, Service Tag, Product Tag, Class Tag, Service Category, Product Category, or Class Category. |
Benefit Name | The benefits in the package purchased; it may include the name of the service, product, class, or the associated service tag, product tag, class tag, or the associated service category, product category, or class category. |
Accrued Quantity | Total quantity of the benefit that's accrued. |
Value | Total value of the benefit that's accrued. |
Redeemed Quantity | The quantity of the benefit that remains in the package that the guest can redeem. |
Redeemed Value | The value of benefits to be redeemed. |
Balance Quantity | The quantity of benefits that remain and can be redeemed. |
Package Status | Shows the status of the package such as
|