Package Benefits Detail report (v2)
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.
Front-desk staff can use the Package Benefits Detail report to track payments and collections for various packages.
At the organization or center level, click the Reports icon.
On the Reports page, search for and select the Package Benefits Detail report.
To view complete data for a report with multiple columns, scroll horizontally to the right or left to access all columns.
To view specific data on the report, select the desired filters. For more information, refer to report features on Zenoti.
Click Refresh.
If you generate the report for over a year, click the Email button.
Some of the common activities for the Package Benefits Detail report are listed below.
Gain insights into scheduled payments that are due.
Follow up with guests or members regarding failed payments.
Alert guests about upcoming payments.
Project collections in a given time range.
Understand the benefit types included in the package, such as services, products, classes, and their associated quantities and values.
Monitor the redemption status of benefits, including redeemed quantities, redeemed values, and remaining balance quantities.
View the current status of each package, whether it's active, inactive, refunded, in grace, expired, frozen, or refunded.
Column description
Column | Description |
|---|---|
Invoice Num | Invoice number of the transaction |
Sale Center | Center where the package was sold |
Package Code | Unique identifier of the package |
Package Name | Name of the package |
Package Category | Package category associated with the package sold |
Guest Name | 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 | 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 | 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 | Quantity of the benefit that remains in the package that the guest can redeem |
Redeemed Value | Value of benefits to be redeemed |
Balance Quantity | Quantity of benefits that remain and can be redeemed |
Package Status | Status of the package
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