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How to use the customer package details report

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Timely provides a powerful suite of client reports designed to help you understand your clientele and grow your business. From tracking new and returning clients to identifying a specific target audience for new marketing campaigns, these reports give you a comprehensive overview of your client base. In this article, you will learn how to use the customer package details report.
 

 

Step by step instructions

The customer package report allows you to view a list of all the customers who have been issued a package within a specified time period. To view this:

 

1 Go to reports and ensure you have the customer packages report selected from the dropdown and then select the date range or set it to all time.

 

2 Select all packages under the package dropdown to pull a list of all package types issued within that period.

 

3 You can also select specific package templates in the dropdown. This will include the customer name, the package they purchased, the status, expiry date, payment excluding tax and how many visits are available or redeemed.

 

 

Timely note: this report is also a useful tool for tracking outstanding package liability. Use the filter settings, or if you want to know the total remaining liability of packages, set the date range to all time and navigate to the last page.

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