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Knowledge Base |
Reports - Sales By Package Type
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This article will explain how to run and understand the By Package Type Report. This report breaks down gross sales amounts by package type, including down payments, draft and past dues. Any associated setup fees or other fees are not included.
Requirements: A Master Admin login or a staff type with the following permissions:
Accessing The By Package Type Report
To access this report click on Reports > Sales > Sales By Package Type. Select the date range or a preset date range. You can filter the report to Only show packages that have sales data over the selected date range. Click Run Report.
The online report will display the following information:
Package Name - This will list the name of the sales package.
Down - Amount of down payments generated by the sales package.
Draft - Amount of drafted invoices in the agreement term collected to date.
Auto-Renew - Amount of Auto-Renew invoices collected to date.
Past Dues - Amount invoices collected that are currently in Collection Status.
Due Not Yet Paid - Due not paid are amounts due in the date range but currently still unpaid.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Complete Guide To Sales Packages
Reports - Agreements Log (New Agreements)
Requirements: A Master Admin login or a staff type with the following permissions:
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can access sales: by package type
Accessing The By Package Type Report
To access this report click on Reports > Sales > Sales By Package Type. Select the date range or a preset date range. You can filter the report to Only show packages that have sales data over the selected date range. Click Run Report.
Understanding the By Package Type Report
The online report will display the following information:
Package Name - This will list the name of the sales package.
Down - Amount of down payments generated by the sales package.
Draft - Amount of drafted invoices in the agreement term collected to date.
Auto-Renew - Amount of Auto-Renew invoices collected to date.
Past Dues - Amount invoices collected that are currently in Collection Status.
Due Not Yet Paid - Due not paid are amounts due in the date range but currently still unpaid.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
Related Articles:
Complete Guide To Sales Packages
Reports - Agreements Log (New Agreements)
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