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Package Sales and Usage Reports

Now that you’ve gotten all of your packages set up in your account and your patients have started redeeming them for services, you may be interested in learning more about which packages have been selling well, which are on the brink of expiry, and which types of services are most often redeemed using a package. There are two reports in Jane that will help us explore this information, the Package Sales Report and the Package Usage Report.

 

Package Sales Report

The Package Sales report was designed to provide clinics with an overview of all of the packages that have been sold within a particular period of time as well as the option to view the status of each package at a glance. Let’s take a closer peek at the type of information this report contains:

Patient Name: The patient that the package has been invoiced to.

Purchase Date: The Purchase Date of when the package was invoiced to the patient. If you’re interested in learning more about the different types of dates in Jane, check out our handy guide on Working with the Purchase, Invoice, Received At, and Applied Dates.

Remaining Sessions: The total number of remaining sessions that this package has available for use.

Redeemed Sessions: The number of sessions that have been redeemed for this particular package

Expired (Y/N): Has this package expired yet? In other words, is today’s date after or before the expiration date for this particular package?

Expiration Date: When this package is due to expire. This is determined by the preferences set out when setting up a particular package, but can modified on an individual package basis.

Last Treatment: The treatment type that was last redeemed by using this package.

Last Used: The date when the package was last used.

Clinics will also be able to narrow down this report using the following filters:

  • All Packages: Display packages regardless of the number of sessions that have been redeemed.
  • With Sessions Remaining: Display packages that have sessions remaining and have not been redeemed in full. Another way of thinking about this is that Jane is bringing up any packages where the Remaining Sessions value is greater than zero.
  • Completed: Only display packages where all of the sessions have been redeemed, or in other words, where the Remaining Sessions value is zero.
  • All Statuses: Display packages regardless of whether it is expired or not.
  • Active: Only display packages that have not yet expired.
  • Expired: Only display packages that have already expired.

Package Usage Report

The Package Usage report was designed to provide clinics with a more in-depth look at each of the individual sessions that have been covered using an existing package. Let’s review the information that this report has to offer:

Purchase Date: The Purchase Date (or date of service) of when the treatment or class was invoiced to the patient. If you’re interested in learning more about the different types of dates in Jane, check out our handy guide on Working with the Purchase, Invoice, Received At, and Applied Dates.

Package Type: The name of the package that was redeemed to cover this session

Patient: The name of the patient for whom the appointment was for

Session Redeemed: The particular treatment type that this appointment was booked for

Staff Member: The staff member who offered this treatment

Invoice Number: The invoice associated with the appointment

Amount: The original value of the session prior to any package being redeemed

Discount: The savings offered to a patient as a result of the package being redeemed. Formally calculated as: patient pays (from Settings > Packages) - treatment price (from Settings > Treatments & Classes).

Clinics will also be able to narrow down this report using the staff member, package type, and date range filters.