CLIENT PACKAGES REPORT

Use the Client Packages report to know which clients have purchased services and what features they are using.

The Client Packages Report is useful to analyse:

Package sales
Current package liability
Popularity of a package
Upcoming expirations
Pause start and end

The report contains one row for each client's package, with data in these sections:

Client Details
Client Service Package Details
Credit Details
Purchase information
Installments
Pauses
Restrictions
Access Control

How to run the report

The Client Packages report is available to Manager users where the permission is enabled:

To set the permission click: Settings > User Permissions > Manager > Can see Reports section > Client Packages = True

To run the report:

Click Reports in the main menu
Click + to add a new report to the queue
Choose Client Packages from the list
Choose the filter options, click Generate

Filter Options

Format	Choose the format of the output report file: .csv - a comma separated text file that can be opened using Excel or other applications .json - a structured text file useful for exchanging data with other systems .xlsx - an Excel file that is usually smaller than the csv option but can take longer to produce .pdf - uneditable portable document most suited to printing
Clients	Choose which clients to include All - Choosing all limits the report to showing all clients with Active packages. If you select another option then the Package Status options are shown. This is to limit the size of the report for normal use. Group - select a group of users to report on Tags - select clients that have been tagged in some way Specific - choose individual or multiple Clients from the list
Locations	Choose the location setting to limit the scope of the report. Clients will appear in the report if: Their home location is in the selected locations or The package purchase location is in the selected locations The locations visible in the report are limited to the locations that the user has permission to view. Change the Home club or Allocated Locations for a user to allow them to see all locations.
Packages	Use the packages filter to choose which packages appear in the report: All - includes all packages that meet the other filters Tags - select the tags to only report on packages that are tagged Specific - select the specific package to report on.
Package Status	If the Clients filter is set to All then the package status filter is limited to Active packages only. If the Clients filter is set to any other option then the other package status filters are available. Active - Shows packages that have not expired, still have some credits in them and have not been terminated or refunded. Expired - Choosing the show Expired packages will include all the packages for a client that they can no longer use because they have passed the expiry date or been refunded or terminated. Note that this can be a very long list in some circumstances, so consider using other filters to narrow down the report further. Archived - Choose archived to list all the packages that have not expired, but have run out of credits.

Report Columns

Section	Column name	Notes
Client details	Client FKL ID	Unique numerical ID in Fisikal
	Client name
	Client ALT ID	Identity from external system
	Lead client	Shows Yes if this client is a lead client
	Linked Clients	If this client is a lead client then this column lists the clients they are in charge of.
	Linked To	If this client has Lead client then shows their name
	Client Home Location
	Lead Trainer ID	ID of the Lead Trainer for this client which is who they are most likely to spend their credits with
	Lead Trainer Name	Name of the lead trainer
Package details	CSP ID	Unique ID of the client service package
	CSP Status	Status of the package for this client; Active - packages that have not expired, still have some credits in them and have not been terminated or refunded. Archived - packages that have not expired, but have run out of credits. Expired - packages for a client that they can no longer use because they have passed the expiry date or been refunded or terminated
	Package Title	Name of the package
	CSP Created At	Date that the package was assigned to the client (date of purchase)
	CSP Starts At	Date that the package is scheduled to commence. The credits in the package cannot be used until this date has passed
	CSP Expires At	Date that the package becomes expired. Note that credits in the package can be configured to last a bit longer than the package itself.
	Package ID	ID of the package in the list of packages in the system
	Package Alt ID	ID of the package in an external system
Credit Details	Package has overall credit limit	Limited - There is a limit applied for the whole package (see next column for the value). For example a 10 Pack of PT package may contain contains credits to allow the client to book; 10 x PT 60 Mins in-studio or 10x PT 60 Mins online. That does not mean they have 20 credits, because the overall limit is 10. The client can have some of either service, but the total sessions is 10. No limit - The total number of credits available is the sum of the amount for each service in the package. This is the same as the total assigned credits
	Package overall limit	If this package has an overall limit then the value is shown here.
	Total assigned credits	Total count of credits assigned for all the services in the package.
	Total remaining credits	Total count of credits remaining for all the services in the package.
	Credits used	Difference between assigned and remaining.
	Remaining from package limit	How many credits are remaining from the overall limit if there is one.
Purchase information	CSP Purchase Location	Location chosen or assumed during the purchase process
	Payee	Name associated to the Payment Setting used for the purchase
	Cost	The configured price of the package at the time of purchase. Not necessarily what the client paid, it does not include discounts. use the Daily Takings Report to analyse this data.
	Part of subscription	If the package has a type of Single or Expirable then this value shows 'No'. If the package has a type of 'Subscription' then this value shows the Valid for value of the package.
	Part of bundle	If this package was bought by selecting a Bundle then the name of the bundle is shown. Otherwise will show 'No;
Installments	Number of installments	If the package is a Subscription with a Payment Plan of Installment then this column shows the calculated number of installments due. 'Valid for' + 'Renewal' / 'Payment taken every'
	Installment count	Number of installments completed
	Installment paid	Sum of the amount of all the installments
Pauses	Package can be paused by client	Value of the 'Allow client to pause packages' option on Subscription - Installment packages.
	Pause allowance weeks	If clients can pause the package and a maximum number of weeks they can pause for is specified then the limit is displayed here.
	Pause allowance used	How many weeks the package has been paused. This number includes weeks where the pause was applied by a manager or the client.
	Pause status	Only the upcoming (scheduled) or ongoing (started) pauses are shown in the report.
	Pause start	Date pause starts
	Pause end	Date pause ends. Pauses usually end on the last minute of the date in this column
	Pause duration days	Difference between the start and end dates
	Paused by	Name of the user that applied the pause.
Restrictions	Restricted to use with trainer	If the package is not free and the Payee is a trainer then there is the option to only allow bookings from this package to be used to book session with the trainer who took payment.
Restrictions	Restricted to use in time group	If the package has been configured to only be used on occurrences in a specified time group then the name of the time group is shown.
Access control	Package grants access	Value of the Grant Access option on the package
Access control	Access Control Scheme	If Package grants access is true then the name of the Access Control Scheme is shown here.

FAQ:

I need to be to make a report where I can see both active and archived packages that have been assigned in a specific time period. How do I do this?

To achieve this you need to run the report twice:

Run once with all the options set to default settings, this gives all the Active packages (no date range applied)
Run again, but change Clients to Group, and then select All Clients group, and then Status Archived. This gives all the currently archived packages.

Use the CSP Created At column to see when the package was assigned.