BUILT-IN REPORTS > DIAGNOSTIC
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      3. BUILT-IN REPORTS > DIAGNOSTIC

      SERVICE PACKAGES REPORT

      Diagnostic report listing the services available

      How to run the report

      The Service 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 > Service Packages = True

      To run the report:

      1. Sign in as manager
      2. Click Reports in the main menu
      3. Click + to add a new report to the queue
      4. Choose Service Packages from the list
      5. Choose the filter options, click Generate

      Screenshot 2023-11-02 at 16.14.03

      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
      Service packages

      Use the packages filter to choose which packages appear in the report:

      • All - includes all packages that meet the other filters, including inactive
      • Active -includes all active packages
      • Specific - select the specific package to report on

      Report columns 

      Name The name of the package
      Video Details whether there are videos in the service package 
      Image Details whether there are images in the service package
      Repeats Details whether there are repeats in the service package
      Repeats Frequency  Details the frequency of repeats if necessary
      Repeat Every  Details the time that the repeats happen
      Expires After Service package expiry time
      Total Credits Total amount of credits a client has to use in this package. 
      Booking Restrictions Details whether there are booking restrictions
      Services Details the services in the package 
      Tax The amount of tax on the package
      Cost The cost of the service package
      Payee The organisation/person that the payment is made to
      Location The location that the service package is available at
      Custom Rate  Indicates whether the package has any custom rates
      Count of Clients Rates Quantity of client rate
      Average Client Rate Average of client rate
      Count of Sale Location Rates Quantity of sale location rates
      Average Sale Location Rate Average of sale location rates
      Count of Group Rates Quantity of group rates
      Average Group Rates Average of group rates
      Service Status Details whether the service is active or not
      Package Status Details whether the package is active or not
      Service ID The ID of the service 
      Package ID The ID of the package
      Alt ID Alternative ID of the package - this is how the package is referenced from a third party integration.