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Summary
The Outstanding Packages report shows all active, non-expired package components that owners have purchased. It helps you track remaining credits, expiration timelines, and the value of unused components across all packages.
What This Does
Reporting and Location Access
Reports in Gingr use location-based reporting. Results are calculated for the locations you select, and each report's location label decides how results are calculated.
Your Allowed Locations limit the locations you can choose. If a location does not appear as an option, check your location access before you run the report.
Summary Totals
This section shows the total number of active, non-expired package components for all owners. It also shows the number of active package credits for each component across all owners, and the total value remaining.
The report calculates Total Value Remaining with this equation:
(component price ÷ component quantity at purchase) × remaining credits
For example, you buy a package for $200 with 10 credits. That is a value of $20 per credit. If 5 credits are left, the value remaining for the package is $100.
A package can have several components. Each component adds to the total value remaining on its own.
Detailed Results
This section lists all applicable, active packages in the app.
Important: Use the column headers to sort the data alphabetically or numerically.
| Column | Description |
|---|---|
| Actions | Select the action button to get a link to the owner's profile. |
| Owner | The owner's name. |
| Package Type (Component) | The specific component name within the package type (for example, Go Home Bath, Training Session, Daycare | Full Day). |
| Location | The location where the package was purchased. |
| Number Remaining | The total number of credits left for the package. |
| Expires At | The scheduled expiration date and time of the package, if applicable. |
| Purchased At | The date and time the package was purchased. |
| Expiration Email Sent | A toggle that shows if the Package Expiration Reminder Email was sent. You can edit or turn on this email under Admin » System Email. It sends based on the frequency set in the package's settings on the Admin » Packages page. |
Export the Report and Add Customers to Campaigns
Select + Add to Campaign at the top of the generated list of standing reservations to add owners to a new campaign email or SMS.
To export the report to Excel, select the Export button at the top of the details section. To print the report or save it as a PDF, select the Print button at the top of the details section.
Where to Find It
Go to Left-hand Navigation: Reports & More » Reports and select the Outstanding Packages report.
Related Articles
- Active Subscriptions Report Reference
- Canceled Subscriptions Report Reference
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