This article will walk you through generating and understanding the Session Credits Report.
Please Note:
- The retrieval of reports is limited to a 10-year timeframe from the current date, and the download process may vary in duration depending on the selected time frame.
- Reports are not customizable.
- This report reflects outcomes in real-time.
Access Your Report
Navigate to Reports > Credits/Bookings > Session Credits.
Understanding Your Report
Available Tab
This report shows all currently unused session credit counts and their underlying original booked sales totals by individual session type. This report includes any sessions that are flagged as sales consults.
Optional Cut-off Date: If a date is entered then only sessions from sales made before this cut-off date will be included.
Exclude Credit Types with Zero Sessions Available: Select the checkbox if you do not want to include credit types with zero sessions available.
Session Credit Type: The name of the session credit type.
Available: Total number of unused session credits for the Session Credit Type.
Underlying Sales: The value of the credits that remain unused, which have been paid for, but have not yet been utilized by the clients for a booking.
Expiring Tab
This report shows your currently available session expiration profile by session credit type - i.e. if no more sessions were consumed or sold how many would expire each month over the next selected number of months, and what is the original sales value of those sessions.
Months: The number of months selected will determine future month range of expiring credits.
Include Sessions Not Yet Logged: You may choose to include the sessions that have not yet been logged as completed to determine their status as show or no show.
Exclude Sessions That Never Expire: Choose if you do not want to include sessions that have no expiration date.
Session Name: The name of the session credit.
Expiration: Sales Package expiration date.
# Expiration Sessions: Total number of expired session credits for the Session Named.
Original Sales Value: The value of the sales that are expiring.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Reporting - Can access reports
- Reporting - Can access credits/bookings: session credit analysis