This feature is only available to practices with Packages enabled.
About the Package Sales Report
The Package Sales Report provides a comprehensive view of all purchased patient packages in your practice. Use this report to quickly identify which patients have active packages and track package utilization without reviewing individual patient charts.
Access the Package Sales Report
Navigate to Reports in the main menu
Click Package Sales
Understanding the Report
The report displays one row for each patient-package combination, showing current status and remaining items. This layout allows you to see multiple packages per patient if they have purchased different package types.
Column Explanations
Each row contains the following information:
Patient: The patient's name
Package: The name of the purchased package
Status: Active (package is currently available for use) or Ended (package has expired or been fully used)
Purchase Date: The date the patient purchased the package and links to the packages section on the patient page
Utilization: Status showing Fully consumed, Partially consumed, or Unused
Items Remaining: The number of services or items left in the package
Purchased Channel: Provider (added in the provider portal) or Self-Buy (purchased in patient portal shopping)
Filter the Report
Select your desired purchase date range using the date picker
Choose a status filter (Active, Ended, or All)
Select a specific package from the package dropdown, or leave blank to view all packages
Click Apply Filters
Export Package Data
Apply any desired filters to narrow your results
Click Export CSV
The CSV export includes all visible columns plus additional reconciliation fields:
Purchase amount
Revenue recognition
Category