Package Summary Report

This report shows each Package and how many completed steps versus how many to-be-executed steps are left in the Package. The report can be filtered by an individual Package:


The columns on this report are as follows:

  • Service - the name of each round of the Master Package
  • First - the first scheduled date for the round
  • Last - the last scheduled date for the round
  • Days - the number of dispatched visits (not completed)
  • # Done - completed visits
  • # Left - visits in "pending" status
  • Earned - revenue earned from completed visits
  • Pending - revenue earned from "pending" visits

You can click into these columns to see all clients on the lists who have been or need to be dispatched. The column at the bottom shows the total number of visits, their total revenue, and the revenue average per visit.

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