Custom Package Renewal Report

This report lists Custom Packages that are ready to renew within the time frame you specify. Remember, Custom Packages are a less-frequently used feature than Master Packages. This report will not display Master Packages. 

The report contains standard client information, such as name, phone, service address, and billing address.

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Additional fields are described below:

  • Package - The name of the Custom Package.
  • Freq - The number of rounds in the Custom Package.
  • PFreq$ - The set rate for rounds in the Custom Package.
  • Cd - The combined total of all the rounds from the Custom Package.
  • Service Total - This column appears as you filter Custom Packages by date. Each package round will have a column titled “Cd1”, “Cd2”, and more.
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