The Packages tab answers one question: how much prepaid credit do you still owe your customers? It lists every outstanding package balance, values it, and lets you export the lot.
Deep link: https://business.petboost.com/reporting-and-intelligence?tab=packages
This tab is on-demand. It loads nothing until you ask it to, because it reads every customer's package history.
Run it
- Open Reporting & Intelligence and select the Packages tab.
- Select Load Package Data.
A progress bar counts the customers as it goes. On a large customer list this takes a moment.
The headline numbers
| Stat | What it tells you |
|---|---|
| Outstanding Liability | The value of credit customers have paid for and not used, with the number of customers holding it |
| Remaining Uses | How many unused credits are out there, with how many packages have been bought and how many are fully used |
| Liabilities Cleared | The value of credit redeemed in the period, with the number of redemptions |
| Deposits Refunded | The value refunded in the period, with the number of refunds |
| Avg Liability / Customer | Outstanding liability spread across the customers holding it |
| Avg Repurchase Period | The average gap between one purchase of a package and the next |
| Net Movement | Cleared plus refunded, so you can see the direction of travel |
Outstanding Liability is the number that matters at end of quarter. It is money you have banked and work you still owe.
Avg Repurchase Period by Package
Avg Repurchase Period by Package breaks the repurchase gap down by package, with the number of intervals it measured and how many customers repeated. It needs customers who have bought the same package at least twice, so it stays empty on a young account or a package you have only just launched.
Use it to time a reminder. If your 10-groom pack is repurchased every 94 days on average, a nudge at day 80 lands before the customer starts looking elsewhere.
Filter and search
The date range under the charts filters redemptions and refunds by period. It does not change the outstanding balances, which are always current. Select Clear filter to drop it.
The search box matches name, email, phone and package name.
The balances table
The table lists each customer's package: Customer, Package, Date Purchased, Remaining, Balance, % Used and Status. Select any column heading to sort by it. Status is Active while credits remain and Depleted once they are gone.
Sort by Remaining ascending to find the customers about to run out. That is your repurchase list.
Export
Export offers five files:
- Package Balances (CSV) is the table as it stands
- Liability Report (CSV) adds purchased, redeemed and remaining values per package
- Redeemed Credits (CSV) lists each redemption with the appointment it was used on
- Refunds Only (CSV) lists each refund
- Liability Report (PDF) is a formatted report with a Liability Summary, suitable for sending to a bookkeeper
Where a date range is applied, the redemption and refund exports are marked filtered.
A word on accounting
Petboost is not an accounting system, and the liability report says so on its face. Treat it as a reference point, not as a source of truth for tax, accounting or compliance. Balances recorded in Petboost do not include adjustments you have made outside it. For BAS and GST, use a dedicated accounting platform and feed it these numbers.