Package and deferred revenue reports
Track deferred revenue, order breakdowns, and expired packages.
Deferred Revenue
The Deferred Revenue report shows revenue from packages, subscriptions, bundles, and communities that has been collected but not yet recognized — i.e., the client paid but hasn't used the sessions or services yet.
Columns: Client, email, pricing option, purchase date, amount paid, sessions remaining, estimated deferred value.
Use this report for accrual-based accounting to understand the liability on your books from prepaid but unused services.
Filters: Date range, pricing option type, client name.
Order Product Breakdown
The Order Product Breakdown report shows each product sold per order, including quantity and pricing. Where the All Payments report shows one row per transaction, this report shows one row per line item — useful when a single order includes multiple products.
Columns: Order date, order ID, client, email, product name, product type, quantity, unit price, total, pricing option.
Filters: Date range, client, product type.
Expired Packages
The Expired Packages report shows all packages (class packs and credits) that have expired or been fully used.
Columns: Client, email, pricing option name, purchase date, expiration date, sessions purchased, sessions used, sessions remaining at expiration.
Filters: Date range, pricing option name, client.
Use this to identify clients whose packs lapsed without being fully used — a good audience for a win-back offer.
Export
On any of these reports, click Export → choose CSV or PDF → Download.