Reports

All about the Reporting Module, Concepts, Admin Reports, and FAQs

Sagar Garuda avatar Urmilla Chandran avatar Abhay Anumula avatar +3
156 articles in this collection
Written by Sagar Garuda, Urmilla Chandran, Abhay Anumula and 3 others
Reports (Latest Version)

Reports Dashboard Overview

Learn about latest Zenoti Reports Dashboard, the list of new reports, and how you can access all reports that are enabled for your role
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Written by Sumayya Fatima
Updated over a week ago

Report Dashboard Layout

Learn about the various components of the latest Zenoti Reports Dashboard
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Written by Sumayya Fatima
Updated over a week ago

Enable or Disable Reports and Columns at Organization Level

Learn how to enable and disable the reports and columns that are relevant for your organization
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Written by Sumayya Fatima
Updated over a week ago

How to search and open a report?

Learn how to search and open a report from the new Zenoti Reports Dashboard
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Written by Sumayya Fatima
Updated over a week ago

How to customize columns in a report?

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Written by Sumayya Fatima
Updated over a week ago

How to mark a report as favorite?

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Written by Sumayya Fatima
Updated over a week ago

Email a Report

Learn how you can email the latest version of Zenoti Reports
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Written by Sumayya Fatima
Updated this week

Email Now option for Latest Version of Zenoti Reports

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Written by Sumayya Fatima
Updated this week

Schedule a Report

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Written by Sumayya Fatima
Updated this week

How to pin or freeze columns in a report?

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Written by Sumayya Fatima
Updated over a week ago

How can I show/hide columns in a report?

Learn how to show or hide columns in a report
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Written by Sumayya Fatima
Updated over a week ago

Create and Delete Views in Reports

Learn about views in reports and how you can create and delete them
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Written by Sumayya Fatima
Updated over a week ago

How to create a report summary?

Learn how to group a few columns in the latest Zenoti reports and generate a summary report based on these columns
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Written by Sumayya Fatima
Updated over a week ago

How to export reports?

Learn how to export or download a report in Excel or CSV format
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Written by Sumayya Fatima
Updated over a week ago

How to disable Exc-Tax, Inc-Tax, or Value columns in the Accounting Summary report?

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Written by Sumayya Fatima
Updated over a week ago

Why columns are missing from the report?

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Written by Sumayya Fatima
Updated over a week ago

Packages Report

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Written by Sumayya Fatima
Updated over a week ago

Notification Email Report

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Written by Sumayya Fatima
Updated over a week ago

Notification SMS Report

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Written by Sumayya Fatima
Updated over a week ago

Tips Report

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Written by Sumayya Fatima
Updated over a week ago

Feedback Report

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Written by Sumayya Fatima
Updated over a week ago

Petty Cash Report

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Written by Sumayya Fatima
Updated over a week ago

Attendance Report

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Written by Sumayya Fatima
Updated over a week ago

Employee Sales Report

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Written by Sumayya Fatima
Updated over a week ago

Gift Cards Report

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Written by Sumayya Fatima
Updated over a week ago

Appointments Report

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Written by Sumayya Fatima
Updated over a week ago

Register Closure Report

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Written by Sumayya Fatima
Updated over a week ago

Collections Report

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Written by Sumayya Fatima
Updated over a week ago

How to reconcile collections with money in your bank account?

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Written by Sumayya Fatima
Updated over a week ago

Accounting Summary Report

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Written by Sumayya Fatima
Updated over a week ago

How to reconcile accounts?

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Written by Sumayya Fatima
Updated over a week ago

Sales - Accrual Report

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Written by Sumayya Fatima
Updated over a week ago

Sales - Cash Report

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Written by Sumayya Fatima
Updated over a week ago

What's the difference between Sales-Cash and Sales-Accrual?

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Written by Sumayya Fatima
Updated over a week ago

Sales-Tax Report

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Written by Sumayya Fatima
Updated over a week ago

Employee KPI Report

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Written by Sumayya Fatima
Updated this week

Cross-Center Settlement Report

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Written by Sumayya Fatima
Updated this week

Packages Liability Report

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Written by Sumayya Fatima
Updated this week

Current Stock Report

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Written by Sumayya Fatima
Updated this week

Gift Cards Liability Report

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Written by Sumayya Fatima
Updated this week

Email Scheduler Report

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Written by Sumayya Fatima
Updated this week

Forms Report

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Written by Sumayya Fatima
Updated this week

Zenoti Latest Reports: FAQ

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Written by Sumayya Fatima
Updated this week
Organization Reports

Employee - Attendance Details Report (Org Level)

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Written by Sumayya Fatima
Updated over a week ago

Report: Organization Sales

Report to track the sales made in each of your centers
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Written by Sagar Garuda
Updated over a week ago

Accounting - Organization Collections - Recurring Memberships Report

View this report to know the total payment received from recurring memberships based on a business unit/zone over a period of time
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Written by Sumayya Fatima
Updated over a week ago

Accounting - Organization Sales Report

View this report to know the total sales made from services, packages, products, prepaid cards, gift cards, and memberships
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Written by Sumayya Fatima
Updated over a week ago

Accounting - Organization Collections By Item Report

View this report to know the total collection made from services, packages, products, prepaid cards, gift cards, and memberships
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Written by Sumayya Fatima
Updated over a week ago

Sales - Service Summary Report

View this report to know the total number of services performed at all centers or a specific center
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Written by Sumayya Fatima
Updated over a week ago

Accounting - Organization Collections Report

View this report to know the total collections made from services, packages, products, prepaid cards, gift cards, and memberships
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Written by Sumayya Fatima
Updated over a week ago

Sales - Product Summary Report

View this report to know the total product sales by category
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Written by Sumayya Fatima
Updated over a week ago

Collections - Service Summary Report

View this report to know the total collections made from services
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Written by Sumayya Fatima
Updated over a week ago

Collections - Product Summary Report

View this report to know the total collections made from products
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Written by Sumayya Fatima
Updated over a week ago

Revenue - Service Summary Report

View this report to know the summary of revenue recognized from services
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Written by Sumayya Fatima
Updated over a week ago

Revenue - Product Summary Report

View this report to know the summary of the revenue recognized from products
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Written by Sumayya Fatima
Updated over a week ago

Report: Organization Collections

Report to track the collections made in each of your centers
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Written by Sagar Garuda
Updated over a week ago

Report: Organization Revenue

Report to track the revenue from each of your centers
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Written by Sagar Garuda
Updated over a week ago
Financial

Register Summary Report

Learn about the information available in the Register Summary report
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Written by Ramya Devara
Updated over a week ago

Sales - Invoice Logs Report

View this report to know the details of any action performed on an invoice
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Written by Sumayya Fatima
Updated over a week ago

Sales - Product (Profitability) Report

View this report to know the cost to the current center and the profit margin for each product by category or by business unit
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Written by Sumayya Fatima
Updated over a week ago

Retail Sales Ratio Report

This report helps you track the ratio of product sales to service sales at your center in a selected time period
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Written by Sagar Garuda
Updated over a week ago

Sales - Center Invoice Average Report

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Written by Sumayya Fatima
Updated over a week ago

Sales - Invoice Refunds Report

View this report to know invoice details for items that were refunded to guests at the current center
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Written by Sumayya Fatima
Updated over a week ago

Sales - Top Sellers Report

View this report to know the details of the services and products that are popular in the current center
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Written by Sumayya Fatima
Updated over a week ago

Sales - Service (Profitability) Report

View this report to know the cost to the current center and the profit margin for each service by its category or by a business unit
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Written by Sumayya Fatima
Updated over a week ago

Report: Collections by Invoices

This report provides you details of all the collections from sales of all the items at your center during a specified time period
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Written by Sagar Garuda
Updated over a week ago

Report: Collections by Item

This report provides you details of all the collections (including the tax details) from sales at your center during a specified time period
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Written by Sagar Garuda
Updated over a week ago

Report: Other Fee Collections

This report gives details of fee collected at your center such as other fee or environmental fee
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Written by Urmilla Chandran
Updated over a week ago

Report: Sales - Package

This report provides you details of all the packages sold at the current center including payment details
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Written by Sumayya Fatima
Updated over a week ago

Report: Sales - Product

Know the details of all the products sold at the current center including payment details
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Written by Sumayya Fatima
Updated over a week ago

Report: Sales - Service

This report provides you details of all the services performed at the current center including the payment details
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Written by Sumayya Fatima
Updated over a week ago

Report: Sales - Membership

This report provides you details of all the memberships sold at teh current center including payment details
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Written by Sumayya Fatima
Updated over a week ago

Report: Sales - Invoices

This report provides you details of all the sales made at your center during a specified time period
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Written by Sumayya Fatima
Updated over a week ago

Report: Sales - Day/Promo Package

This report provides you details of all the day or promotional packages sold at your center including the payment details
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Written by Sumayya Fatima
Updated over a week ago

Report: Sales - Pre-paid Card

This report provides you details of all the prepaid cards sold at your center including payment details
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Written by Sumayya Fatima
Updated over a week ago

Report: Sales - Gift Card

This report provides you details of all the gift cards sold at the current center including payment details
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Written by Sumayya Fatima
Updated over a week ago

Sales - Service (Category) Report

Know the details of all the services sold at the current center for a specific category
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Written by Sumayya Fatima
Updated over a week ago

Sales - Product (Category) Report

Know the details of all the products sold at the current center for a specific category
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Written by Sumayya Fatima
Updated over a week ago

Sales - Package (Category) Report

Know the details of all the packages sold at the current center for a specific category
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Written by Sumayya Fatima
Updated over a week ago

Sales - Membership (Category) Report

Know the details of all the memberships sold at the current center for a specific category
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Written by Sumayya Fatima
Updated over a week ago

Sales - Center Sales Report (Graphical)

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Written by Sumayya Fatima
Updated over a week ago

Center Targets - Summary Report (For the Month)

This report enables you to track the month-to-date performance of your center against the monthly targets
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Written by Sagar Garuda
Updated over a week ago

Center Collection Report (For the Month)

This report lets you track the month-to-date collections of your center
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Written by Sagar Garuda
Updated over a week ago

Center Targets - Detail Report (For the Month)

This report enables you to track the month-to-date performance of each business unit in your center against their targets
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Written by Sagar Garuda
Updated over a week ago

Product Revenue Report

This report provides a graphical and tabular representation of the revenue generated from selling products during a selected time period
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Written by Sagar Garuda
Updated over a week ago

Collections - Online Transactions Report

View the details of all online collections of your center
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Written by Abhay Anumula
Updated over a week ago
FAQ and Troubleshooting

Why am I unable to view the new Current Stock report?

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Written by Sumayya Fatima
Updated this week

How do I generate the report that lists gift card sales?

Learn how to view the gift voucher sales report
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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the Employee Attendance Details report?

Learn how to track the attendance details of an employee during a specific time period
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Written by Siddhanta Sahu
Updated over a week ago

How do I generate a report on the leave history of an employee?

Learn how to track the leave history of employees
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Written by Siddhanta Sahu
Updated over a week ago

How do I generate a report on the actual service hours of an employee?

Learn how to track the service hours of employees at their base center
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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the Employee Attendance Summary report?

Learn how to track the actual working hours, service hours, and unavailable hours of employees at their base center
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Written by Siddhanta Sahu
Updated over a week ago

How to generate the prepaid card liability report?

Learn how to run the report that tracks the liability balance after the sale and redemption of prepaid cards at a center
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Written by Siddhanta Sahu
Updated over a week ago

How to generate the gift card liability report?

Learn how to run the report that tracks the liability balance after the sale and redemption of gift cards at a center
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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the membership liability report?

Learn how to run the Liability – Membership report
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Written by Siddhanta Sahu
Updated over a week ago

How to generate the sales by room report?

Learn how to find the sales performed in each available room at your center
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Written by Siddhanta Sahu
Updated over a week ago

How to find the report that lists membership sales?

Learn how to generate the membership sales report
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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the report of collections based on online transactions?

View this report to know about all the collections generated at your center from online transactions for a particular payment processor
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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the report on invoice logs?

View the invoice logs report to know the details of all the actions performed on an invoice
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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the report on package balances?

Learn how to run a report that tracks your liability balance after the sale and redemption of packages at your center
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Written by Siddhanta Sahu
Updated over a week ago

View the report of collections based on custom payments

Learn how to generate the report of your collections based on various custom payment options
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Written by Siddhanta Sahu
Updated over a week ago

View the report on payments made to your bank account

Learn how to generate the report on transactions and payments made to your bank account
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Written by Siddhanta Sahu
Updated over a week ago

View the report on credit card transactions at your center

Learn how to generate the report on credit card transactions at your center over a specific duration
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Written by Siddhanta Sahu
Updated over a week ago

View the report on credit card collections at your center

Learn how to generate the report on collections received via credit card at a center
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Written by Siddhanta Sahu
Updated over a week ago

Trouble Opening Zenoti Reports in Excel

Reports that are exported to Excel either do not open or open as blank sheets
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Written by Sagar Garuda
Updated over a week ago

How to view the sales of a single product?

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Written by Sumayya Fatima
Updated over a week ago

Trouble Opening Zenoti Reports using Numbers

Learn what to do if you have trouble opening Zenoti reports using Numbers in Mac
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Written by Sagar Garuda
Updated over a week ago

Register Summary Report: FAQ

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Written by Ramya Devara
Updated over a week ago

How is guest retention calculated?

Learn how Zenoti Reports calculates guest retention
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Written by Sagar Garuda
Updated over a week ago

Some reports are not visible even though I have the required permissions

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Written by Sagar Garuda
Updated over a week ago

I don't find a report to be included in the select daily reports to be sent by email list

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Written by Sagar Garuda
Updated over a week ago

How do I find the purchase history of my SMS and email credits?

Learn which report to use to find out your purchase history (purchased or borrowed) of SMS (text) and Email credits
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Written by Sagar Garuda
Updated over a week ago

How do I find out the number of emails sent by my center?

Learn which report to use to know the number of emails sent by your center along with the delivery status
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Written by Sagar Garuda
Updated over a week ago

How do I find out the number of SMS messages sent by my center?

Learn which report to use to know the number of SMS messages sent by your center along with the delivery status
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Written by Sagar Garuda
Updated over a week ago

Average invoice value in Daily Summary report is incorrect

Learn how to validate the value in the Average Invoice Value field in the Daily Summary Report
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Written by Sagar Garuda
Updated over a week ago

Sale value shows a lesser amount than the sale price

Understand when and why the sale value shows a different amount than the sale price in Zenoti Reports
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Written by Sagar Garuda
Updated over a week ago

Print Invoices from Reports

This article describes how you can print invoices for a particular day or for a time period
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Written by Sagar Garuda
Updated over a week ago

Sale Date is Incorrect

Learn why prepaid services or sale of products show different sale dates than the actual sold or payment dates
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Written by Sagar Garuda
Updated over a week ago

When is Revenue Realized in Zenoti?

Understand the scenarios when revenue is reported in Zenoti Reports
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Written by Sagar Garuda
Updated over a week ago

Sales Missing in Reports

This article describes what you must look for, if your Sales reports do not show or reflect any of your sales
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Written by Sagar Garuda
Updated over a week ago