Reports

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

Sagar Garuda avatar Abhay Anumula avatar Ramya Devara avatar +1
89 articles in this collection
Written by Sagar Garuda, Abhay Anumula, Ramya Devara and 1 other
Organization Reports

Employee - Attendance Details Report (Org Level)

Sumayya Fatima avatar
Written by Sumayya Fatima
Updated over a week ago

Report: Organization Sales

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

Sales - Product Summary Report

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

Collections - Service Summary Report

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

Collections - Product Summary Report

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

Report: Organization Collections

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

Report: Organization Revenue

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

Sales - Invoice Logs Report

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

Sales - Center Invoice Average Report

Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
Written by Sagar Garuda
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
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
Sumayya Fatima avatar
Written by Sumayya Fatima
Updated over a week ago

Sales - Center Sales Report (Graphical)

Sumayya Fatima avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago

Collections - Online Transactions Report

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

Trouble Opening Zenoti Reports in Excel

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

How is guest retention calculated?

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

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

Sagar Garuda avatar
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

Sagar Garuda avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
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
Sagar Garuda avatar
Written by Sagar Garuda
Updated over a week ago