--------------------------------------------------------------------------------------------------------------------------Disclaimer: This article is only for the latest version of Zenoti Reports.

In the new Zenoti Reports, regardless of whether you are at the center level or organization level, you can view all new reports across all modules that are accessible based on the roles that you are assigned to.

To find a report, you can use one of the following methods:

  1. In the Search box, enter the name of the report.

  2. To view all the reports in that specific group, select the report group name such as Financial, Operational, Inventory, Marketing, or Zenoti Payments.

  3. To view all the reports use the By Category drop-down. You can view reports based on Last Viewed, Frequently Viewed, Alphabetically, or by a specific Category.

After you locate a report, you can mark the report as favorite and add it to the Favorites section.

Thumbnail View & List View

You can view the reports on the dashboard as thumbnails or as a list. At any time, you can expand or collapse a group of reports for convenience.

Generate a Report

After you’ve searched for the report, you can generate it in multiple ways:

  1. Click the generate icon.

  2. Click the report name.

  3. Click Run.

See Also

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