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Disclaimer: This article is only for the latest version of Zenoti Reports. Do not compare the data in this version with the data in the previous version.
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This report shows the details of forms (service forms and tag forms) saved or submitted on a day or during a time period.
Note: If a service has multiple forms, you will see multiple entries in the report.
Navigation
Click the Reports icon.
Search for and open the report.
Depending on the requirement, select the desired filters.
Note: You can view the report only for all the centers you have access to.Click Refresh.
The report is generated based on the selected filters.
Filter Criteria
Filter Name | Options | Description |
Centers |
| Lets you view the report for all centers or of selected centers only. |
Category |
| Lets you view the report by service categories. |
Service |
| Lets you view the report by service names. |
Provider |
| Lists the employees who have a role assigned in the current center and their start date is within the selected report duration. |
Appointment Date |
| Lets you select the date range for which you want to view the report. |
Submit Status |
| Lets you view the report by various statuses of forms:
|
Review Status |
| Lets you view the report by various review statuses:
|
Column Descriptions
Column Name | Description |
Center Name | The name of the center in which the service was performed. |
Invoice# | The invoice number of the service to which the form is associated. Note: To view the invoice details, click the invoice number. |
Guest Code | The unique identifier of the guest who took the service. |
Guest Name | The name of the guest who took the service. Note: To view the guest profile, click the guest name. |
Appointment Date | The date on which the service was performed. |
Service Name | The name of the service. |
Provider | The name of the provider who performed the service. |
Form Name | The name of the form associated with the service. |
View | The preview link of the form. Note: Click this link to view the form. |
Submit Status | The status of the form.
|
Review Status | The review status of the form.
|
Last Modified By | The name of the user (guest or employee) who has recently performed an action (save, submit, or review) on the form. |
Last Modified On | The recent date on which the user (guest or employee) performed an action (save, submit, or review) on the form. |
Enable for Review | Indicates if the Enable for review option was enabled when the form was configured, with a Yes or a No. |
Expiry Date | The date on which the form is set to expire. |