Digital Forms v2 Report

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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.

Navigate to the Reports tab and click Try the New Version.
The Reports Dashboard appears.

2. Search for and open the report.
The Forms report opens in a new tab.

3. Depending on the requirement, select the desired filters.
Note: You can view the report only for all the centers you have access to.

4. Click Refresh.
The report is generated based on the selected filters.

Filter Criteria

Filter Name	Options	Description
Centers	All List of centers	Lets you view the report for all centers or of selected centers only.
Category	All List of Service Categories	Lets you view the report by service categories.
Service	All List of Services	Lets you view the report by service names.
Provider	All List of all providers	Lets you view by the employee names.
Appointment Date	Yesterday Today Last 7 days Last 14 days This Month 2 Months 3 Months 6 Months 1 Year Custom	Lets you select the date range for which you want to view the report.
Submit Status	All Submitted Saved	Lets you view the report by various statuses of forms: Saved - The form is saved but not submitted. Submitted - The form is submitted.
Review Status	All Reviewed Not Reviewed	Lets you view the report by various review statuses: Reviewed - The form is marked as reviewed. Not Reviewed - The form is either not marked as reviewed or the form is not eligible for review.

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. Saved - The form is saved but not submitted. Submitted - The form is submitted.
Review Status	The review status of the form. Reviewed - The form is marked as reviewed. Not Reviewed - The form is either not marked as reviewed or the form is not eligible for review.
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.

Digital Forms v2 Report

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Filter Criteria

Column Descriptions