The following table describes all the permissions available to manage the report functions at your organization. You can configure reports such as the Salon Summary report, Attendance report, and Employee KPI report. You can configure these permissions for any role in your organization.

Navigation

  1. At the organization level, click the Admin icon.

  2. Navigate to Organization > Security Roles.

  3. Go to the Permissions tab.

  4. Expand the Reports section.

Name

Description

Business KPI (Key Performance Indicators) Report

A user with this permission can view the business KPI V2 report. This report helps you monitor the performance data of various centers. Use this report to track crucial metrics such as the total business generated at a center, the performance of a center, revenue generated from different channels, guest feedback and retention, and much more.

Salon Summary Report

A user with this permission can view the Salon Summary V2 report. This report gives business owners a snapshot of business’s daily and weekly performance.

Attendance Report

A user with this permission can view the Attendance V2 report. This report lets you know the scheduled hours and actual check-ins for each employee.

Employee Sales Report

A user with this permission can view the Employee Sales V2 report. This report allows you to help the providers keep a check on their day-to-day sales.

Employee KPI Report

A user with this permission can view the Employee KPI V2 report. This report shows the details that measure the performance of your employees based on the services performed, items sold, and feedback they received from guests.

Tips Report

A user with this permission can view the Tips V2 report. This report allows you to view the total amount collected towards tips and any adjustments made due to tips.

Employee Login Activity Report

A user with this permission can view the employee Activity V2 report. This report gives business owners a snapshot of employee login activity during the selected time period.

Account Summary Report

A user with this permission can view the Account Summary V2 report. This report gives you an overview of your sales, liabilities, receivables, redemption, collections, discounts, and miscellaneous expenses made at the current center.

Sales (Accrual) Report

A user with this permission can view the Sales (Accrual) V2 report. This report gives you a view of the sales made by the current center (on any day or over a time period).

Sales (Cash) Report

A user with this permission can view the Sales (Cash) V2 report. This report gives you a view of the sales made by your center (on any day or over a time period).

Important: This report does not consider the pending amounts in open invoices as sales.

Collections Report

A user with this permission can view the Collections V2 report. This report allows you to view the payments received (including redemptions) and the amount refunded on a day or during the given time period; this helps businesses to reconcile their bank deposits.

Register Closure Report

A user with this permission can view the Register Closure V2 report. This report lets you reconcile actual collections against each register with the total expected collections received for the center on a day or during the given period.

Sales Tax Report

A user with this permission can view the Sales Tax V2 report. This report gives an insight into the sales tax charged for a guest based on the sale date (accrual) overtime a period; this also includes the tax levied on the sale of liabilities at the current center.

Packages Liability Report

A user with this permission can view the Packages Liability V2 report. This report shows the details about package liabilities that your business started with, accrued, redeemed, expired, refunded, and the balance that will be carried forward in the book of accounts for a time period.

Gift Cards Liability Report

A user with this permission can view the gift Liability V2 report. This report shows the details about gift card liabilities that your business started with, accrued, redeemed, expired, and the balance that will be carried forward in the book of accounts for a time period.

Prepaid Cards Liability Report

A user with this permission can view the prepaid Liability V2 report. This report displays the details about prepaid card liabilities that your business started with, accrued, redeemed, expired, and the balance that will be carried forward in the book of accounts over the selected time period.

Loyalty Points Liability Report

A user with this permission can view the loyalty Liability V2 report. This report retrieves the value of loyalty points liability your business has accrued, redeemed, expired, or refunded. In addition, this report helps you ascertain the amount of liability to be carried over in the book of accounts. Use this report to track whether the loyalty points liability at your centers increased or decreased over a specific duration.

Cross Center Settlement Report

A user with this permission can view the cross Settlement V2 report. This report will show the details about the amount that your center should collect or pay to other centers because of the redemption of liabilities: packages, prepaid cards, and gift cards.

Petty Cash Report

A user with this permission can view the Petty Cash V2 report. This report allows you to track small business expenses.

Memberships Liability Report

A user with this permission can view the Memberships Liability V2 report. This report retrieves the value of memberships liability your has business accrued, redeemed, expired, or refunded. In addition, this report helps you to ascertain the amount of liability that will be carried over in the book of accounts. Use this report to track whether the membership liability at your centers increased or decreased over a specific duration.

Forms Report

A user with this permission can view the Forms V2 report. This report shows the details of forms saved or submitted either on a single day or during a time period.

Feedback Report

A user with this permission can view the Feedback V2 report. This report allows you to analyze ratings and comments given by guests for the services availed.

Guest KPI Report

A user with this permission can view the guest KPI V2 report.

Forms Data Export Report

A user with this permission can view the Forms Data V2 report. This report lets you export the field-level data such as vaccination status to a .XLS or .CSV file.

Guest Retention Report

A user with this permission can view the Guest Retention V2 report. This report shows you information (number and percentage) on guests who availed a service at your center during a specified period and came back for another appointment at a future date.

Integrations Sync Status Report

A user with this permission can view the Integrations Sync V2 report. The Integrations Sync Status report gives you the summary of data synced or failed. This report shows you the status of sync for each invoice and journal.

Current Stock Report

A user with this permission can view the Current Stock V2 report. This report shows the stock in hand and the cost of goods based on the perpetual average costing method.

Cost of Goods Report

A user with this permission can view the cost Goods V2 report. This report retrieves detailed information on the sale of retail and consumable products at your centers as well as the cost associated with those products.

Stock Ledger Report

A user with this permission can view the Stock Ledger V2 report. This report retrieves detailed information on the movement of stocks at your centers. Use this report to compute theperpetual cost value of your stocks as well as to reconcile the movement of stocks and their respective costing amounts.

Memberships Report

A user with this permission can view the Membership V2 report. The Membership report tracks the membership balance (by value, price, and service credits) after the sale and redemption of memberships across your centers.

Packages Report

A user with this permission can view the Packages V2 report. The Packages report shows the details of packages sold in time period along with their status and balance.

Gift Cards Reports

A user with this permission can view the Gift Cards V2 report. The Gift Cards report shows details about the gift cards sold, the status and balance of gift cards, the sender and recipient details, and expired gift cards.

Guest Referral Effectiveness Report

A user with this permission can view the guest Effectiveness V2 report. The Guest Referral Effectiveness report shows which existing guests are bringing new guests to your business. You can view details such as referrer and referee awards, accrual and redemptions of these awards, and the number of guests referred by each referrer.

Employee Referral Effectiveness Report

A user with this permission can view the employee Effectiveness V2 report. This report lists the details of employees who are new guests to the business using the referral programs.

Packages Payments Report

A user with this permission can view the Packages Payments V2 report. The Packages Payment report retrieves detailed information on the packages for which payment is to be collected.

Package Benefits Detail Report

A user with this permission can view the package Details V2 report. The Package Benefit Detail report helps center managers gain insights into scheduled payments that are due. Managers and owners can then follow up with guests on payments that failed, alert guests about upcoming payments, and project collections in a given time period.

Membership Benefits Detail Report

A user with this permission can view the membership Detail V2 report. The Membership Benefit Detail report helps center managers gain insights into scheduled payments that are due. Managers and owners can then follow up with guests on payments that failed and alert guests about the same.

Memberships Payment Report

A user with this permission can view the Memberships Payment V2 report. The membership payment report shows a list of all the payments received for memberships.

Loyalty Points Report

A user with this permission can view the Loyalty Points V2 report. You can use the loyalty points report to view the details of the loyalty points for all the guests.

Prepaid Cards Report

A user with this permission can view the Prepaid Cards V2 report. The Prepaid Card Details report tracks essential details of all prepaid cards issued at your location. The report displays details for both active and expired prepaid cards.

Memberships Waive Report

A user with this permission can view the Memberships Waive V2 report. The Memberships Waived Collection report gives you details of all membership waivers. This is available both at the center level and organization level.

Memberships Reduced Usage Report

A user with this permission can view the memberships Usage V2 report. The Memberships Reduced Usages report gives details of guests who have not redeemed any benefits from their memberships in the last few days.

Campaigns Report

A user with this permission can view the Campaigns V2 report. The Campaigns report helps business owners analyze how their campaigns are performing during a selected time period. Using this report, you can track the revenue generated from campaigns, guests who availed of discounts, and the items on which discounts were applied.

Email/Schedule

A user with this permission can email or schedule to send an email of the desired report.

Export

A user with this permission can export the desired report.

Appointments Report

A user with this permission can view the Appointments V2 report. The Appointments report provides you with details of all the appointments made at your center including the appointment creation date, guest details, service details, service segment details, and service date.

Notification Email Report

A user with this permission can view the Notification Email V2 report. The Notification Email report shows the details of all the transactional email notifications that have been sent to the guests.

Notification SMS Report

A user with this permission can view the notification SMS V2 report. The Notification SMS report shows the details of all the SMS notifications that have been sent to the guests over a time period. You can also know the text credits that were consumed for each notification.

Zoom Meeting Metrics Report

A user with this permission can view the zoom Metrics V2 report. The Zoom Meeting Metrics report displays details for metrics related to virtual classes, such as the total number of students registered for the class, the total number of students who attended the class, Zoom meeting start time, and end time, class category, class subcategory, and business unit.

Classes Attendance Report

A user with this permission can view the Classes Attendance V2 report. The Classes Attendance report helps you monitor the attendance data of your classes with various details such as the total strength of a class, the number of students who attended a class, and much more.

Email Scheduler Report

A user with this permission can view the Email Scheduler V2 report. The email scheduler report shows a list of all the emails that are scheduled to be sent in the future.

Digital Payments Report

A user with this permission can view the Digital Payments V2 report. The digital payments report lists all the payments collected on an integrated payment processor such as Zenoti Payments, Stripe, and Worldpay.

Dispute Payments Report

A user with this permission can view the Dispute Payments V2 report. The Dispute payments report allows you to view details of disputed transactions and submit evidence against those disputes.

Reconciliation Report

A user with this permission can view the Reconciliation V2 report. The reconciliation report lists all the collections made by your business and compares the same with the payouts received in your bank account.

Bank Deposit Report

A user with this permission can view the Bank Deposit V2 report. The bank deposit report lists all the deposits in your bank account.

AVS Details for Saved cards

A user with this permission can view the AVS Saved V2 report. The AVS Details for Saved Cards report lists all the guests whose cards are saved in Zenoti, and whose address details are either missing or invalid.

Royalty Report

A user with this permission can view the Royalty V2 report. The Royalties report shows a list of all the transactions that are under process and the transactions that are settled. Businesses can also view a break-up of the royalty amount collected and reinitiate failed transactions.

IC Plus Digital Payments Report

A user with this permission can view the IC Plus Payments V2 report. This report shows a list of all the payments collected along with the InterChange fee using an online payment provider integrated with Zenoti. This report must be enabled only for businesses on the IC Plus pricing model.

ACH Check Transactions Report

A user with this permission can view the ACH Check Transactions V2 report. The ACH check transactions report shows a list of all the transactions that are done in the automated clearing house using checks.

Direct Payments Report

A user with this permission can view the Direct Payments report. This report lists all the Automated Clearing House (ACH) transactions that are made using a Demand Draft (DD) in Zenoti. You can also check the invoice #, transaction amount, and the transaction status of these transactions.

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