Reports

Reports v2 Handbook

Written by Sumayya Fatima
Updated over a week ago

Reports Dashboard Overview

Learn about latest Zenoti Reports Dashboard, the list of new reports, and how you can access all reports that are enabled for your role

Written by Sumayya Fatima
Updated over a week ago

New Look for Reports v2 Dashboard

Written by Sumayya Fatima
Updated over a week ago

Report Dashboard Layout

Learn about the various components of the latest Zenoti Reports Dashboard

Written by Sumayya Fatima
Updated over a week ago

Enable or Disable Reports and Columns at Organization Level

Learn how to enable and disable the reports and columns that are relevant for your organization

Written by Sumayya Fatima
Updated over a week ago

How can I show/hide columns in a report?

Learn how to show or hide columns in a report

Written by Sumayya Fatima
Updated over a week ago

How to search and open a report?

Learn how to search and open a report from the new Zenoti Reports Dashboard

Written by Sumayya Fatima
Updated over a week ago

How to mark a report as favorite?

Written by Sumayya Fatima
Updated over a week ago

How to pin or freeze columns in a report?

Written by Sumayya Fatima
Updated over a week ago

How to customize columns in a report?

Written by Sumayya Fatima
Updated over a week ago

Create and Delete Views in Reports

Learn about views in reports and how you can create and delete them

Written by Sumayya Fatima
Updated over a week ago

Email a Report

Learn how you can email the latest version of Zenoti Reports

Written by Sumayya Fatima
Updated over a week ago

Email Now option for Latest Version of Zenoti Reports

Written by Sumayya Fatima
Updated over a week ago

How to create a report summary?

Learn how to group a few columns in the latest Zenoti reports and generate a summary report based on these columns

Written by Sumayya Fatima
Updated over a week ago

Schedule a Report

Written by Sumayya Fatima
Updated over a week ago

Why columns are missing from the report?

Written by Sumayya Fatima
Updated over a week ago

How to export reports?

Learn how to export or download a report in Excel or CSV format

Written by Sumayya Fatima
Updated over a week ago

Zenoti Latest Reports: FAQ

Written by Sumayya Fatima
Updated over a week ago

Guest retention report by month

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Written by Meghana Rangaraju
Updated over a week ago

Login Activity v2 Report

Written by Urmilla Chandran
Updated over a week ago

Guest Retention report by service

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Written by Meghana Rangaraju
Updated over a week ago

Threshold Limit for Reports

Written by Sumayya Fatima
Updated over a week ago

Guest Retention report by service provider

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Written by Meghana Rangaraju
Updated over a week ago

Guest Retention Report

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Written by Meghana Rangaraju
Updated over a week ago

Memberships Reduced Usages v2 Report

Written by Sreenivas Prabhath Narem
Updated over a week ago

Salon Summary V2 Report

Written by Sumayya Fatima
Updated over a week ago

Form Data Export Report

Written by Jishnu Ramakrishnan
Updated over a week ago

Reconcile accounting reports

Written by Sumayya Fatima
Updated yesterday

Integrations Sync Status Report

Written by Sumayya Fatima
Updated over a week ago

Packages v2 Report

Written by Sumayya Fatima
Updated over a week ago

Memberships Waived Collection v2 Report

Written by Sreenivas Prabhath Narem
Updated over a week ago

Review Multiple Forms from Reports v2

Learn how to review multiple forms from the Reports v2 interface

Written by Vinay Antony Payyapilly
Updated over a week ago

Package Payment v2 Report

Written by Urmilla Chandran
Updated over a week ago

Package Benefit Details v2 Report

Written by Urmilla Chandran
Updated over a week ago

Packages Liability v2 Report

Written by Sumayya Fatima
Updated over a week ago

Memberships v2 Report

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Written by Siddhanta Sahu
Updated over a week ago

Membership Liability v2 Report

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Written by Siddhanta Sahu
Updated over a week ago

Loyalty Points Liability v2 Report

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Written by Siddhanta Sahu
Updated over a week ago

Stock Ledger v2 Report

Written by Sumayya Fatima
Updated over a week ago

Digital Payments v2 Report

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Written by Siddhanta Sahu
Updated over a week ago

Cost Of Goods v2 Report

Written by Sumayya Fatima
Updated over a week ago

Reports V2: Pre-paid Card Liability Report

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Written by Siddhanta Sahu
Updated over a week ago

Prepaid Cards Liability v2 Report

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Written by Siddhanta Sahu
Updated over a week ago

Reports V2: Business Key Performance Indicators (KPI)

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Written by Siddhanta Sahu
Updated over a week ago

Business KPI Report

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Written by Siddhanta Sahu
Updated over a week ago

Notification Email Report

Written by Sumayya Fatima
Updated over a week ago

Notification SMS Report

Written by Sumayya Fatima
Updated over a week ago

Appointments Report

Written by Sumayya Fatima
Updated over a week ago

Register Closure Report

Written by Sumayya Fatima
Updated over a week ago

Petty Cash Report

Written by Sumayya Fatima
Updated over a week ago

Collections Report

Written by Sumayya Fatima
Updated over a week ago

How to reconcile collections with money in your bank account?

Written by Sumayya Fatima
Updated over a week ago

How to reconcile accounts?

Written by Sumayya Fatima
Updated over a week ago

Feedback Report

Written by Sumayya Fatima
Updated over a week ago

Employee KPI v2 Report

Written by Sumayya Fatima
Updated over a week ago

Attendance Report

Written by Sumayya Fatima
Updated over a week ago

Tips Report

Written by Sumayya Fatima
Updated over a week ago

Employee Payroll Summary v2 Report

Written by Urmilla Chandran
Updated over a week ago

Employee Payroll v2 Report at the Organizational Level

Written by Urmilla Chandran
Updated over a week ago

Employee Payroll Details v2 Report

Written by Urmilla Chandran
Updated over a week ago

Employee Hourly Pay/Service Commission v2 Report

Written by Urmilla Chandran
Updated over a week ago

Employee Sales v2 Report

Written by Sumayya Fatima
Updated over a week ago

Gift Cards Report

Written by Sumayya Fatima
Updated over a week ago

Accounting Summary Report

Written by Sumayya Fatima
Updated over a week ago

How to disable Exc-Tax, Inc-Tax, or Value columns in the Accounting Summary report?

Written by Sumayya Fatima
Updated over a week ago

Sales - Accrual Report

Written by Sumayya Fatima
Updated over a week ago

Sales - Cash Report

Written by Sumayya Fatima
Updated over a week ago

What's the difference between Sales-Cash and Sales-Accrual?

Written by Sumayya Fatima
Updated over a week ago

Sales-Tax Report

Written by Sumayya Fatima
Updated over a week ago

Cross-Center Settlement Report

Written by Sumayya Fatima
Updated over a week ago

Gift Cards Liability Report

Written by Sumayya Fatima
Updated over a week ago

Email Scheduler Report

Written by Sumayya Fatima
Updated over a week ago

Current Stock Report

Written by Sumayya Fatima
Updated over a week ago

Digital Forms v2 Report

Written by Sumayya Fatima
Updated over a week ago

Periodic Average Calculation for Inventory Reports

Written by Sumayya Fatima
Updated over a week ago

Compare Periodic and Perpetual Average Costing Methods

Written by Sumayya Fatima
Updated over a week ago

Sales, Collection, and Revenue in Reports

Understand what is a Sale, Collection, and Revenue in Zenoti to help you interpret financial reports accurately

Written by Sagar Garuda
Updated over a week ago

Sale in Zenoti

Understand what constitutes a Sale in Zenoti and how and when it is reflected in reports

Written by Sagar Garuda
Updated over a week ago

Collection in Zenoti

Understand what is collection in Zenoti and when it is reflected in reports

Written by Sagar Garuda
Updated over a week ago

Revenue in Zenoti

Understand the types of revenue in Zenoti and when it is reflected in report

Written by Sagar Garuda
Updated over a week ago

Examples of Sale, Collection, and Revenue Reporting in Zenoti

Written by Sagar Garuda
Updated over a week ago

New Look for Reports v1 Dashboard

Written by Sumayya Fatima
Updated over a week ago

Reports Module: Overview

Access all reports across all modules that are enabled for your organization from one location

Written by Sumayya Fatima
Updated over a week ago

Accessing the Reports Module

Learn how to access Reports Module from center and organization levels

Written by Sagar Garuda
Updated over a week ago

Reports Module Layout

Learn about the various components of the Reports Module

Written by Sumayya Fatima
Updated over a week ago

Find or Search for a Report

Learn how easy it is to search for a report belonging to any module from one location

Written by Sumayya Fatima
Updated over a week ago

Bookmark a Report

Learn how you can bookmark frequently used reports

Written by Sumayya Fatima
Updated over a week ago

Add or remove reports from the Reports module

Written by Sagar Garuda
Updated over a week ago

Enable or Disable Reports

Learn how to enable the reports that are relevant for your organization and hide the remaining reports from the User Interface (UI)

Written by Sagar Garuda
Updated over a week ago

Set Role-based Access to Reports

Learn how by using permissions you can ensure employees access only the reports that are relevant to their role

Written by Sagar Garuda
Updated over a week ago

Employee - Attendance Details Report (Org Level)

Written by Sumayya Fatima
Updated over a week ago

Report: Organization Sales

Report to track the sales made in each of your centers

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

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

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

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

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

Written by Sumayya Fatima
Updated over a week ago

Sales - Product Summary Report

View this report to know the total product sales by category

Written by Sumayya Fatima
Updated over a week ago

Collections - Service Summary Report

View this report to know the total collections made from services

Written by Sumayya Fatima
Updated over a week ago

Collections - Product Summary Report

View this report to know the total collections made from products

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

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

Written by Sumayya Fatima
Updated over a week ago

Report: Organization Collections

Report to track the collections made in each of your centers

Written by Sagar Garuda
Updated over a week ago

Report: Organization Revenue

Report to track the revenue from each of your centers

Written by Sagar Garuda
Updated over a week ago

Register Summary Report

Learn about the information available in the Register Summary report

Written by Sagar Garuda
Updated over a week ago

Sales - Invoice Logs Report

View this report to know the details of any action performed on an invoice

Written by Sumayya Fatima
Updated over a week ago

Collections by Referral Report

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

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

Written by Sagar Garuda
Updated over a week ago

Sales - Center Invoice Average Report

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

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

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

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

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

Written by Sagar Garuda
Updated over a week ago

Report: Other Fee Collections

This report gives details of fee collected at your center such as other fee or environmental fee

Written by Urmilla Chandran
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

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

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

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

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

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

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

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

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

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

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

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

Written by Sumayya Fatima
Updated over a week ago

Sales - Center Sales Report (Graphical)

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

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

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

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

Written by Sagar Garuda
Updated over a week ago

Collections - Online Transactions Report

View the details of all online collections of your center

Written by Abhay Anumula
Updated over a week ago

Report: Guest Visits Details

Get details of all the guest check-ins over a specified time period

Written by Sagar Garuda
Updated over a week ago

Report: Guest Visits Summary

This report gives you a snapshot of the number of guests checking-in at each of the time slots

Written by Sagar Garuda
Updated over a week ago

Report: Text Usage

View details of all the transactional text messages sent by your center in a certain time period including the delivery status

Written by Sagar Garuda
Updated over a week ago

Report: Email Usage Report

View details of all the transactional email notifications sent by your center in a certain time period including the delivery status

Written by Sagar Garuda
Updated over a week ago

Report: Credit Usage

View details of the text and email credits used, purchased, and borrowed by a center in a specific time period

Written by Sagar Garuda
Updated over a week ago

Review Forms in the Custom Data Report

Learn how you can review the service or tag forms in the Custom Data Report at your center

Written by Jishnu Ramakrishnan
Updated over a week ago

How to See the Data of Campaign Status Report?

Written by Sumayya Fatima
Updated over a week ago

Can I transfer email/text credits from center to organization or between centers?

Written by Sumayya Fatima
Updated over a week ago

How to transfer credits from the organization to a center?

Written by Sumayya Fatima
Updated over a week ago

Center Sales Report

Track month-to-date sales of your center from all sale types

Written by Sagar Garuda
Updated over a week ago

Sales - Gift Cards

A daily report that provides details of all the gift cards sold at your center on a particular day

Written by Sagar Garuda
Updated over a week ago

Report: Sales - Pre-paid Cards

A daily report that provides details of all the prepaid cards sold at your center on a particular day

Written by Sagar Garuda
Updated over a week ago

Report: Sales - Packages

A daily report that provides details of all the packages sold at your center on a particular day

Written by Sagar Garuda
Updated over a week ago

Report: Sales - Memberships

A daily report that details of all the memberships sold at your center on a particular day

Written by Sagar Garuda
Updated over a week ago

Report: Sales - Products

A daily report that details of all the products sold at your center on a particular day

Written by Sagar Garuda
Updated over a week ago

Report: Sales - Services

A daily report that details of all the services sold at your center on a particular day

Written by Sagar Garuda
Updated over a week ago

Daily Summary Report

Get details of the Sales, Collections, Revenue, Guests, Employees, Register Closure, and Business Unit Sales

Written by Sagar Garuda
Updated over a week ago

Report: Cross Center Redemptions

Know the amount that your center should collect or pay to other centers

Written by Sagar Garuda
Updated over a week ago

Report: Appointment Details

View this report to know the details of all appointments made at the current center including no-shows and cancellations

Written by Sumayya Fatima
Updated over a week ago

Report: Rebooked Appointments

Key operational insights into rebooked appointments in a selected time period

Written by Sagar Garuda
Updated over a week ago

Understanding Royalty on Cross Center Redemptions

Written by Sagar Garuda
Updated over a week ago

Royalty on Cross Center Inflow Report

Written by Sagar Garuda
Updated over a week ago

Royalty on Cross Center Outflow Report

Written by Sagar Garuda
Updated over a week ago

Why am I unable to view the new version of reports?

Current Stock, Cost of Goods, and Stock Ledger reports

Written by Sumayya Fatima
Updated over a week ago

How do I generate the report that lists gift card sales?

Learn how to view the gift voucher sales report

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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the Employee Attendance Details report?

Learn how to track the attendance details of an employee during a specific time period

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Written by Siddhanta Sahu
Updated over a week ago

How do I generate a report on the leave history of an employee?

Learn how to track the leave history of employees

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Written by Siddhanta Sahu
Updated over a week ago

How do I generate a report on the actual service hours of an employee?

Learn how to track the service hours of employees at their base center

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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the Employee Attendance Summary report?

Learn how to track the actual working hours, service hours, and unavailable hours of employees at their base center

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Written by Siddhanta Sahu
Updated over a week ago

How to generate the prepaid card liability report?

Learn how to run the report that tracks the liability balance after the sale and redemption of prepaid cards at a center

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Written by Siddhanta Sahu
Updated over a week ago

How to generate the gift card liability report?

Learn how to run the report that tracks the liability balance after the sale and redemption of gift cards at a center

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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the membership liability report?

Learn how to run the Liability – Membership report

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Written by Siddhanta Sahu
Updated over a week ago

How to generate the sales by room report?

Learn how to find the sales performed in each available room at your center

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Written by Siddhanta Sahu
Updated over a week ago

How to find the report that lists membership sales?

Learn how to generate the membership sales report

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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the report of collections based on online transactions?

View this report to know about all the collections generated at your center from online transactions for a particular payment processor

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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the report on invoice logs?

View the invoice logs report to know the details of all the actions performed on an invoice

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Written by Siddhanta Sahu
Updated over a week ago

How do I generate the report on package balances?

Learn how to run a report that tracks your liability balance after the sale and redemption of packages at your center

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Written by Siddhanta Sahu
Updated over a week ago

View the report of collections based on custom payments

Learn how to generate the report of your collections based on various custom payment options

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Written by Siddhanta Sahu
Updated over a week ago

View the report on payments made to your bank account

Learn how to generate the report on transactions and payments made to your bank account

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Written by Siddhanta Sahu
Updated over a week ago

View the report on credit card transactions at your center

Learn how to generate the report on credit card transactions at your center over a specific duration

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Written by Siddhanta Sahu
Updated over a week ago

View the report on credit card collections at your center

Learn how to generate the report on collections received via credit card at a center

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Written by Siddhanta Sahu
Updated over a week ago

Trouble Opening Zenoti Reports in Excel

Reports that are exported to Excel either do not open or open as blank sheets

Written by Sagar Garuda
Updated over a week ago

How to view the sales of a single product?

Written by Sumayya Fatima
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

Written by Sagar Garuda
Updated over a week ago

Register Summary Report: FAQ

Written by Sagar Garuda
Updated over a week ago

How is guest retention calculated?

Learn how Zenoti Reports calculates guest retention

Written by Sagar Garuda
Updated over a week ago

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

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

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

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

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

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

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

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

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

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

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

Written by Sagar Garuda
Updated over a week ago