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Reports
All about the Reporting Module, Concepts, Admin Reports, and FAQs
+4
160 articles in this collection
Written by
Sagar Garuda,
Urmilla Chandran,
Abhay Anumula
and 4 others
Reports (Latest Version)
Digital Payments v2 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
Business KPI Report
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Written by
Siddhanta Sahu
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
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
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 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 customize columns in a report?
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
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
Schedule a Report
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 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
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
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
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
How to disable Exc-Tax, Inc-Tax, or Value columns in the Accounting Summary 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
Packages Report
Written by
Sumayya Fatima
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
Tips Report
Written by
Sumayya Fatima
Updated over a week ago
Feedback Report
Written by
Sumayya Fatima
Updated over a week ago
Petty Cash Report
Written by
Sumayya Fatima
Updated over a week ago
Attendance Report
Written by
Sumayya Fatima
Updated over a week ago
Employee Sales Report
Written by
Sumayya Fatima
Updated over a week ago
Gift Cards 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
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
Accounting Summary Report
Written by
Sumayya Fatima
Updated over a week ago
How to reconcile accounts?
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
Employee KPI Report
Written by
Sumayya Fatima
Updated yesterday
Cross-Center Settlement Report
Written by
Sumayya Fatima
Updated over a week ago
Packages Liability Report
Written by
Sumayya Fatima
Updated over a week ago
Current Stock 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
Forms Report
Written by
Sumayya Fatima
Updated over a week ago
Zenoti Latest Reports: FAQ
Written by
Sumayya Fatima
Updated over a week ago
Reports Module
Reports Module: Overview
Access all reports across all modules that are enabled for your organization from one location
Written by
Sagar Garuda
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
Sagar Garuda
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
Sagar Garuda
Updated over a week ago
Mark a Report as Favorite
Learn how you can mark frequently used reports as favorites and add them to favorites category
Written by
Sagar Garuda
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
Concepts
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
Organization Reports
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
Financial
Register Summary Report
Learn about the information available in the Register Summary report
Written by
Ramya Devara
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
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
Classes
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
Others
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
Ramya Devara
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
Daily Reports
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
Operational
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
Royalty on Cross Center Redemptions
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
FAQ and Troubleshooting
Why am I unable to view the new Current Stock report?
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
Ramya Devara
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