Configure Employee Reports
This article explains how to configure employee report settings in Zenoti, including service categorization, custom columns, and key reporting options. These settings affect how employee data appears across multiple reports such as Sales Metrics, Guest Retention, and Employee Utilization.
Overview
Use the employee report configuration settings to customize how employee performance is reported across your organization. You can define custom service categories, label specific reporting columns, include data from multiple centers, and set time periods that impact guest retention and utilization metrics. These configurations give you better control over how employee data is calculated and displayed—so reports reflect your business structure more accurately.
Key terms
Custom KPI Service Types: Categories you define to group services, used in KPI calculations.
KPI Columns: Key Performance Indicator columns used to track employee metrics.
Set the guest retention time period
Specify the time range Zenoti should use to measure guest retention for reporting.
At the organization level, navigate to Configuration > Employee > Reports.
Locate the Specify the guest retention time period setting.
Select the desired time range from the dropdown (e.g., 3 months, 6 months, etc.).
Choose whether to factor in service recovery time when calculating employee utilization.
At the organization level, navigate to Configuration > Employee > Reports.
Turn on the Consider service recovery time in Employee Utilization report toggle to include recovery time in utilization metrics.
Turn off the Consider service recovery time in Employee Utilization report toggle if you want utilization to reflect only active service time.
Click Save.
