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Salon Summary report (v2)

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.

Salon owners can use this report to get a snapshot of sales, cash in-flows, tips, guests who are generating revenue, employee metrics, and top-selling services and products on a daily and weekly basis.

  1. At the organization or center level, click the Reports icon.

  2. On the Reports page, search for and select the Salon summary report.

  3. If the report has many columns, scroll horizontally to the right or left to view all columns.

  4. To view specific data on the report, select the desired filters.

    For more information, refer to the report features on Zenoti.

  5. Click Refresh.

    If you generate the report for over a year, click the Email button.

Schedule the report as an email body or Excel

You can create a schedule to receive the salon summary as an email body or receive the report as a downloadable link in an email.

  1. Click the email icon.

  2. In the Scheduler section, enter the following details:

    • Active: Turn on this switch to enable the scheduler.

      Important

      If anytime, you want to stop the scheduler, you must turn off this switch.

    • View: Select the view of the report that you want to email. 

    • Frequency: Select the regular intervals at which you want to receive the email

    • Time: Select the time when you want to receive the email

    • Format: Select how you want to receive the email: as an email body or as a downloadable link in an email.

      • For the Weekly option, select a day in the week

      • For the Monthly option, select a date

  3. Click Save Schedule.

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