List of reports
This article lists all the latest versions of reports (Reports v2). If you do not see any report or metrics, ensure that the report is enabled at the organization level or you have the Edit Lock (90 days) option enabled for your business.
Report Category / Report Name | Description |
Business | |
Use this metric to track numerous crucial business performance-related details such as the total business generated at a center, efficiency of a center, revenue generated from different channels, guest feedback and retention, and much more. | |
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. | |
Daily reports | |
Use this report to get a summary of sales, collections, tips, and register closure information of a center for the day. | |
Use this report to get details of the revenue generated from sales, refunds, and redemptions of services, products, memberships, packages, and classes at the current center for a date or date range. | |
Use this report to get an overview of your center’s expenditure and income across categories such as sales, taxes, tips, and support staff gratuity. | |
Use this report to view all the payments received (using cash, card, check, and custom payments) and redemptions made at the center for the day or during a date range. | |
Use this report to view the date and time of register closure, collections from cash, card, and check, amount deposited in the bank, and opening and closing balance for the day or during a date range. | |
Use this report to view the highest and lowest service revenues, therapists' revenue targets, employee check-ins, checkouts, and no-shows, total tips collected for services, and petty cash details for the day or during a date range. | |
Use this report to view business unit-wise sale amount of all items and service hours from closed invoices for the day or during a date range. | |
Use this report to view the details of the visits by new and existing guests, services availed by them, rebooking details, purchase details, average invoice, service, and sale value by guests, appointment status (such as canceled, no-shows), guest satisfaction, and employee and room utilization for the day or during a date range. | |
Use this report to view the projected revenue, collections from new and existing members, revenue details (collections and redemptions), and modified and open sales for today or during a date range. | |
Use this report to view the sale details for the day or during a date range. | |
Financial | |
Use this report to get an overview of your sales, liabilities, receivables, redemption, collections, discounts, and miscellaneous expenses made at the current center. | |
Use this report to view the payments received (including redemptions) and the amount refunded on a day or during the given period of time. This helps businesses to reconcile their bank deposits. | |
Use this report to view the amount that your center should collect or pay to other centers as a result of the redemption of liabilities: packages, prepaid cards, and gift cards. | |
Use this report to view the amount collected from guests towards donations. | |
Use this report to view the 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. | |
Use this report to determine the monetary value your center should collect from or pay to corporate due to transactions involving the sale, redemption, and reversal of liabilities, specifically gift cards. | |
Use this report to retrieve the value of loyalty points liability that your business accrued, redeemed, expired, or refunded. | |
Use this report for a consolidated view of essential metrics such as discounts, refunds, sales, register closures, tips, taxes, and more. This simplifies the analysis of center-level performance, making it convenient for stakeholders to assess and improve operational efficiency. | |
Use this report to retrieve the value of memberships liability that your business accrued, redeemed, expired, or refunded. | |
Use this report to view 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. | |
Use this report to track small operational expenses. | |
Use this report to get 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. | |
Use this report to reconcile actual collections against each register with the total expected collections received for the center on a day or during the given period. | |
Use this report to get an insight into the sales tax charged to the guest based on the sale date (accrual) over a period of time. This also includes the tax levied on the sale of liabilities at the current center. | |
Use this report to view the sales made by the current center (on any particular day or over a time period) if your business follows accrual-based accounting. | |
Use this report to view the sales made by your center (on any particular day or over a time period) if your business follows cash-based accounting. | |
Use this report to check the royalty to be collected from the franchises. | |
Use this report to view the item-level and payment type-level data. | |
Use this report to manage and reconcile your business finances effectively. | |
Use this report to view details of all the collections from sales of all the items (services, products, memberships, packages, prepaid cards, and gift cards) made at your center during a specified time period. | |
Use this report to view the won, lost, and pending disputes during a date range. | |
Use this report to view the list of all of your collections and compares it with the payouts received. | |
Use this report to view detailed account of deleted payments, including the sequence number and specific information for each deletion. | |
Use this report to get a consolidated view of essential metrics such as discounts, refunds, sales, register closures, tips, taxes, and more. | |
Zenoti Payments | |
Use this report to view all the payments that you collected via online payment providers integrated with Zenoti such as Stripe, Adyen, and more. | |
Use this report to view the guests who either do not have the physical address added or it is invalid. FDOs can notify these guests to add the address on Webstore and also check the status of the last sent email. | |
Use this report to view the won, lost, and pending disputes during a date range. | |
Use this report to reconcile the collections at a center with the bank deposits. | |
Use this to view a list of all the collections and compare it with the payouts for a given time. | |
Use this report to view the details of the amount that their center must collect from other centers or pay to other centers as a result of the redemption of liabilities: packages, prepaid cards, and gift cards. | |
Use this report to reconcile the tips against the payroll to understand the sum of tip earnings paid through Zenoti and how much they need to pay outside of Zenoti as part of payroll. | |
Use this report to view all the payouts made to an employee's Zenoti Wallet. It also includes dates and timestamps of earnings, payouts, and debits depending on the custom view. | |
Use this report to view details of enrollment and payout status of the employees, the status of their Zenoti card, and bank account details. | |
Use this report to view and download the details of the fees charged using the monthly settlement report. | |
Use this report to understand how much your center spent and how much it earned during a particular period. | |
Use this report to view payouts for services provided by both business-owned and self-employed service providers who rent chairs or booths from the business. | |
Operational | |
Use this report to view details of all the appointments made at your center including the appointment creation date, guest details, service details, service segment details, and service date. | |
Use this report to view all the appointments made at their centers; track start and end time for appointments and treatments to know the service provider's performance. | |
Use this report to understand the hourly performance of their centers on selected days of the week. | |
Use this report to gain insights into the guest waiting times at your center. | |
Use this report to view data of a studio's Zoom sessions and how successful is online training. | |
Use this report to view details of all the reports that are already emailed or scheduled to be sent in the future. | |
Use this report to view the details of all the transactional email notifications that have been sent to the guests. | |
Use this report to view the details of all the SMS notifications that have been sent to the guests over a period of time. You can also know the text credits that were consumed for each notification. | |
Use this report to view the details of all the WhatsApp notifications that are sent to guests. | |
Use this report to view details of all the transactional email notifications (such as, Appointment Confirmation, Appointment Reminder) sent by your center in a certain time period. | |
Use this report to view details of all the transactional text notifications (such as, Appointment Confirmation, Appointment Reminder) sent by your center in a certain time period. | |
Use this report to track whether the membership liability at your centers increased or decreased over a specific duration. | |
Employee | |
Use this report to view the scheduled hours and actual check-ins for each employee. | |
Use this report to view logs of all creations and modifications made to master data (service, product, packages) role permissions, organization, and center-level configurations by employees. | |
Use this report to view the login activity of employees of the center. | |
Use this report to track the number of leaves by leave type availed by employees and the total number of leaves in the selected time period. | |
Use this report to track the number of overtime hours your center employees spent on weekdays, weekends, and holidays over and above their regular working hours in a selected time period. | |
Use this report to measure employee servicing and sales performance for a given day. | |
Use this report the details that measure the performance of your employees based on the services performed, items sold, and feedback they received from guests. | |
Use this report to let providers keep a check on their day-to-day sales. | |
Use this report to know the login activity for each employee. | |
Use this report to view the total amount collected towards tips and any adjustments that were made due to tips. | |
Use this report to tracks key performance indicators (KPIs) related to employee management. | |
Use this report to view payroll details of employees from across centers that follow the selected pay period in the zone. | |
Use this report to view details such as total salary, attendance, leave balance, tips, and commissions earned by one employee of a given center. | |
Use this report to get quick snapshot of the revenue and commissions that employees earn for providing services or selling products, free services, memberships, packages, and gift cards. | |
Guest Engagement | |
Use this report to analyze ratings and comments given by guests for the services availed. | |
Use this report to track the ratings given by guests during a date range. | |
Use this report to view details of forms (service forms and tag forms) saved or submitted on a day or during a time period. | |
Use the Forms report to review forms within the report. | |
Marketing | |
Use this report to view the details such as the gift cards sold, the status and balance of gift cards, the sender and recipient details, and expired gift cards. | |
Use this report to view details about the worth of gift cards that the center started with, accrued, redeemed, expired, and the balance that will be carried forward in the book of accounts for a time period. | |
Use this report to check the status of gift cards, track new physical gift cards for initialization, and prepare the physical gift cards for shipping and pick up. | |
Use this report to retrieve detailed information on the memberships (paid-in-full and recurring) that were sold at the selected center. | |
Use this report to know details of guests who have not redeemed any benefits from their memberships in the last few days. | |
Use this report to view details of all membership waivers. | |
Use this to identify events such as when a membership type was changed and by whom, when the status of the membership was changed and by whom, and more. | |
Use this report to view details of membership benefits accrued, redeemed, expired, and the remaining balance. | |
Use this report to follow up with the guests to remind them about membership expiry with unused credits. | |
Use this report to understand changes in their membership portfolio over specific periods. | |
Use this report to view details of the number of recurring memberships for which collections have been made successfully in a given time period. | |
Use this report to track whether the membership liability at your centers increased or decreased over a specific duration. | |
Use this report to retrieve detailed information on the memberships that were sold at the selected center. | |
Use this report to 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. | |
Use this report to view the packages sold in a time period along with their status and balance, the benefit summary of packages, and the packages that expired in a specified time period. | |
Use this report to retrieve detailed information on the packages for which payment is to be collected. | |
Use the report to view details of all the series, offer, and custom packages sold at the current center including the sale amount realized, the guest who purchased the package, the employee who sold it, and payment details. | |
Use this report to view details of all day or promotional packages sold at the current center including the sale amount realized, the guest who purchased the package, and payment details. | |
Use this report to view 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. | |
Use this report to view the number of guests who availed a service at your center during a specified period and came back for another appointment at a future date. | |
Use this report to track comprehensive information on guests who have opted out of email and SMS marketing. | |
Use this report to view the details about the store credits the center started with, accrued, redeemed, expired, and the balance that will be carried forward in the book of accounts over the selected time period. | |
Use this report to view the top-performing promotions at a center. | |
Use this report to track effectiveness of campaigns with metrics such as guest visits, revenue, and guest retention. | |
Use this report to track the number of abandoned carts, total value of those carts, and the revenue recovered and realized after sending an abandoned cart reminder to guests. | |
Use this report to check the transactions performed on the accrued loyalty points like Accrued Points, redeemed points, and current balance. | |
Inventory | |
Use this report to view the on-hand stock and the cost of goods based on the perpetual average costing method. | |
Use this report to retrieve detailed information on the sale of retail and consumable products at your centers as well as the cost associated with those products. | |
Use this report to retrieve detailed information on the movement of stocks at your centers. | |
Use this report to track products sitting on your shelf for a long time. | |
Use this report to view the tax paid by the current center for stock transfer from a center that is in a different state or region. | |
Use this report to view the tax paid to procure stock over a specific timeframe, by a product category. It also displays the number of purchase orders that were raised and delivered for a product in a specific category. | |
Integration | |
Use this report to view the summary of accounting integration data that got synced or failed. | |
Use the Integration data export report to view and analyze all your exported financial data. | |
Use the accounting variance report to compare the existing data in your system with the posted data in the accounting application, providing insights into any discrepancies. | |
Use this report to monitor online purchases made through Webstore V1 or Shopify. This report displays the products, customers, and orders synced to Zenoti from Shopify. | |
Loyalty | |
Use this report to check the Guest retained by Month, Therapist, or Service. | |
Use this report to extract data from a digital form as a . XLS or . CSV file. | |
Opportunities | |
Use this report to get insights into how well each Sales Owner is doing at the Center. Managers can compare and contrast high performers and average performers and take necessary decisions to encourage the Sales Owners towards better revenue collections. | |
Use this report to get insights into expected revenue from each Opportunity status. Managers can quickly judge the financial health of their Centers and take the necessary decisions to push business. | |
Use this report to get in-depth details about the conversion of Opportunities to actual Sales by a given sales owner. | |
Use this report to get a quick summary about how a particular sales owner converted sales opportunities from one status to another. | |
Digital forms | |
Use this report to get the field-level information that each patient has filled in a form. | |
Fitness | |
Use this report to monitor the attendance data of your classes, with details such as the total strength of a class, the number of students who actually attended a class, and much more. | |
Use this report to view data of a studio's Zoom sessions and how successful is online training. | |
Use this report to get into insights into the performance of your virtual classes, including attendance, engagement, and start and end times. Use this data to identify areas for improvement and create a more successful virtual learning experience for your students. | |
Use this report to get a snapshot of member or guest visits to their center on a specific date or during a specific period. | |
Use this report to view guest check-ins for the day. | |
Use this report to track student attendance and engagement for each instructor on a date or during a time period sorted by class status. | |