Disclaimer
This article is only for the latest version of Zenoti Reports.
Tip
In the new Zenoti Reports, regardless of whether you are at the center level or organization level, you can view all new reports across all modules that are accessible based on the roles that you are assigned to.
In the Search box, enter the name of the report.
To view all the reports in that specific group, select the report group name such as Financial, Operational, Inventory, Marketing, or Zenoti Payments.
To view all the reports use the By Category drop-down. You can view reports based on Last Viewed, Frequently Viewed, Alphabetically, or by a specific Category.
After you locate a report, you can mark the report as favorite and add it to the Favorites section.
Thumbnail view and list view
You can view the reports on the dashboard as thumbnails or as a list. You can expand or collapse a group of reports at any time for convenience.
Generate a report
After you’ve searched for the report, you can generate it in multiple ways:
Click the generate icon.
Click the report name.
Click Run.
You can select what you want to see in a report and save the metrics as a view. You can show or hide columns, pin or unpin, move, and auto-size columns, create a report summary, and create new columns. After you create a view; you can save it and share it with others in your organization.
You can also focus on specific data by using the available filters on the report.
Currently, Zenoti does not allow you to create a custom report.
Save your preferred report view or metrics view for future reference. To do so, create a view of the report.
To collaborate with other users on a report, you can share the view.
Show or hide columns
Tip
Open the report.
Click the show-hide columns icon
Alternatively, hover a column and click the vertical hamburger icon.
Select or clear the checkbox of the column you want to show or hide.
Click Save.
If you still do not find a column, follow these steps:
Click the Configuration icon.
Navigate to Reports -> List of reports.
Search and select the required report.
Click Customize.
Select the required columns.
Click Save.
Add a custom KPI or a computed column from existing columns
Open the report.
Click the show-hide columns icon
.Click Add column.
In the New column name box, enter the name of the new column.
From the Existing columns box, click the desired column. You can see the existing column in the New column calculation box.
To delete any entry from the calculation box, click Delete.
Define the formula using the calculator.
To add a footer, select the Display column total at the footer of the column checkbox.
If you do not select this checkbox and this column is used to create other custom columns, the new custom columns cannot have a footer.
Click Add column.
The new column is added as the last column.
Impacts and considerations
Other users cannot see custom columns that you've created.
Custom columns can be added in all Reports v2 except for the Accounting Summary, Salon Summary, and Guest Retention reports.
You can view custom columns even when you export the report.
Custom columns are included in subscription emails.
You cannot create a report summary based on a custom column. But, if the column has a footer, then you can see the group-level total.
Pin or freeze columns
Tip
Open the report.
Hover the column that you want to pin and click the hamburger icon
.Click Pin Column and select the desired pin option.
To un-pin the column, select No Pin.
Auto-size columns
Adjust the width of each column according to the text.
Open the report.
Hover the column which you want to auto-size.
Click the hamburger icon and then select Autosize this column.
To auto-size all the report columns, select Autosize All Columns.
Group-by a column
Open the report.
Locate the column with the group-by option
.Drag and drop the desired columns in the designated section of the report.
Alternatively, hover the column and select the Group by option.
Reposition columns
Manually move around columns as per your requirement.
Reset columns
Reset pinned columns, show/hide columns, auto-sized columns, and repositioned columns to default.
Open the report.
Hover the mouse over the column for which you want to reset the settings and click Reset Columns.
Pivot tools enable users to reorganize and summarize selected data from a report. You can quickly generate summaries and comparisons to make sense of your data by converting rows into columns and aggregating the data. Creating pivot on reports involves:
Data source selection: The report in which you are creating a pivot will serve as your data source.
Pivot field selection: From the list of fields associated with the respective reports, select rows or columns. These fields will be the basis for your pivot table's rows and columns.
Rows and columns definition: Select the fields that must be used for rows and the ones for columns in your pivot table. This arrangement helps you organize and categorize data.
Aggregation application: For the values in the pivot table, Sum is the sole aggregator available that can be applied to the data within each combination of row and column.
Use case:
The Sales-Accrual report provides you the sales data done by the business on any particular day or period at a center. However, if you want to find the sales by category for all centers, you can use the Sales-Accrual report as your dataset and click the Pivot tool. Select the Center name field to be grouped by rows, and the Item category field to be grouped by columns. Select the Sales (Exc Tax) field to be aggregated as Values and the form of aggregation as a sum. Click Preview to view the summarized data. Enter a view name and save it. A separate view is created for sale by category for centers and appears next to the Default View on the report.
Create pivots on reports
The pivot feature is only available on Sales Cash, Sales Accrual, Collections, and Employee Sales reports.
Navigate to Reports.
Search for and select the report for which you want to create a pivot tool.
Click Pivot.
From the Pivot tool pop-up screen, define the row and column values by dragging and dropping the row and column fields from the Data source.
From the Value fields in the Data source, drag and drop the aggregation to the value to be used in the pivot table.
Click Preview. A view is created for the selected data.
Enter the view name.
Click Save view.
Add custom columns
Navigate to Reports and select the specific report in which you want to create custom columns.
Click the Show/Hide Columns icon.
Click Add Column.
In the pop-up, enter the new column name.
Note
When naming a custom column, you can only use alphabets, numbers, _, +, and *.
Click the existing columns to specify the calculation for the new column.
Select the operator for the calculation.
Select the Display column total at the footer of the column checkbox if required.
Click Add Column.
Edit custom columns
Navigate to Reports and select the specific report in which you want to create custom columns.
Click the edit icon next to the custom column.
Edit the required data.
In the pop-up click Save Column.
Delete custom columns
Navigate to Reports and select the specific report in which you want to create custom columns.
Click the edit icon next to the custom column.
In the pop-up, click Delete Column.
Note
Please note you cannot generate a custom report. However, the custom columns you create are unique to the specific report in which you have created them and will not appear on any other reports.
Create a view
Click Save View, enter the view name, and click Save. The view is saved as a tab at the top of the report.
To delete a view, click Delete view. You cannot delete a view if it is the default view or you've received it from another user.
Share a view
Open the report.
Click the view.
You cannot share the default view of the report. Save the default view as a new view and share it with others.
From the Manage view list, select Share view.
If you do not see the Manage view option, contact your administrator to add the Share view permission for your role.
On the Select roles window, select the role.
Click Continue.
On the Select zones/centers for selected roles window, select the centers or zones.
Click Share.
Manage shared report views
Views that you've received from other users are indicated with the 
icon. You can clone the shared view, but you cannot show/hide or edit columns on a shared view or unsubscribe from a shared view.
Open the report.
Click the view with the shared view icon
.Select the desired filters.
Note
The filter selections will not reflect on the view at the sharer's end.
Click Refresh.
Click Clone.
Create a report summary
You can create a report or metrics summary based on columns with the group-by option .
Tip
Open the report.
Drag and drop the desired columns in the designated section of the report.
Alternatively, hover the column and select the Group by option.
To save the summary, click Save View, enter a name for the view, and then click Save. The view is added as a tab next to Default View .
In Zenoti, you can download or export smaller reports to your machine. If you want to view a report data for more than a year or the report has more than 150000 (one hundred fifty thousand) records or rows, you can get it emailed to the email address on your Zenoti profile.
Open the report.
Click the email icon
To email the report instantly, click Email Now.
At the center level, click the Reports icon.
Open the report.
Click the email icon
In the Scheduler section, enter the following details:
Active: To start the scheduler, switch on the toggle.
To stop the scheduler, switch off the toggle.
View: Select the view of the report.
Frequency: Select the regular intervals at which you want to receive the email.
Time: Select the time when you want to receive the email.
Click Save Schedule.
Tip
You can view the email scheduler in the Email scheduler report.
At the center level, click the Reports icon.
Click the email icon and explore the available settings.
In the Scheduler section, enter the following details:
Active: Turn on this switch to enable the scheduler.
View: Select the view of the report that you want to email.
Select the regular intervals at which you want to receive the email. You can select one of the following options:
For the Weekly option, select a day in the week.
For the Monthly option, select a date.
Time: Select the time when you want to receive the email.
To create a scheduler, click Save Schedule.
Impacts and considerations
Zenoti allows for the creation of only one schedule per report.
You can schedule a single view for the current report to ensure timely updates. Zenoti restricts scheduling multiple views for the selected report from the same user or employee account.
To stop the scheduler, you must turn off the Active switch. Similarly, when you want to start receiving the emails again, you can turn on the Active switch.
At the organization level, click the Reports icon.
Click the schedule icon.
In the Scheduler settings pop-up, you can either select an existing schedule from the Schedule drop-down list or create a new schedule.
Enter the Schedule name.
Select the view from the View drop-down list.
Select recipients by entering their names in the Add users drop-down list.
Select the regular intervals at which you want to send the email. You can select either Daily, Weekly, or Monthly.
For the Weekly option, select a day in the week.
For the Monthly option, select a date.
Select the time at which you want to send the email.
Click Save. After creating a schedule, the icon changes color to indicate that one or more schedules have been created for that view.
You can modify a schedule by selecting an existing schedule from the Schedule drop-down list and editing the details as required.
You can delete a schedule by selecting an existing schedule from the Schedule drop-down list and clicking Delete Schedule button.
Important
Terminated employees will appear in the Add users drop-down list, however, emails will not be sent to them.
Impacts and considerations
Schedules can only be deleted by the user who created them.
A single user can only create up to 10 schedules.
This is not applicable for Payroll reports.
Disabling this setting after it is enabled will not cancel ongoing schedules, but senders will no longer be able to create new ones. If this setting is not enabled, no user will be able to email reports to multiple recipients.
Emails are sent only when sufficient email credits are available.
Prerequisite: To use this feature, link your accounts.
Businesses with multiple franchises across brands need to view and compare financial data across organizations. You can run the following reports across organizations and receive the metrics via email: Business KPI, Sales-Accrual, Sales-Tax, Sales-Cash, Cost of Goods, and Current Stock.
Open the report.
Click Run across organizations.
Select the required options from the Organization/ Zones/ Location groups drop-down list.
Based on the selected zones and location groups filters, the centers are populated in the Centers drop-down list.
You will only see the zones and centers in the drop-down that you are authorized to view. If you are authorized to view only certain centers within a zone, the Organization/Zones/Location Groups drop-down will display the zone, but the Centers drop-down will show only the centers you have access to.
Location groups will only be shown if the Enable Location groups setting is enabled.
Click Email.
You will receive the report in your email inbox.
If you select multiple organizations, the If you select multiple organizations, the Org Name column displays the selected organizations.
Scenario 1: A user in a large organization has access to only 2 out of 4 centers in their location group. The location group will appear in the drop-down menu, but only the 2 accessible centers will be listed. A user with cross-organizational responsibilities can view location groups and zones for which they have center access. The drop-down menus display options based on their permissions across multiple organizations.
Scenario 2: A user has access to one center within their zone but no access to location groups. They will see their zone in the drop-down, but no location groups are listed. Only the one accessible center will be visible in the Centers drop-down.
You can save or download the required report data to your local system. This feature is helpful to compare saved data and to view any specific column details of a report.
Navigate to Reports and open the report of your choice.
To export the report, click the Export icon.
For some reports, you can use the Export to Excel or Export to CSV icons to download data.
Impacts and considerations
After exporting the report to an Excel or CSV file, you can access the file on your local system.
Search for and filter the information as required.
After exporting the report, you can now print this report to share the data offline. Your local system must be connected to a printer for this activity.
Export with subtotals
Navigate to Reports and open the report of your choice.
Group the data according to your requirements.
Click the export icon and select Excel with subtotals.
You can view the exported Excel sheet with subtotals either at the item level or summarized at the subtotal level.
Example
Navigate to Report and open the Sales Cash report.
Group the data using the Center Name and Sale Type.
Click the report icon and select the Export with subtotals option.
Open the exported file and enable editing.
Click the numbers in a sequence to display subtotals and individual item-level data.
Click the + and - icons to display or hide data rows for individual subtotals.
Impacts and considerations
You can view the option to export with subtotals only if you have grouped data, otherwise it remains hidden.
The exported file supports up to six levels of data.