Reports Module: Overview and Usage

The Reports module in Zenoti allows you to access all reports across all modules (Admin reports, Employee reports etc.,) that are enabled for your organization from one location instead of having to access them from the Reports section of each individual modules.

In this article, you will learn the following:

Accessing the Reports Module

You can access the Reports module from both, the center and organization levels. Depending on the level from where you are accessing the reports, relevant reports are displayed.

To access the Reports Module, do the following:

  1. Log in to Zenoti.
  2. Based on your requirement, do one of the following:
    • To view reports related to the overall organization, switch to Organization view.
    • To view reports related to a center, select the appropriate center.
  3. Click the Reports tab.
    All the categories of reports related to your center or organization appear.
    Note: The Reports module displays all the categories and reports that you have enabled at the Organization level. To learn how to add or remove reports from the Reports module, click here.

Reports Module Layout

The Reports module consists of two panes and a search bar:

  • Left pane: All report categories are displayed on the left pane. 
  • Right pane: When you click any report category, all the reports associated with that category appear in the right pane.
  • Search: You can use the search bar to search for reports across all categories.

Find or Search for a Report

The Reports module has all reports across all modules that are enabled at the Organization level.

To find a report, you can use one of the following methods:

  • Select a reports category and locate the desired report in the right pane. 
    Note: In the right pane, you can optionally apply filter to narrow down the reports list.
  • Use the search bar

To find a report using the report categories, do the following:

  1. Click the desired reports category in the left pane (for example, Finance).
    All the reports of the selected category appear in the right pane.
  2. (Optional) If there are many reports within the selected category, you can apply a filter (for example, Collections) from the filter field (on top of the right pane) to narrow down the reports.
  3. From the list, locate the desired report and click it.
    The report opens in a new tab.
  4. (Optional) You can mark a report as favorite to add it to the Favorites category and access it easily the next time.

To find a report using the search bar, do the following:

  1. In the Search bar, start typing the name of the report.
    All reports across all modules that have the words you are typing is listed.
  2. From the list, select the desired report (for example, Center Collections).
    The report opens in a new tab.
  3. (Optional) You can mark the opened report as favorite and add it to the Favorites category and access it easily the next time.

Mark a Report as Favorite

For easy access to reports that you frequently use or is important, mark a report as favorite. Once you mark a report favorite, it's added to the Favorites category and appears on the right pane of the Favorites category.

There are two ways you can mark a report as favorite. You can do it either from the right pane or from the report itself.

To mark a report as favorite from the right pane, do the following:

  1. Click the desired category and locate the desired report in the right pane.
  2. Click the Bookmark icon ().
  3. The Bookmark icon turns blue () indicating that the report is marked as a favorite.
  4. Click the Favorites category.
    You will see the report you marked as a favorite in the right pane.

To mark an opened report as favorite, do the following:

  1. Once the report is open, make appropriate selections in the filter criteria and generate the report by clicking Refresh.
  2. The report details appear.
  3. Click the Bookmark icon ().
  4. The Bookmark icon turns blue () indicating that the report is marked as a favorite.
  5. Click the Favorites category.
    You will see the report you marked as favorite in the right pane.

Note: To remove a report from the Favorites category, click the blue bookmark icon  () associated with the report. It turns white () indicating that it's no longer a favorite report.

 

Add or Remove Reports from the Reports Module

The Reports Module displays all the categories and reports that you have enabled at the Organization level.

To add or remove reports from the view, do the following:

  1. Ensure you are at the Organization level.
  2. Navigate to Admin > Organization > Organizations > Reports.
    All the categories of reports appear.
  3. Expand the category of reports that you wish to add or remove from the Reports module.
    All reports associated with the expanded category appear.
  4. Locate your report and based on your requirement, do one of the following:
    • Select the check box against the report - Adds the report to the Reports module.
    • Clear the check box against the report - Removes the report from the Reports module.
  5. Click Finish
    The changes are saved and the report is added or removed from the Reports module.

Set Role Based Access to Reports

You can set role based access to reports to ensure that employees accesses only those reports that are relevant to their role.

For example, you can set restrictions for a supervisor to access only the reports related to Appointments and not the Sales reports.
Note: You can only set access restrictions for a role at the category level and not at individual report level. For example, you can only choose to restrict access to all the Sales report within the Admin module and not to a specific sales report.

To set role based access to reports:

  1. Ensure you are at the Organization level, and on the main menu, click the ADMIN tab.
  2. In the Admin Dashboard, under Organization, click Security Roles.
    The Manage Security Role page opens.
  3. Click the role for which you wish to set permissions. For example, Supervisor.
    The Edit Role page opens.
  4. Click the PERMISSIONS tab.
    You will see permissions organized by categories.
  5. The following table lists the categories of reports within each of the permission categories:
     
    Permission Category Permission Name and Report Categories 
    Administrator Permission Name: Daily Reports and View Admin Reports.
    Report Categories: The View Admin Reports permission contains the Sales, Collections, Revenue, Accounting, CSI Export, Xero, Alerts, Prescription, Appointments, Utilization, Notifications, Membership Status, Suspended Memberships, Classes, Import Export, and Tally Exports.
    Employee Manager Permission Name: View Employee Reports.
    Report Categories: Commission, Performance, Team, Time, Sales, Grooming Points, Attendance, and Payroll.
    Inventory Manager Permission Name: View Inventory Reports.
    Report Categories: Sales, Orders, Expenditure, Value, Consumption, Bill of Materials, Returns, Alerts, Taxes, Audit History, Orders History, and Online Product Sales.
    Loyalty Manager Permission Name: View Loyalty Reports.
    Report Categories: Guests, Balances, Custom Data, Enrollment, Feedback, and Targets.
    Marketing Manager Permission Name: View Marketing Reports.
    Report Categories: Effectiveness, Guests, Memberships, Prepaid Cards, Packages, Loyalty Points, Redemptions, and Gift Cards.
    Sales Permission Name: View Sales Reports.
    Report Categories: Pipeline and Conversion.
  6. Based on your requirement, expand the desired category and restrict or grant access to report categories for the role.
    For example, consider the following screenshot for a supervisor role:

    From the screenshot, an employee with a supervisor role can access only the reports that are related to commissions and attendance.
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