Reports
This collection explains how to access and interpret ZenMaid reports for business insights.
How to manage tasks and run a task report
How To See The Most Recent Leads Added To ZenMaidLearn how to filter and export leads directly from the All Contacts page in ZenMaid or use an alternative export method for more control.
How to track customers who use a certain discount couponTracking discount coupon
Revenue by Contact Custom Field Report
How to View the Breakdown of Scheduled Hours and Clocked Hours Per Customer & Cleaner
How to Print your ZenMaid Reports
Cancelled Appointments ReportAppointment Status Revenue Report
How To Run Exports From ZenMaid
How to Use the Metric View
How to Compare Months for Gained/Lost Recurring Customers Using the Appointment ExportLearn how to use Appointment Exports to track monthly recurring-customer changes and compare gains, losses, and trends with both manual steps and ChatGPT automation.
How To Create a Cancellation Report
How To Create a Tips Report
How to Track Revenue by County for Sales Tax Reporting
Cleaner Gross Income ReportHere is how to run a report of the gross income of your cleaners in a timeframe of your choosing, which is based on Payroll entries.
How To Add Or Manage A Marketing SourceLearn how to record where your clients found your business, such as Google, Facebook, TikTok, or Instagram.
How to Fetch Revenue ReportsLearn how to fetch and interpret Revenue and Expense reports in ZenMaid.