Reports
This collection explains how to access and interpret ZenMaid reports for business insights.
By Jorge and 3 others4 authors16 articles
- How to Manage Tasks and Run a Task ReportLearn how to manage your tasks in ZenMaid.
- 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 CouponLearn how to track customers who use a specific discount coupon in ZenMaid using appointment custom fields, list view filters, customer custom field reports, and coupon code exports.
- Revenue by Contact Custom Field ReportLearn how to access and run the Revenue by Contact Custom Field report in ZenMaid to analyze revenue by customer segments using dropdown-type custom fields.
- How to Print the Revenue and Expense ReportLearn how to print or save the Revenue and Expense Report as a PDF using your browser's built-in print function.
- How To Run Exports From ZenMaidLearn how to export appointments, assignments, charges, cleaners, and contacts in CSV format, customize report data, and receive exports by email based on your selected timeframe and permissions.
- 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 ReportLearn how to track canceled customers in ZenMaid through exports, filtering data in spreadsheets, and reviewing lost revenue through the List View.
- How To Create a Tips ReportLearn how to create a tips report in ZenMaid by exporting appointment data and filtering it by cleaner using a spreadsheet.
- How to Track Revenue by County for Sales Tax ReportingLearn how to track and report sales tax by county in ZenMaid using custom dropdown contact fields and the Revenue by Customer report to calculate accurate taxable totals by location.
- How To Run a Cleaner Gross Income ReportLearn 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.
- Where to Find Quality Driven Software-Friendly (QDS-Friendly) Appointment Export Feature
- How To Share Appointments With Your CustomersLearn how to use ChatGPT or Mailchimp to make sharing your customers' appointments with them easier.