In this page:
✨ Key Conceptual Differences
Major departures from SuperSalon and/or Opensalon Pro.
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💡 There are two places to access reports: Core Reports and Analytics. Analytics is often referred to as “Analytics Plus,” as it leverages the functionality of Zenoti’s business intelligence tool. While this full Analytics Plus comes at an additional charge for regular Zenoti customers, Regis franchisees do not pay extra for these Analytics capabilities.
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💡 A single core report can be used to analyze data in different ways.
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💡 All reports generally run for data within a single org. However a select group of ℹ️reports are available to be run across multiple orgs.
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🎯 Capability Callouts
- For Excel gurus: you may download data at its lowest level and analyze it in your own way.
- Use the Master Center Metrics report to report on data over intervals—per sales date, per day of the week (e.g. Saturdays), per month, etc.
✂️ Stylist Preparation
Important aspects to make clear to your salon staff.
- The Salon Summary report for the current day only is accessible from the queue; several sections can be printed to the receipt printer
- Current day invoices can be reviewed in the Today’s Sales report from the Actions menu in the Queue.
👩🏽💻 Salon Leader & Back-office Preparation
Important aspects for your leadership team and back-office personnel.
- [ ] Provide ⚙️Analytics access to employees who need to review reports in this module. Access to Analytics grants an employee rights to all available Analytics reports.
- 💡Recommendation: Click the "Pause" button before adjusting Analytics search criteria, as the reports are designed to refresh after every change. Once you have all criteria set, click "Resume" and the report will generate with the parameters selected.
- Exception: If you don’t see your center in the dropdown, you may need to “resume” and select your dates since the centers populate based on whether they were active in Zenoti during the date range specified (ie if the default date range was prior to your migration, you need to adjust dates to post migration while “resumed” in order for the centers to display).
- 💡Recommendation: Some of the reports in Analytics have a + icon if you over over the first column. In these reports clicking on the + will give you a drilldown of information (ie. by day)
- Review report examples that display center sales and production
- Review report examples that display employee sales
- Review report examples that provide data for bookkeeping/financials
- Review report examples that help with scheduling
- Review report examples that help prepare for processing payroll