Sales report: revenue and trends
Where to find the ZenBookr Sales Report and how to read it: revenue by period, average per payment and export to CSV or PDF.
The Sales Report turns your payments into decisions: how much you earned, in which periods and from how many payments. You find it in All actions → Reports (double-tap Settings in the bottom bar). Reports on appointments, clients and services are coming soon.
Step-by-step guide
Open the Reports menu
Double-tap Settings → Reports. The Sales Report is available today; the other reports (appointments, clients, services) are marked as coming soon.
Pick the period
Filter by today, this week, this month, this year or a custom range. Compare periods to see whether you are growing (e.g. this month vs last month).
Read the right numbers
Check weekly the total sales, the number of payments and the average per payment, together with the trend over time. If the total grows but the average per payment drops, you are working more to earn the same: time to review pricing or promotions.
Export for your accountant
From the report you can export the data as CSV (for Excel or Google Sheets) or as PDF.
Tip: block 10 minutes every Monday to review last week's revenue. It is the fastest way to catch a dip early.
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