If your use case requires this data in Funnel, you can request it as a Custom Connector.
Custom Connectors and the Custom Connector Request feature are available in the following plans: Business and Enterprise. See our Pricing page for more details.
Sales Report Fields
Dimensions:
Center ID – Unique identifier for the business center.
Center Name – The official name of the business center.
Center Display Name – The name displayed to customers.
Currency – The currency used in transactions.
Invoice No – The unique number assigned to each invoice.
Receipt No – The unique number assigned to each receipt.
Guest ID – Unique identifier for the guest/customer.
Guest Name – The full name of the guest/customer.
Guest Code – An internal code assigned to the guest.
Sold On – The date when the sale was made.
Date – The reporting date for the transaction.
Center Code – A unique code representing the center.
Item Type – The category of the item sold (e.g., service, product).
Item Name – The name of the sold item.
Item Code – The unique identifier for the sold item.
Gift Card Code – The unique code assigned to a gift card.
Tax Code – The tax classification applied to the item.
Last Payment Date – The date of the most recent payment on the invoice.
Invoice Item ID – Unique identifier for an item within an invoice.
Employee Name – The name of the employee handling the transaction.
Employee Code – Unique identifier assigned to the employee.
Employee Job Code – The job role or classification of the employee.
Tags – Custom tags assigned to the transaction.
Promotion – The promotion or discount applied to the sale.
Coupon Printed – Indicates whether a coupon was printed for the transaction.
First Visit – Indicates whether this is the guest’s first visit.
Package – The package associated with the sale.
Package Invoice – The invoice linked to a package sale.
Payment Type – The method of payment used (cash, card, etc.).
Business Unit Name – The department or unit within the business handling the sale.
State Code – The state identifier for tax purposes.
SAC – Service Accounting Code (for tax classification).
Created Date In Center – The date the transaction was created in the system.
HSN – Harmonized System Nomenclature code for tax classification.
Error – Indicates any issues or errors in the transaction record.
Metrics:
Item Row Num – The row number for the item in the invoice.
Row Num – The overall row number in the sales report.
Quantity – The number of units sold for the item.
Loyalty Point Redemption – Points redeemed for this transaction.
Membership Redemption – Membership balance applied to the transaction.
Prepaid Card Redemption – Prepaid card balance used for payment.
Cashback Redemption – Cashback applied to the transaction.
Package Redemption – Amount redeemed from a purchased package.
Monetary Metrics:
Tips – The amount of gratuity paid by the customer.
Due – The remaining amount still to be paid.
Rounding Adjustment – Any rounding applied to the total amount.
Cash – The amount paid in cash.
Card – The amount paid via credit/debit card.
Check – The amount paid via check.
Custom – A custom payment type used.
Points – Loyalty points applied as payment.
Membership Paid – Amount paid using a membership balance.
Prepaid Card – Amount paid using a prepaid card balance.
Unit Price – The price per unit of the item.
Sale Price – The listed sale price of the item before discounts.
Discount – The discount amount applied to the sale.
Final Sale Price – The total amount after discounts.
Total Tax – The total tax applied to the transaction.
State Tax – The tax amount applied based on the state code.
Collections Report Fields
Dimensions:
Center ID – Unique identifier for the business center.
Center Name – The official name of the business center.
Center Display Name – The name displayed to customers.
Currency – The currency used in transactions.
Invoice ID – Unique identifier for the invoice.
Invoice No – The unique number assigned to each invoice.
Receipt No – The unique number assigned to each receipt.
Date – The reporting date for the collection.
Created Date – The date the collection record was created.
Closed Date – The date the transaction was closed.
Status – The current status of the collection (e.g., paid, pending).
Guest ID – Unique identifier for the guest/customer.
Guest Name – The full name of the guest/customer.
Front Desk Assistant Name – The name of the employee at the front desk handling the transaction.
Items ID – Unique identifier for the items in the transaction.
Items Name – The name of the items being sold or redeemed.
Items Code – Unique code assigned to the items.
Items Type – The category of the item (e.g., service, product).
Items Therapist ID – Unique identifier for the therapist or service provider.
Items Invoice Item ID – The unique ID of an item within an invoice.
Item Payments – Payment details related to specific items.
Item Taxes – The tax applied to the item.
Transactions – Details of financial transactions linked to the collection.
Metrics:
Items Quantity – The total number of items included in the collection.
Monetary Metrics:
Items Final Sale Price – The final sale price of the items after discounts.
Items Discount – The discount applied to the items.
Items Cashback Redemption – The cashback applied to the items.
Total Collection – The total amount collected from the transaction.
Gross Amount – The total revenue before deductions.
Net Amount – The total revenue after deductions.
Discount – The total discount applied to the transaction.
Rounding Adjustment – Any rounding applied to the final amount.
Cashback – The cashback applied to the transaction.
How to Request this Custom Connector
To request Zenoti data, submit a Custom Connector Request (see link here for instructions).
If you are interested in Zenoti data that hasn't been covered here, we would like to encourage you to connect with our Integration Engineering team by submitting a Custom Connector Request. They will be more than happy to explore the potential of obtaining additional data.