Types of Reports in Zylu and What You Can Track

Types of Reports in Zylu and What You Can Track

Zylu offers a wide range of reports to help you monitor every part of your business—from daily revenue and bookings to inventory, employee performance, and customer behavior. Here's a categorized breakdown of all the reports and what you can use them for.

Business Performance & Sales

  • Summary
    Get a quick snapshot of your business performance—including revenue, expenses, tips, cashback, outstanding collections, and payment breakdowns.

  • Daily Revenue
    See daily totals for revenue, tips, and outstanding amounts collected—perfect for closing the day.

  • Payment by Source
    Understand how your customers are paying (cash, card, online, UPI, wallet, pay later, and more).

  • Collected Outstanding Payments
    Track follow-up payments received from customers for previous dues.

  • Expenses
    View all your business expenses with details like category, payment method, and amount.

Sales Reports

  • Sales by Service
    Identify your top-performing services and focus on what brings in the most revenue.

  • Sales by Service Category
    View performance grouped by categories like Hair, Spa, Tattoo, etc., including discounts.

  • Sales by Product
    Track retail product performance and optimize your inventory and upselling strategy.

  • Sales by Customer
    See who your highest-paying customers are to personalize loyalty efforts.

  • Sales by Employee
    Analyze individual employee sales performance across services, products, packages, and memberships.

Employee & Staff Management

  • Staff Summary
    Overview of each employee’s bookings, services handled, and revenue generated.

  • Staff Commission
    Track commissions earned from services, products, packages, memberships, and more.

  • Staff Attendance
    Monitor check-in and check-out times and absences to manage shifts and ensure accountability.

  • Tips
    See tips received by staff—useful for tracking service quality and customer satisfaction.

  • Revenue by Manager
    Analyze performance by manager—bookings managed, revenue generated, and team output.

Booking & Packages

  • Booking
    Get full booking details—customer, items billed, payments made, discounts applied, and outstanding balances.

  • Package
    Track packages purchased by customers—usage, balance, and expiry details.

  • Gift Card
    View all gift card activity—sales, redemptions, remaining balances, and sender/receiver info.

Inventory & Stock

  • Product Stock Summary
    See current inventory status, stock movement, and availability to manage restocking.

  • Inventory
    Dive deeper into received, used, and adjusted inventory levels to plan ahead.

  • Inventory Adjustments
    Track manual stock changes to keep your inventory accurate and loss-free.

Customer Engagement & Loyalty

  • Enquiry
    Monitor all customer inquiries—including interests, follow-ups, lead owner, and status.

  • Referral
    Track referral activity—who referred, who joined, and what bonuses were awarded.

  • Loyalty Points
    View loyalty point balances and redemptions—helpful for upselling and retention.

  • Wallets
    Track wallet balances and transactions—ideal for prepaid service setups.

  • Cashbacks
    Monitor cashback given and redeemed—useful for running promotions and repeat visits.

Pro Tip:

You don’t need to use every report every day—just choose the ones that support the decision you're making right now. Use the Summary, Booking, and Sales reports regularly, and dive into others like Commission, Inventory, or Referrals as needed.



Frequently Asked Questions (FAQs)

Q. What is the most commonly used report in Zylu?

A. The Booking Report is the most commonly used. It gives you a detailed view of every transaction—including services, products, payments, discounts, and outstanding balances.

Q. How do I know which service or product sells the most?

A. Use the Sales by Service and Sales by Product reports to see which items are generating the most revenue and which ones need attention.

Q. Which report helps me track team performance?

A. Check the Sales by Employee and Staff Summary reports to analyze staff performance. For commissions, use the Staff Commission report. To track punctuality, use the Staff Attendance report.

Q. Where can I check my daily earnings?

A. Use the Daily Revenue report. It shows total earnings, tips, and how much of your outstanding balance has been collected each day.

Q. How do I see how customers are paying?

A. The Payment by Source report shows income broken down by payment methods like cash, card, UPI, wallet, and more.

Q. How can I track which customers owe me money?

A. Use the Collected Outstanding Payments report to see which customers had pending amounts and how much has been collected.

Q. Is there a way to track my business expenses?

A. Yes. The expenses report lets you record and review all expenses with date, category, amount, and payment method.

Q. How can I monitor package usage and balances?

A. Use the Package Report to track purchased packages, usage history, remaining sessions, and validity for each customer.

Q. Can I track the performance of managers separately?

A. Yes. The Revenue by Manager report shows how each manager is performing in terms of bookings and revenue contribution.

Q. Where can I track loyalty points or cashback usage?

A. Use the Loyalty Points report to monitor point balances and redemptions. For cashback activity, check the Cashbacks report.

Q. Which report shows gift card usage?

A. The gift card report shows gift cards sold, redeemed, remaining balances, and sender/receiver info.

Q. How do I track inquiries and leads?

A. Use the Enquiry Report to view all incoming leads, including service interest, lead source, follow-up date, and assigned staff.


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