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How To Create a Tips Report
How To Create a Tips Report
Ivan Dorian avatar
Written by Ivan Dorian
Updated over 2 months ago

Summary:

  • This article will help you create a Tips report using the Appointment Export.

  • There is an example of how the final result of a TIP report could appear.


Step 1 - Accessing The Appointment Export:

  • From your ZenMaid Dashboard, go to the All Reports page.

  • From the All Reports page, select the Export Appointments option.


Step 2 - Choosing The Right Columns:

Fields or Columns Needed:

To run a tips report, you'll want to export appointments with the following fields:

  • Tip

  • Cleaner Grid

  • Customer (full name or first name)

  • Appointment date

  • Start time (optional)

  • End time (optional)


Step 3 - Finalizing The Tip Report:

Filtering Data:

  • From there, upload this data to a spreadsheet and filter it to show the tips per cleaner.

  • Attached below is an example of a tip report.


Alternative Methods:

  • If you have been using ZenMaid's payroll feature, you can run a Cleaner Gross Income Report, which includes a tip column.

  • You can also download your payroll report.


Side Note:

To find out how to export more data in ZenMaid, please review this step-by-step walkthrough:


Keywords:

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