How To Run Reports in WorkZen

Being busy and being profitable aren't the same thing. WorkZen's reports turn your day-to-day data into clear answers about what's working and where the money is leaking.

The reports and what each one answers

Go to Reports in the sidebar. Reports are grouped into Financial Reports and Operational Reports:

Report	The question it answers
Revenue Report	Where is the money coming from, by service, client, and time period?
Accounts Receivable Aging	Who owes me, and how overdue is it?
Commission Report	What has each employee earned, pending and paid?
Lead Response Time	How fast does my team respond to new leads?
Lead Conversion Report	How many leads become clients, how long does it take, and which sources and reps perform best?

Two more cards, Job Pipeline Report and Job Conversions, appear with a Coming Soon badge; they aren't runnable yet.

Run a report

Open a report, pick a Date Range, and where offered choose a Group By interval: Day, Week, Month, Quarter, or Year. Click Run Report.

Results land in three views: Overview for the summary charts and totals, Details for the row-level table (every transaction, invoice, or lead), and Breakdown for grouped slices like revenue by client or conversion by source. Change filters any time and run again, or click Reset Filters to start clean.

Export to CSV

Click Export on any report to download the visible data as a CSV that opens in Excel, Google Sheets, or your accountant's tool of choice. Internal identifiers are stripped automatically, so the file contains only the readable columns.

Who can see what

Report access follows permissions, not just plans:

Report	Required permission
All reports	View Financial Reports
Revenue Report	also View Revenue Data
Commission Report	also View Commission Report

Plan availability

The Commission Report requires the ZenGrow plan or higher, since commissions are a ZenGrow feature. All other reports are free on every plan.

Watching labor costs too? Pair the reports with time tracking and expense management so revenue is only half of the picture you're checking.

Step by step

Open Reports

Go to Reports in the sidebar and pick a report card under Financial Reports or Operational Reports.

Set your filters

Choose a Date Range and, where offered, a Group By interval (Day, Week, Month, Quarter, or Year).

Run it

Click Run Report. Results load into Overview charts with Details and Breakdown views for the row-level data.

Export

Click Export to download the report data as a CSV you can open in any spreadsheet.

Frequently Asked Questions

Basic reports are free on every plan. The Commission Report is the exception; it requires ZenGrow or higher, because commissions themselves are a ZenGrow feature.

Reports are permission-gated. The Reports area requires View Financial Reports, the Revenue Report additionally requires View Revenue Data, and the Commission Report requires View Commission Report. Ask an admin to adjust your role if you're missing one.

CSV works today from the Export button. Excel and PDF options are marked coming soon in the app.

Yes. The Commission Report has a By Employee view, and each employee drills down into their individual commission history with dates, invoices, rates, and amounts.

Unpaid invoices are grouped by how overdue they are, Current, 1-30 Days, 31-60 Days, 61-90 Days, and 90+ Days, so you can prioritize collection calls where the money is oldest.