Custom Report and Owner Dashboard Set-up for Zeyto

Outcomes

• Up to 6 saved views on Zeyto's standard reports (for example Sales Register, Aging, Stock Balance and Valuation, Sales Analysis), each with the period, filters, columns, grouping and sort for one question you ask, named by that question
• Those reports starred as Favourites on up to 2 users or computers. Zeyto keeps saved views on the computer where they were made, so we set them up on each
• The Daily Owner Report set up: send time, days, email addresses and WhatsApp numbers, tested with Send now. WhatsApp opens for a person to press send; Zeyto does not send it by itself
• One Excel owner summary workbook that reads the XLSX exports of up to 4 of those reports: a data sheet for each export and a one-page summary of up to 8 figures and up to 3 charts, all driven by formulas
• A one-page monthly routine: which saved view, who runs it, when, and who receives the PDF

What we do

• Read your intake form: the questions you want answered and who reads each answer
• Map each question to the standard report that answers it, and say plainly where Zeyto has no report for it
• In a screen-share of about 90 minutes, build and save each view, star the favourites, set the PDF layout and set the Daily Owner Report
• Export the reports to XLSX and build the owner summary from your own export, then check its figures against Zeyto's report totals
• Hold a 45-minute session with the owner on reading Business Overview, the Finance Dashboard and the Sales Dashboard, and on tying a dashboard figure back to its report

What you provide

• A running Zeyto with at least one month of posted data, and a sign-in that can run the reports. The Owner Overview opens only for users who may see all branches and cost
• Up to 6 questions you want answered, in plain words, and who reads each answer
• The email addresses and WhatsApp numbers for the Daily Owner Report. If it goes by email, the mail account in Settings, Sharing must work. You type any password yourself
• Microsoft Excel 2016 or later, or Google Sheets, to use the workbook

Timeline 7 working days from the day we have the form and your Zeyto access. Working days are counted from the day we hold your completed intake form and the items under "What you provide". The clock pauses while we wait for you.

Limits

• Up to 6 saved views, 2 users or computers, one Daily Owner Report, one workbook (up to 4 data sheets, 8 figures, 3 charts) and 2 rounds of changes
• We configure what Zeyto offers. We do not write new report types or change code. If no standard report answers a question, we say so and suggest the nearest one
• Saved views stay on one computer and are not shared. The workbook updates only when you paste a fresh export
• Some reports add document currencies as they are. We flag any such figure in the workbook notes

Not included

• New report types, custom code, live data connections or business-intelligence tools
• Deciding accounting treatments, or checking that your books are right (see the Zeyto Health Check)
• Sending reports for you. Zeyto and your own people send them
• Tax advice or preparing VAT returns

Support after delivery

• 14 days of email support on what we set up, answered within 1 working day
• If a Zeyto update changes a saved view or an export layout we used, we put it right within those 14 days
• Refunds follow the Zeyto Marketplace Terms (section 6): write to support@zeyto.app within 7 days of purchase if the service was not delivered or differs materially from this description.