Zen Daily Report Help
From first-time setup to writing, sharing, aggregating reports, and billing. Stuck? Search by symptom.
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Getting started3 articles
- Set up your company and submit your first reportSign up, register your company, pick an industry, and submit your first report in 10 minutes. Inviting members and adjusting the template come next.
- Roles and how to read the screenWhat admins, managers, and members can each do, and how the navigation tabs change with the role.
- GlossaryWhat the words used across this help mean — submit, draft, template, field, feed, reaction, sign-off, KPI rollups and more, in one or two sentences each.
Writing reports11 articles
- Write and submit today's reportFill in “Today's report” along your template and submit in 3 minutes using yesterday's copy and autosave. Photos and the mood check-in are covered too.
- Reading the report fieldsWhat each report field records and how to fill it in — text, choice, checklist, numbers, auto calculation, line items, rating, photos, file attachments, time clock.
- Clock in and outPress “Now” in the “Time clock” field to record your start and end times, and let breaks be deducted so hours worked are calculated for you.
- Write a missed report or edit one you submittedHow to backfill the report for an earlier business day, and how to edit and resubmit a report within 7 days of its date.
- Voice entry — write your report by speakingHow AI drafts your report from your voice, how to answer its follow-up questions, and how to check the result before you submit.
- Multilingual entry — write your report in your own languageHow to set your report language, write and submit in your own language, and how readers switch between the Japanese translation and your original text.
- Insert your Google Calendar events into a reportConnect Google Calendar in “Settings”, then use “Insert calendar events” on the entry screen to paste the day's events into the report text.
- A report stays waiting to send and never arrivesWhat to check when a report submitted with a weak signal stays queued, how automatic resending and the submission window work, and how to fix it.
- Pressing Submit does not submit the reportHow to tell apart empty required fields, locked field order, photos still uploading, a report already submitted today, and a finished trial — and how to fix each.
- The voice-entry mic is missing or recording does not workWhat to check and how to fix it when the mic button is missing, permission was denied, the recording was too short, the hourly limit is reached, or audio will not send.
- Photos will not uploadWhat to check and how to fix it when a photo will not attach to your report because of a retry notice, an unsupported format, or the photo count limit.
Reading & responding11 articles
- Read reports in the feed and send a reactionThe daily loop of reading unread reports on the Feed tab and answering with one reaction, plus how read state, team filtering and translations work.
- Reply with comments, mentions and photo markupHow to reply in the comment box on a report card, notify someone with an @ mention, draw on a photo, and ask for an answer with Request a reply.
- Summarize the day's reports with AI summaryHow to summarize the day's or the last 7 days' submissions per member on the AI summary screen, choose focus and detail, and open the original report.
- Sign-off — approve a reportHow to leave an approver's name on a report with Approve in the feed, how it reaches printing and sharing, how to undo it, and how it clears on resubmission.
- Print a report, save it as PDF, and share it outsideOpen a submitted report in the paper layout to print or save it as a PDF, and issue or revoke a read-only share link for a general contractor or client.
- Use the team wall to read each other's reportsHow an admin sets the sharing scope of the team wall, and how members comment and react on each other's submitted reports.
- Approve daily reports and email them as PDFsReview the previous business day's reports on the PDF distribution approval screen, and email as PDFs only the ones you approve and send.
- Send confirmation requests and see who acknowledgedSeparately from daily reports, ask specific members to acknowledge a notice or a new menu, and follow who has acknowledged in one list.
- Reading your alertsHow to read the comments, replies, mentions, reactions and approvals that arrive in the “Alerts” tab, and the reports waiting for your reply. Includes how email notifications relate to it.
- A report does not appear in the feedWhat to check when a report you expected is missing from the feed — already read, a team filter, outside the teams you cover, or a submission date that is not today.
- A report written in another language has no translationWhat to check when a report submitted in someone's own language shows no Japanese translation or a translation error, and how to rebuild it with Generate translation.
Team & settings13 articles
- Invite members by email, invite link or CSVHow to send invitation emails from the Members screen, create an invite link to share in chat, and invite a large team at once with a roster CSV.
- Set roles and teamsHow to change a role (admin, manager, member) on the Members screen, create teams and assign people to them, and deactivate or reactivate someone who has left.
- Add and edit template fieldsHow to add, edit, reorder and delete daily report fields in “Edit template”, mark them required, and roll back an earlier layout. Changes apply from the next report.
- Create several templates and assign themHow to add templates with “+ Create a new template”, make them a team default or assign them per member, set the report frequency, and let reporters switch templates.
- Check submissions and mark a day offSee each member's submissions, misses and days off across the last 5 business days on the Submissions screen, and mark someone off on the spot. Includes how to read comment and reaction counts.
- Register public holidays and company days offAdd public holidays in bulk in Holiday settings and add or remove your own company closures. Holidays are excluded from submission days.
- Set reminder emails and the morning digestSet the deadline that triggers reminder emails to people who have not submitted, and the time managers receive the morning digest. Includes the per-person receiving settings.
- Reading the Settings screenWhat you can change in “Settings” (my settings, support & account) and, for admins, in “Organization settings” under “Manage” (general, holidays, features, team wall, filling & viewing, reactions, voice dictionary).
- Register words in the voice-entry spelling dictionaryHow to register the correct spelling of site, customer and product names in the voice-entry spelling dictionary, and how the company-wide and per-team dictionaries differ.
- Register custom reactionsHow to add your company's own logo or mascot stamps in the “Reactions” section, on top of the four standard reaction stamps, and how to delete them.
- Reminder emails and the morning digest do not arriveWhat to check when no reminder arrives after the deadline or the morning digest is missing — submitted, day off, holiday, receiving settings, spam — and how to fix it.
- The invite link does not workWhat causes messages such as “This invite link has expired”, a usage limit, or belonging to another organization, and how to fix each of them.
- The template will not saveHow to read and fix the red messages in “Edit template” — the 20-field limit, another manager saving first, a circular calculation, and the rest.
Analytics & search4 articles
- Roll up numbers and download a CSVHow to read the numbers from your reports by period and by member in “KPI rollups” on the “Stats” tab, and download a CSV you can open in Excel.
- Search past reports and save conditionsHow to search submitted reports and their comments by keyword, period and member from “Keyword search” on the “History” tab, and save the conditions you use often.
- Browse photos and files across reportsHow to list photos and files attached to reports by date or by reporter on the “Photos” tab, filter by period and reporter, and open the original report.
- Look back at your own past reportsHow to read back the reports you submitted in “Past reports” on the “History” tab, by date and from the calendar, write a missed day from the calendar, and check the reactions you have received.
Plans & billing5 articles
- Check your trial days and add a payment methodHow to check the days left in your free trial in “Plan & billing”, add a card to subscribe, plus where to change the card, find invoices and cancel. The screen shows the official amounts.
- Enable the multilingual and AI reply suggestion add-onsHow to switch the multilingual add-on and the AI reply suggestions add-on on and off with the toggles in Plan & billing, and where to check what they cost.
- Invite companies with your referral linkHow to copy or share your referral link from the referral block of “Plan & billing”, have a company sign up with the code, and read how your referrals are going.
- Billing, data and account FAQThe questions we are asked most about headcount and billing, data after cancelling, receipts, reports of people who left, exports, closing an account, signing in and visibility.
- The free trial has ended and you cannot write reportsWhat happens between the end-of-trial notice and the pause on writing and viewing, what still works while it is paused, and how to subscribe. Report data is never deleted.
App & support5 articles
- Add it to your home screen and use it as an appAdd Zen Daily Report to the home screen of an iPhone or Android phone and open today's entry from the icon. No app store download is needed.
- Ask a question or contact supportUse “Support” at the bottom right to ask the AI how something works, report a bug, or send a request. You can contact us straight from an AI answer.
- Switch the display languageSwitch the interface between English and Japanese. Notification emails arrive in the language you choose.
- Delete your accountHow to delete your own account from “Delete account” in “Settings”, what is deleted and what is kept, and when deletion is blocked.
- Cannot sign in or the code does not arriveWhat to check and how to fix it when sign-in stops — wrong email or password, a missing or expired verification code, and too many attempts.
Something not working?
- required field
- locked
- limit
- not showing
- not arriving
- expired
- waiting to send
- offline
- no signal
- queued
- resend
- not submitted
- A report stays waiting to send and never arrives
- Pressing Submit does not submit the report
- The voice-entry mic is missing or recording does not work
- Photos will not upload
- A report does not appear in the feed
- A report written in another language has no translation
- Reminder emails and the morning digest do not arrive
- The invite link does not work
- The template will not save
- The free trial has ended and you cannot write reports
- Cannot sign in or the code does not arrive