--- title: "Scheduling Pro Daily Appointments report template (Enterprise Hub)" slug: "scheduling-pro-daily-appointments-report-template-enterprise-hub" updated: 2026-10-15T01:24:51Z published: 2026-10-15T01:24:51Z canonical: "help.servicetitan.com/scheduling-pro-daily-appointments-report-template-enterprise-hub" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Scheduling Pro Daily Appointments report template (Enterprise Hub) ## Overview The Scheduling Pro Daily Appointments report template is used to create consolidated reports on daily appointment activity across multiple tenants. This report helps enterprise users monitor appointment trends, measure scheduling volume across brands, and analyze daily performance from a single platform. --- ### #### Who uses this feature - Administrators, managers, and office employees - Applies to all business types #### Feature configuration - Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to [built-in reports](/construction/docs/built-in-reports-home). ## ## Things to know - If you’re unsure which columns you want to include in your report, use the [Reporting Dictionary](/construction/docs/learn-about-report-data-fields-in-the-reporting-dictionary-2) to search for appropriate data fields. - You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template. ## ## Report examples - Create a report that lists all appointments booked across multiple tenants for a specific day. This helps you monitor daily scheduling activity across the organization and identify which tenants have the highest booking volume. - Run a report that breaks down appointments by scheduler and tenant. This helps you compare booking performance between different branches, brands, or subsidiaries. - Create a report that aggregates appointments by trade type across all tenants. This helps you identify company-wide service demand trends and allocate resources effectively across markets. ## ## Create a Scheduling Pro Daily Appointments report template 1. In your Enterprise Hub account, go to **Rollup Reporting. ![Welcome screen of Enterprise Hub featuring User Management and Rollup Reporting options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/scheduling-pro-daily-appointments-report-template-enterprise-hub-image-vfd9nm9s.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A38Z&se=2026-10-31T02%3A43%3A38Z&sr=c&sp=r&sig=vyPMy5jtP7XJ%2BniC45kQr2nxsWmoG5Hb3%2FGCNIhyrfA%3D)** 2. In the *Reports* screen, click **Create Report**. ![User interface of Enterprise Hub showing recently viewed reports and create report option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/scheduling-pro-daily-appointments-report-template-enterprise-hub-image-hjxro442.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A38Z&se=2026-10-31T02%3A43%3A38Z&sr=c&sp=r&sig=vyPMy5jtP7XJ%2BniC45kQr2nxsWmoG5Hb3%2FGCNIhyrfA%3D) 3. In the *New Report* screen, select **All** or **Other** as a report type. 4. Select **Scheduling Pro Daily Appointments Report** as report template. You can then select and customize the following columns to include in your report. - **Tenant ID:** Unique identifier assigned to the tenant (business account) using Scheduling Pro. - **Tenant Name:** Name of the tenant (business) associated with the scheduler data. - **Tenant Official Name:** Official legal name of the tenant. - **Session Date:** Date when the scheduling session occurred or was recorded. - **Trade:** Type trade selected in the session. - **Brand Name:** Name of the brand under which the scheduler operates. - **Scheduler ID:** Unique identifier for the specific online scheduler instance. - **Scheduler Name:** Name assigned to the scheduler in the tenant’s account. - **Appointment Count:** Total number of appointments booked through the scheduler for the specified session date. > [!TIP] > **Tip**: Hover over the name of the column to see a short description. ## Create Scheduling Pro Daily Appointments report in EnterpriseHub 1. After selecting the proper report template and the columns you want to include, click **Next** to create the report. 2. Enter the report details in the *Set Details* screen and click **Next**. 1. **Name** 2. **Category** 3. **(Optional) Description** 3. Select the members that can have access to this report from the *Members & Access* screen and click **Save**. ![List of members with access, highlighting selected member and their permissions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/scheduling-pro-daily-appointments-report-template-enterprise-hub-image-u8ro196b.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A38Z&se=2026-10-31T02%3A43%3A38Z&sr=c&sp=r&sig=vyPMy5jtP7XJ%2BniC45kQr2nxsWmoG5Hb3%2FGCNIhyrfA%3D) ## ## Run the Scheduling Pro Daily Appointments report template After creating the report, let’s see how you can run it. 1. In the **Network/ Tenant** dropdown, select the networks or individual tenant you want to run data for. ![Dropdown menu displaying various network options for selection in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/scheduling-pro-daily-appointments-report-template-enterprise-hub-image-goyimma9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A38Z&se=2026-10-31T02%3A43%3A38Z&sr=c&sp=r&sig=vyPMy5jtP7XJ%2BniC45kQr2nxsWmoG5Hb3%2FGCNIhyrfA%3D) 2. Click the **From - To** field to set date filters. You can: 1. Use the calendar to select a specific date range and click **Apply**. 2. Use the left menu to select a preset date range: ![Date selection interface showing February 16 to February 22, 2021, with an apply button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/scheduling-pro-daily-appointments-report-template-enterprise-hub-image-z3enas7s.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A38Z&se=2026-10-31T02%3A43%3A38Z&sr=c&sp=r&sig=vyPMy5jtP7XJ%2BniC45kQr2nxsWmoG5Hb3%2FGCNIhyrfA%3D) 1. **Today**: From 12:00 AM to the current time 2. **Yesterday**: Previous day, from 12:00 AM to 11:59 PM 3. **Last 7 Days**: Previous seven days, including the current date 4. **Last 14 Days**: Previous 14 days, including the current date 5. **Last 30 Days**: Previous 30 days, including the current date 6. **Month to Date**: From the first of the current month to the current day 7. **Last Month**: Entire month before the current month. For example, if the date is February 5, the entire month of January. 8. **Last 90 Days**: Previous 90 days, including the current date 9. **This Quarter**: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30. 10. **Last Quarter**: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31. 11. **Quarter to Date**: From the first day of the current quarter to the current day 12. **Year to Date**: From January 1 of the current year to the current day 13. **Last 365 Days**: Previous 365 days, including the current date 3. (Optional) Select the **Breakdown by Scheduler** box to separate the data by schedulers. ![Date range selection for scheduling from October 22 to October 29, 2025.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/scheduling-pro-daily-appointments-report-template-enterprise-hub-image-eoej17r7.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A38Z&se=2026-10-31T02%3A43%3A38Z&sr=c&sp=r&sig=vyPMy5jtP7XJ%2BniC45kQr2nxsWmoG5Hb3%2FGCNIhyrfA%3D) 4. When finished, click **Run Report**. > [!NOTE] > **Note**: You can use the Run History button to see the recent run of the report. > [!TIP] > **Tip:** Click **Edit Columns** to add and remove columns. You can [arrange report columns and apply filters](/construction/docs/run-filter-and-export-reports#filter-and-arrange-a-report) for further customization. ## Want to learn more? - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - See [Schedule reports](/construction/docs/schedule-reports) ServiceTitan's advanced scheduling add-on that adds smart capacity management, technician skill matching, and zone-based booking rules. **What it does:** Ensures the right technician is booked for the right job at the right time, maximizing daily revenue and reducing travel waste. **Also called:** Advanced scheduling, Smart scheduling **Tags:** Scheduling Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)