--- title: "Scheduling Pro ROI report template (EnterpriseHub)" slug: "scheduling-pro-roi-report-template-enterprisehub" updated: 2026-10-15T01:24:55Z published: 2026-10-15T01:24:55Z canonical: "help.servicetitan.com/scheduling-pro-roi-report-template-enterprisehub" --- > ## 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 ROI report template (EnterpriseHub) ## ## Overview The Scheduling Pro ROI report template is used to evaluate the return on investment for Scheduling Pro across all connected tenants. This report helps enterprise leaders assess which brands and channels generate the highest value from Scheduling Pro. --- ### #### 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 aggregates total revenue, completed jobs, and ROI across all tenants. This helps you measure the overall financial impact of Scheduling Pro across your organization. - Run a report comparing average 30-day revenue and booked jobs by tenant or brand. This helps you identify high-performing regions or subsidiaries driving the most value. - Create a report that ranks marketing sources by ROI across tenants. This helps you determine which channels consistently generate the strongest financial returns organization-wide. ## Create a Scheduling Pro ROI 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-roi-report-template-enterprisehub-image-hkv5zga6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%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-roi-report-template-enterprisehub-image-sz9yqcso.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D) 3. In the *New Report* screen, select **All** or **Other** as a report type. 4. Select **Scheduling Pro ROI 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. - **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. - **Scheduler ID:** Unique identifier for the specific online scheduler instance. - **Scheduler Name:** Name assigned to the scheduler in the tenant’s account. - **Average 30D Booked Jobs:** Average number of jobs booked through the scheduler over the past 30 days. - **Average Ticket ($):** Average dollar amount per completed job. - **Average 30D Revenue ($):** Average revenue generated from booked jobs over the past 30 days. - **Total Revenue ($):** Total revenue generated from all booked and completed jobs. - **Total Jobs Created:** Total number of jobs created through the scheduler. - **Total Completed Jobs:** Total number of jobs completed after being created through the scheduler. > [!TIP] > **Tip**: Hover over the name of the column to see a short description. ## Create Scheduling Pro ROI Appointments report in Enterprise Hub 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-roi-report-template-enterprisehub-image-x23rv15c.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D) ## Run the Scheduling Pro ROI 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-roi-report-template-enterprisehub-image-iedmy22k.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%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**. ![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-roi-report-template-enterprisehub-image-1tc0a8v6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D) 2. Use the left menu to select a preset date range: 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 14. **Last Year**: January 1 - December 31 of the previous calendar year 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-roi-report-template-enterprisehub-image-nw39ylka.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%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) for further customization. ## Want to learn more? - See [Run, filter, and export reports](/construction/docs/run-filter-and-export-reports) - See [Schedule reporqts](/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)