Overview
The Scheduling Pro Session Details report provides a granular view of every session initiated through Scheduling Pro. This report helps you analyze user behavior, troubleshoot booking issues, and understand how customers interact with your online scheduler.
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.
Things to know
If you’re unsure which columns you want to include in your report, use the Reporting Dictionary 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 sessions started within the past seven days, including session status and booking outcomes. This helps you analyze customer activity and identify how many sessions result in completed bookings versus abandoned ones.
Run a report that filters sessions by device type and browser. This helps you identify potential performance issues or usability differences between desktop and mobile users.
Create a report that lists sessions with issues or blockers, along with associated booking IDs and timestamps. This helps you troubleshoot recurring scheduling problems and monitor where customers encounter errors in the booking flow.
Create a Scheduling Pro Session Details report
Go to the top toolbar and click Reports > All Reports.
Click Create Report.
In the New Report screen, select All or Other as a report type.
Select Scheduling Pro Session Details Report as report template.
You can then select and customize the following columns to include in your report.
Session ID: Unique identifier for the customer’s scheduling session.
Brand ID: Unique identifier for the brand associated with the session.
Last Check-in At: Timestamp of the most recent activity or interaction within the session.
Expires At: Timestamp indicating when the session is set to expire or become inactive.
Status: Current status of the session.
Job ID: Unique identifier for the job created from the session, if applicable.
Job Created At: Timestamp when the job was created from the session.
Job Created By: User or system that created the job.
Booking ID: Unique identifier for the booking created from the session.
Booking Created At: Timestamp when the booking was created.
Booking Created By: User who created the booking.
Created At: Timestamp when the session was first created.
Modified On: Timestamp when the session record was last updated.
Attachments: File names of attached images, documents, or media, if applicable.
Timeslot Start: Start time of the timeslot selected by the customer.
Timeslot End: End time of the timeslot selected by the customer.
Job Type ID: Unique identifier for the job type associated with the booking.
Business Unit ID: Unique identifier for the business unit handling the job.
Address City: City of the service location entered by the customer.
Address State: State or region of the service location.
Address Zip: ZIP or postal code of the service location.
Address Country: Country of the service location.
Address Street: Street address of the service location.
Address Unit: Apartment, suite, or unit number, if provided.
Location Is New: Indicates whether the service location is new for the customer.
Location ID: Unique identifier for the service location.
Customer ID: Unique identifier for the customer associated with the session.
Customer Is New: Indicates whether the customer is new or existing.
Customer First Name: First name of the customer.
Customer Last Name: Last name of the customer.
Customer Email: Email address provided by the customer.
Customer Phone: Phone number provided by the customer.
Issues: Customer responses to questions.
Category: Service category selected by the customer.
Additional Details: Extra information provided by the customer.
Booked From: Source of the booking.
Sourced From Marketing Pro: Shows if the lead source data comes from Marketing Pro's script.
Browser Name: Web browser used during the session.
Browser Version: Version number of the browser used during the session.
CPU Architecture: Architecture type of the device’s processor used during the session.
Device Model: Model of the device used during the session.
Device Type: Device type used during the session.
Device Vendor: Manufacturer or vendor of the device.
Engine Name: Name of the browser engine used in the session
Engine Version: Version of the browser engine used in the session.
IP Address: IP address of the device used during the session.
Is Bot: Indicates whether the session was initiated by an automated bot.
OS Name: Name of device’s operating system.
OS Version: Operating system version of the device.
User Agent: Full user agent string from the browser or device.
Last Step: Most recent step completed by the customer in the scheduler workflow.
Blocker To Book Additional Data: Details on any blocker preventing the session from completing a booking.
Blocker Type: Type or category of the booking blocker encountered.
Mobile Notification Opt In: Indicates whether the customer opted in to receive mobile notifications.
Job Type title: Title or name of the job type selected by the customer.
Business Unit: Name of the business unit associated with the session or job.
Zone ID: Unique identifier for the zone assigned to the job.
Zone Name: Name of the zone assigned to the job.
Brand Status: Current status of the brand.
Google Business Profile Name: Name of the Google Business Profile clicked for Reserve with Google bookings.
Dispatch Fee Quoted: Dispatch fee amount shown to the customer at the time of booking.
Is Location Takeover: Indicates whether the session involves a location takeover scenario.
Custom Opt In: Indicates whether the customer opted in for custom communications or offers.
Marketing SMS Opt In: Indicates whether the customer opted in to receive marketing SMS messages.
Membership Interest: Indicates whether the customer expressed interest in a membership program.
Lead ID: Unique identifier for the lead associated with the session.
Lead Created At: Timestamp when the lead was created.
Abandoned Session Booking Flow: Indicates if the abandoned session was processed through the booking recovery workflow.
Payment Info Captured: Indicates whether the customer provided payment information during the session.
Is RWG Session: Indicates if the session is from Reserve with Google.
Campaign ID: Identifier of the marketing campaign associated with the session.
Job Status: Current status of the job created from the session
Landing Page URL: URL of the landing page where the session originated.
GCLID: Google Click Identifier for tracking campaign performance.
FBCLID: Facebook Click Identifier for tracking campaign performance.
MSCLKID: Microsoft Click Identifier for tracking campaign performance.
UTM Source: Traffic origin for the session.
UTM Medium: Marketing channel used.
UTM Campaign: Marketing campaign tied to the session.
UTM Adgroup: Ad group associated with the session.
UTM Term: Keyword associated with the session.
UTM Content: Specific link or ad variation used.
Google Analytics Client ID: Unique user ID from GA, not often captured by SP.
GBRAID: Google Business or campaign tracking identifier for the session.
WBRAID: Waze Business or campaign tracking identifier for the session.
Marketing Source: Type of traffic (Direct, Organic, Paid, Other) that brought the customer to book.
Session Outcome: Final result of the scheduling session.
ST Job ID: ServiceTitan job identifier associated with the session booking.
Revenue ($): Revenue generated from the booking associated with the session.
Zipcode Flag: Indicates whether the customer provided a ZIP code during the session.
Interacted Flag: Indicates whether the customer interacted with any part of the scheduler.
Issue Flag: Indicates whether any issue was reported or detected during the session.
Schedule Flag: Indicates whether the session reached the scheduling step.
Customer Flag: Indicates whether customer contact information was entered.
Details Flag: Indicates whether the customer provided job details or additional information.
Booked Flag: Indicates whether the session resulted in a completed booking.
Abandoned Flag: Indicates whether the session was abandoned before booking.
Trade: Type trade selected in the session.
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
Scheduler ID: Unique identifier for the specific online scheduler instance.
Scheduler Name: Unique identifier for the specific online scheduler instance.
Brand Name: Name of the brand under which the scheduler operates.
Tip: Hover over the name of the column to see a short description.
Run the Scheduling Pro report template
Click the From - To field to set date filters. You can:
Use the calendar to select a specific date range and click Apply.
Use the left menu to select a preset date range:
Today: From 12:00 AM to the current time
Yesterday: Previous day, from 12:00 AM to 11:59 PM
Last 7 Days: Previous seven days, including the current date
Last 14 Days: Previous 14 days, including the current date
Last 30 Days: Previous 30 days, including the current date
Month to Date: From the first of the current month to the current day
Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.
Last 90 Days: Previous 90 days, including the current date
This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
Quarter to Date: From the first day of the current quarter to the current day
Year to Date: From January 1 of the current year to the current day
Last 365 Days: Previous 365 days, including the current date
Last Year: January 1 - December 31 of the previous calendar year
(Optional) Select the Breakdown by Scheduler box to separate the data by schedulers.
When finished, click Run Report.
Tip: Click Edit Columns to add and remove columns. You can arrange report columns and apply filters for further customization.