Understand Session Data Fields in Performance Exports

Overview

Understand the session export data fields in Scheduling Pro with this quick guide. Each data field is clearly explained to help you analyze the performance data when exporting session details for your scheduler.

Who uses this feature

Administrators, managers, and office employees
Primarily benefits Residential Service and Replacement business types

Feature configuration

Account configuration is required to use this feature. Please contact Technical Support for details.
To get started with Scheduling Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager.

Understand Session Data Fields in Performance Exports

To export the data fields:

Open the Action menuon the Scheduler card.
Click Performance.
Select a date range from the fly out.
Click Apply.
From the flyout, click Export.

After exporting, you'll receive an Excel file with a list of data fields. Review the data fields and their descriptions below to better understand key performance metrics.

See below for an example of how the data fields appear in the exported Excel file.

Spreadsheet displaying session details including IDs, timestamps, and job categories.

Data Fields Explained

See the table below to learn more about the data fields.

Note: Use the Find command (Ctrl or Command + F) to quickly find data fields.

Data Field	Description
Session ID	Unique ID for the scheduler session.
Created At	When the scheduler session was created.
Updated At	Last time session data was updated.
Last Checkin At	Last time the session was resumed.
Status	Abandoned: The scheduler session ends before completion. Active: The session is in progress. Completed: A job is booked from the session. Resumed: The user continues an active session that was previously abandoned.
Job ID	Customer responses to questions.
Job Created At	When the job was created.
Booking ID	ID for a booking request created from the session.
Booking Created At	When the booking was created.
Timeslot Start	Start time of the selected session.
Timeslot End	End time of the selected session.
Category	Selected trade or category.
Job Type ID	ID for the job type created from the session.
Business Unit ID	ID for the business unit associated with the job.
Address City	Customer city.
Address State	Customer state.
Address Zip	Customer zip or postal code.
Address Country	Customer country.
Location ID	Location ID returned from ServiceTitan, if applicable.
Location Is New	Whether location is new or returned from lookup.
Customer Is New	Whether customer is new or returned from lookup.
Customer ID	Customer ID returned from ServiceTitan, if applicable.
Customer First Name	Customer name.
Customer Last Name	Customer name.
Customer Email	Customer email address, if captured during booking.
Customer Phone	Customer phone number.
Zone ID	ID for the zone associated with the job.
Issues	Customer responses to questions.
Additional Details	Extra information provided by the customer.
Attachments	File names of attached images, documents, or media.
Is RWG session	Shows if the session is from Reserve with Google.
Campaign	Campaign specified in the URL.
Booked From	Shows the source of the booking.
Sourced from Marketing Pro	Shows if the lead source data comes from Marketing Pro's script.
Facebook Click ID	fbclid in the URL.
Google Click ID	gclid in the URL.
Google Analytics Client ID	Unique user ID from GA, not often captured by SP.
Landing Page URL	Page where the scheduler session happens.
Microsoft Click ID	msclkid in the URL.
Referrer URL	Page the user came from.
UTM Ad Group	Ad group associated with the session.
UTM Campaign	Marketing campaign tied to the session.
UTM Content	Specific link or ad variation used.
UTM Medium	Marketing channel used.
UTM Source	Traffic origin for the session.
UTM Term	Keyword associated with the session.
IP Address	Customer network location.
Browser Name	Web browser used.
Device Type	Device type used.
OS Name	Device operating system.
Active Completion Rate	Ratio of bookings to active sessions, showing how often engaged users book.
Marketing Source	Type of traffic (Direct, Organic, Paid, Other) that brought the customer to book.
Takeover	Shows if the booking switched locations due to a mismatch between customer and site.
Dispatch Fee Quoted	Dispatch fee amount shown to the customer at the time of booking.
Opt-ins	Customer’s response to transactional and marketing communication prompts.
Google Business Profile	Name of the Google Business Profile clicked for Reserve with Google bookings.

Want to learn more?

See Scheduling Pro