Web Booking Summary Report GuideLast updated on 03/22/2022
This report will show you the performance of your web bookings. The report will pull in data directly from your web booking sources (the web scheduler, HomeAdvisor etc). This report includes jobs booked, jobs completed, job average, conversion rate, and more.
Common uses for this report:
Use this report to see booking metrics for existing web campaigns.
Use this report to see how much revenue is being generated from online leads.
How to find this report:
Click Reports > Search Web Booking Summary > Click the report name. Then you will be able to set filters and run the report.
Report filters
Business Unit
Filter by the business unit of the job booked from the web booking. This report can be run by a single business unit or all business units.
Date Range
Filter by date range. Use the From and To fields to set a custom date range. Date range corresponds to the date the web booking was created. In other words, the date the booking appeared on the Call Booking screen.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
Explanation of report totals
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.