Scheduling Pro Daily Appointments report template

  • Updated on Apr 25, 2026
  • Published on Feb 24, 2026
  • 3 minute(s) read
Prev Next

Overview

The Scheduling Pro Daily Appointments report provides an overview of all appointments booked through Scheduling Pro for a given day. This report helps you monitor daily scheduling activity, identify booking patterns, and track appointment volume across different dates or locations.

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 appointments booked through Scheduling Pro for the current day. This helps you monitor daily scheduling activity, track appointment volume, and quickly identify the busiest booking periods.

  • Run a report that shows appointments by scheduler, filtered for a specific date range. This helps you compare booking performance across different schedulers and identify which schedulers drive the most appointments.

  • Create a report that lists appointments by trade and brand name, including the technician assigned to each appointment. This helps you analyze booking distribution across trades and brands, track technician workload, and identify trends in customer demand.

Create a Scheduling Pro Daily Appointments report

  1. Go to the top toolbar and click Reports > All Reports.

  2. Click Create Report.
    User navigates to the Reports section and clicks on Create Report button.

  3. In the New Report screen, select All or Other as a report type.

  4. Select Scheduling Pro Daily 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.

  • 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: Hover over the name of the column to see a short description.

Run the Scheduling Pro report templates

  1. 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.

    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

  2. (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.

  3. 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.

Want to learn more?

Related articles