Overview
The Scheduling Pro Performance report template is used to measure scheduling performance across multiple tenants. It provides key metrics such as total sessions, completed bookings, and conversion rates, allowing enterprise users to compare performance across brands.
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 tracks total sessions, completed bookings, and conversion rates across all tenants. This helps you measure overall scheduler performance at the enterprise level.
Run a report comparing average booking times and conversion rates by tenant. This helps you identify which locations or brands deliver faster and more efficient booking experiences.
Create a report that lists tenants with the highest number of abandoned sessions or scheduling issues. This helps you focus optimization efforts where performance gaps are most significant.
Scheduling Pro Performance report template
In your Enterprise Hub account, go to Rollup Reporting.
In the Reports screen, click Create Report.
In the New Report screen, select All or Other as a report type.
Select Scheduling Pro Performance Report as report template.
You can then select and customize the following columns to include in your report.
Total Sessions: Total number of scheduling sessions initiated by customers.
Opened Sessions: Number of sessions where the scheduler was opened by a customer.
Interacted Sessions: Number of sessions where the customer interacted with at least one scheduling step.
Booked Sessions: Number of sessions that resulted in a completed booking.
Scheduler Completion Rate (%): Percentage of total sessions that resulted in a completed booking.
Opened Completion Rate (%): Percentage of opened sessions that resulted in a completed booking.
Total Customer Contacts Captured: Number of customer contact details submitted through the scheduler.
Total Jobs Created Directly: Number of jobs created directly from completed bookings through the scheduler.
Total Booking Created Directly: Number of bookings created directly by customers through the scheduler.
Total Membership Interest: Number of sessions where customers expressed interest in a membership offering.
Total Abandoned Sessions Sent To Bookings: Number of abandoned sessions that were sent to the booking workflow for follow-up.
Total Abandoned Sessions Sent To Leads: Number of abandoned sessions that were sent to the leads workflow for follow-up.
Total Bookings Recovered From Abandoned Sessions: Number of bookings successfully recovered from previously abandoned sessions.
Total Jobs Recovered From Abandoned Sessions: Number of jobs successfully recovered from previously abandoned sessions.
Total Jobs Created From Bookings: Number of jobs created from completed bookings.
Total Jobs Created From Abandoned Workflow: Number of jobs created through the abandoned session recovery workflow.
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: Unique identifier for the specific online scheduler instance.
Tip: Hover over the name of the column to see a short description.
Create the Scheduling Pro Performance report in Enterprise Hub
After selecting the proper report template and the columns you want to include, click Next to create the report.
Enter the report details in the Set Details screen and click Next.
Name
Category
(Optional) Description
Select the members that can have access to this report from the Members & Access screen and click Save.
Run the Scheduling Pro Performance report template
After creating the report, let’s see how you can run it.
In the Network/ Tenant dropdown, select the networks or individual tenant you want to run data for.
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.
Note: You can use the Run History button to see the recent run of the report.
Tip: Click Edit Columns to add and remove columns. You can arrange report columns and apply filters for further customization.