Overview
You can report on four months of data from your Bookings calendar and place this in a TSV file. This TSV file includes any four month period you choose with in the year.
This data includes the customer activity around your Bookings calendar and the TSV file are tab delimited value files and can be read using Excel.
Procedures
This TSV file includes the following fields:
- Date & Time
- Customer Name
- Customer Email
- Customer Phone
- Customer Address
- Staff
- Service
- Location
- Duration (minutes)
- Event Type
- Pricing Type Default pricing type set for a service when creating the service.
- Price Price corresponding to the pricing type chosen.
- Currency Currency type set for a business.
- Cc Attendees The recipients who will be receiving the email notifications for a booking. This can be specified from the Teams app when creating a booking.
- Signed Up Attendees Count How many customers booked a group booking service.
- Text Notifications Enabled Whether customers can receive SMS text-related notifications.
- Custom Fields All the questions and answers related to a single booking are combined in this field.
- Booking ID This is helpful to identify the same bookings of a group service.
- Tracking data Track the metrics for the campaign IDs you're using in your marketing campaigns.
Creating the Four months of Booking activity report
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From the Bookings page, open a Bookings calendar.
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Click Export located in the upper right of the new bookings toolbar.
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On the Export recent data page, select your date range and the click Export.
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The TSV file shows in in the bottom toolbar.
- Open Excel and then browse and open this file under "downloads"
The Text Import Wizard window opens.
[Text Import Wizard window showing Step 1 determining the data type as delimited, which is spaced using a comma or tab]
6. Click Next twice and then choose Finish.
The downloaded report appears as a new workbook in Excel.
[MS Bookings report fields with data]
7. Save this file as an excel file.
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