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Calendar Utilization Report

This report shows the percentage of available time slots a staff member or resource was booked or available. 

To access this report:

  1. Navigate to Dashboard
  2. Select the Reports tab
  3. Under the Staff section, select the Calendar Utilization report

When the report loads, you can filter by a specific location, staff, resource, and date. You can choose to view utilization by date or location.

If the By Location button is used at the top of the report, you will be able to easily compare metrics across locations and location groupings to see which locations are doing better or worse on that dimension. 

Below the By Location button, you have the option to download the report as a CSV, PDF, or print version.                                                                                           11185093-8665c18de5acce72bb5a7ec3bdb17f36__1___1_.png

Once you have selected your filters, click on the UPDATE button to generate the desired data.


Report Filters

Filter Description
Location The location where the appointments were scheduled
Staff The staff member who performed the service during the date range and location selected.
Resource Resources used during the date range and at the location selected
Date This range will determine the appointments that were booked during the date range selected.

Report Columns

Column Description
Staff / Resource Displays the name of the staff member or resource.
Location (Only displayed when filtered 'By Location) Displays the location selected in the location filter
Appointments The total number of appointments scheduled for each staff member
Booked % Total percentage of hours booked. Hours Worked / (Hours Available * bookings per time slot) * 100
Unbooked % Total percentage of hours unbooked.  Hours Unbooked / (Hours Available * bookings per time slot) * 100
Hours Available  Total scheduled hours for each staff member/resource. Blocked time is not included
Bookings Per Time Slot The total number of appointments the staff member can take at once
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