Things to know:
- If the "Enter Clocked Hours Manually instead of Clocking In/Out." hidden setting is enabled, worked hours will be added to the resource filter. The report will track changes made using the "Record Work Hours" button on the scheduler.
- The Productivity tab will display data from this report. However, the Calendar Utilization chart doesn’t include resources, it only displays staff members. To replicate the chart's results in the report, merchants must choose “No Resources.”
- Only staff members with service provider roles will be displayed in this report.
To access this report:
- Navigate to Dashboard
- Select the Reports tab
- 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.
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 took place
|
| 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 minus blocked time. Blockages created on the schedule are excluded |
| Bookings Per Time Slot | The total number of appointments the staff member can take at once |
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