Calendar Utilization Report

Modified on Mon, 3 Feb at 11:51 AM

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

Things to know:

If the hidden setting "Enter Clocked Hours Manually instead of Clocking In/Out." 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.

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 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 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