Employee Report: Booking Productivity

The Booking Productivity report gives you an insight into the types of services requested by your guests by calling your front office or call center.

The details of the report include the number of appointments booked by each of your employees, the number of guests who made these appointments, and the value of the appointments. 

Important Notes

This report:

  • Includes only closed invoices.
  • Includes both primary center employees and deputed employees who have worked in the selected center in the given time period; it doesn't include primary center employees who were deputed to other centers during the period.
  • Includes employees who book the appointments (such as receptionists) and not the employees who service them (such as therapists).

Table of Contents

Navigation

Follow these steps to run the report:

  1. Make sure you have selected the center for which you want to run the report. 

  2. On the Main menu, click the Reports tab.

  3. On the Reports Dashboard, click Employee > Sales (from filter).

  4. From the list of reports, click Booking Productivity. The report opens in a new tab.

  5. Make your selections in the Filter Criteria and click Refresh.
    The report opens.

  6. To export the report, on the top right side of the report, click the Excel ()  or .CSV icons (). 

Filter Criteria

Criteria Options Description
Center This Center,
All Centers

This Center (selected by default) displays the appointment details related to the center you are in.
Select All Centers to view appointment details of all centers that you have permission to view.

Time Period Today,
Last 7 days,
Last 14 days,
1 Month,
2 Months,
3 Months,
6 Months,
Custom
Based on your requirement, from the drop-down list, select either today, last 7 or 14 days1, 2, 3, or 6 months.
You can alternatively choose Custom from the list and specify custom dates.
Note: For custom dates, you can view data for a maximum date range of 6 months at a time.
Example: If you wish to see data from January to August, first view data from January to June and then view data from July to August. 

 

Column Descriptions

Column Description
Code The unique identifier of the employee taking the calls and creating the appointments.
Employee The name of the employee taking the calls and creating the appointments. 
Clicking an Employee name opens the Employee Details.
# Of Appointments The number of appointments created by the employee.
Clicking a number opens the Appointment Details report with details of all the appointments created by the employee in the selected time period.
# Of Guests The number of guests who made these appointments.
Note: A guest can make more than one appointment. Hence it's not necessary for the # Of Appointments and # Of Guests fields to match.
Value of Appointments Displays the value (Net Price) of these booked appointments.
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