User reports [Classic]

OnceHub reports cover all booking activity. Reports can be generated based on different dimensions: by Customer, by Booking page, by Event type, by Master page, and by User. User reports are used for multi-user accounts to show multiple system Users and their booking activity.

In this article, you’ll learn about User reports. Access your User reports by going to Booking Pages in the lefthand menu -> Reports -> User Reports.

<script id="snippet-prepend">
$(function(){

  /*disable in widget*/
  if($('.w-documentation-article').length === 0){

     var ToC =
  "&lt;nav role='navigation' class='table-of-contents toc-top'><h4>In this article:" + "<ul>";
     var el,     title, link, header;
      //Define the heading levels you want to use in ascending order. Can add extra or remove unneeded.
     $(".hg-article-body h1, .hg-article-body h2, .hg-article-body h3, .hg-article-body h4").each(function() &#123;
              el = $(this);
              title = el.text();
                 if(title != '')&#123;
                anchorTitle = el.text().replace(/([~!@#$%^&*()_+=`&#123;&#125;\[\]\|\\:;'&lt;>,.\/\? ])+/g, '-').toLowerCase();
                link = "#" + anchorTitle;
                //Set all headers to a 0-nesting level.
                header = 'header-nesting-0';
                //Adjust header-nesting layers so that they point to the correct html tag. header-nesting-1 should match the second .hg-article-body h# listed above; header-nesting-2 should match the third, etc.
                if($(this).is('h2'))&#123;
                    header = 'header-nesting-1';
                &#125;else if($(this).is('h3'))&#123;
                    header = 'header-nesting-2'
                &#125;
                el.html('<a id="'+anchorTitle+'" class="toc-anchor">' + el.html());
                newLine =
      "<li class='"+header+"'>" +
        "<a class='article-anchor' href='" + link + "'>" +
          title +
        "" +
      "";


                ToC += newLine;
              &#125;
              &#125;);
     ToC +=
   "" +
  "";
    $("#snippet-prepend").before(ToC);
  &#125;
&#125;);

&lt;/script>

<style>
/* CSS to style the TOC as it displays and the auto-created anchors
.toc-top styles the box for the TOC; adjust styles here to tweak look and feel */

.toc-top {
  background-color: #FAFAFA; /* set to #fff or delete entirely for no background */
  border: 1px solid #C8C8C8; /* adjust the color hex here to change border color */
  box-shadow: 0 1px 1px rgba(0, 0, 0, 0.05) inset;
  margin-top: 24px;
  margin-bottom: 36px;
  min-height: 20px;
  padding: 13px 20px;
  max-width: 75%;
}
.toc-top h4 {
  font-size: 18px;
  line-height: 26px;
  margin: 0 0 8px;
  font-weight: 400;
}
.toc-top ul {
  padding: 0 0 0 15px !important;
  margin-bottom: 0;
}
.toc-top > ul {
  margin-bottom: 13px!important;
}
.toc-anchor {
  display: block;
  height: 90px;
  margin-top: -90px;
  visibility: hidden;
}

/* Set the indentation for the nesting levels. May need to be edited to match changes above. Increase or decrease the margin-left to get your desired level of indentation. */
.header-nesting-1 {
    margin-left: 14px;
}
.header-nesting-1:before {
  background-image: url(https://dyzz9obi78pm5.cloudfront.net/app/image/id/5d31bcc88e121c9b25ba22c4/n/bulletv2.svg)!important;
}
.header-nesting-2 {
    margin-left: 28px;
}
.header-nesting-2:before {
  background-image: url(https://dyzz9obi78pm5.cloudfront.net/app/image/id/5d31be536e121cf22b0cc6ae/n/bulletv3.svg)!important;
}
</style>

User summary report

User reports help you understand booking activity by User. For each User, you can see how many bookings have been Requested, Scheduled, Rescheduled, Completed, Canceled, or set to No-Show. This gives you insight into overall booking activity and how it is divided between the different Users.

Users are grouped by their User name and email address. The User name and email address of the User are those set in the Personal details section of the User’s profile. A OnceHub Administrator can also see these details for each User in the Users section of their OnceHub Account. Learn more about User management

An activity will display for a given User if the User was the Owner of the Booking page at the time that the booking was created. If the Booking page is assigned to a different User at some stage in the future, the activity will still belong to the original User.

By default, Users in the summary report are sorted by All activities, meaning the User with the highest number of activities will be at the top of the list. To change how the report is sorted, click any of the column headers.

NoteIf you move an activity to the Trash, it will be included in reports until deleted. The activity will display as being (In Trash). After they are permanently deleted, any fields related to this deleted activity will not show up in reports. Learn more

Deleting activities is a new feature being rolled out gradually. If you do not see this option in your Activity stream and it’s necessary for your account management, please contact us and we’d be happy to turn it on for you.

If a User is deleted, the User’s activities are automatically assigned to the Administrator that deleted the User and the activities will then show under that Administrator.

User detail report

To view a detailed report of the booking activity for a specific User, click on the User in the User column. Here, you can see a complete booking log for the specific User. The User can be the Owner of multiple Booking pages.

A User detail report may be useful as an agenda report so that the User can see all of their bookings.

By default, the bookings are sorted by Meeting date and time. To change how the report is sorted, click any of the column headers.

NoteTo customize the display columns in the detail report, click the Display columns button. Learn more about Detail report columns

Exporting a User report

You can export a User report as an Excel, CSV, or PDF file. To export a report, click on the Excel, CSV or PDF button in the top right corner of the report page (Figure 1).

Figure 1: Export report buttons