Account reports
OnceHub Account reports and Revenue reports can be used to see a global view of all account activity and all revenue details.
In this article, you’ll learn about Account reports. Access your Account reports by going to Setup -> OnceHub setup -> Hover over the left sidebar -> Reports -> Account reports.
Account detail reports
Section titled “Account detail reports”Account reports show all OnceHub booking activity across your account. These reports are a useful way to measure business performance.
The Account report is only available as a Detail report. You can see the total number of activities in account that have been Scheduled, Rescheduled, Completed, Canceled, or set to No-Show at the top of the Account report page.
By default, activities in the Account report are sorted by Meeting date and time in Owner’s time zone, meaning the activity with the earliest Meeting time will be at the top of the list. To change how the report is sorted, click any of the column headers.
Exporting Account reports
Section titled “Exporting Account reports”You can export an Account 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