Customer reports
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.
In this article, you’ll learn about Customer reports. Access your Customer reports by going to Setup -> OnceHub setup -> Hover over the left sidebar -> Reports -> Customer reports.
Customer summary report
Section titled “Customer summary report”Customer reports help you understand booking activity by Customer. For each Customer, you can see how many bookings have been Scheduled, Rescheduled, Completed, Canceled, or set to No-Show. This gives you insight into how many bookings and cancellations took place during a period of time.
Customers are grouped by their email address and name. If the Customer uses different names with the same email address, each email-name combination will be displayed separately.
By default, Customers in the summary report are sorted by All activities, meaning the Customer 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.
Customer detail report
Section titled “Customer detail report”To view a detailed report of the booking activity for a specific Customer, click on the Customer in the Customer column. Here, you can see a complete booking log for the specific Customer.
A Customer detail report may be useful for billing purposes, or to provide a schedule report to a Customer when they need to meet multiple providers.
By default, the bookings are sorted by Meeting date and time. To change how the report is sorted, click any of the column headers.
Exporting a Customer report
Section titled “Exporting a Customer report”You can export a Customer 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