Booxi's metric reports provide useful data to track and measure your business performance. This article explains what metric reports exist, the data contained therein, and how to export them.
How to export a metric report
To export a metric report, follow these steps:
Navigate to the "Calendar" tab
Click the options button [⋮] in the top right corner of the screen
Select the Metric Report
Set a date range
Select the metric of your choice
Click Export
Once the report download is complete, open the file in a program that can support CSV files (e.g. Excel, Google Sheets, Numbers, etc.)
Metric reports
Here are the different metric reports Booxi supports:
Appointment Status
This report shows the amount of appointments per date, for each of the following statuses: Approved, Client arrived, Completed, Staff Cancelled, Client Cancelled and No-Show. The status cells reflect the sum of all relevant appointments for the given date. For more information on appointment statuses, click here.
For appointments that span 2 days (e.g. overnight), the appointment counts towards to the date it started on.
Event Date
Store Number
Confirmed Appointment (i.e. Approved)
Client Arrived Appointment
Completed Appointment
Staff Canceled Appointment
Client Canceled Appointment
No Show Appointment
Total Bookings
Appointment Booking Source
This reports shows the number of appointments booked online vs offline.
Event Date
Store Number
Booked Online
Appointments created by the client while booking online.
Booked Offline
Appointments created by a Booxi user on behalf of a client.
Total Bookings
Appointment Occupancy Rates
This report gives you insight into the daily efficiency of your business by comparing your Operation Hours, Scheduled Hours, Booked Hours and Serviced Hours.
Event Date
Store Number
Operation Hours
Number of hours that your store is opened, based on business open hours
Scheduled Hours
Sum of all personnel available hours, based on staff work schedule and available time slots (created from the staff's calendar)
Booked Hours
Sum of appointment hours booked
Serviced Hours
Sum of appointment hours whose status is either "Approved" or "Completed"
Total Bookings
Sum of all bookings
Appointment Resource Occupancy
This report allows you to analyze how much your resources (such as rooms and equipment) are being used during a given date range. A row is generated for each resource for each date within the chosen date range.
Event Date
Store Number
Resource ID
Resource Name
Operation Hours
Number of hours that your store is opened, based on business open hours
Scheduled Hours
Sum of all resource available hours, based on resource availability schedule
Booked Hours
Sum of appointments hours booked that include the relevant resource
Serviced Hours
Sum of appointment hours (which include the relevant resource) whose status is either "Approved" or "Completed"
Total Bookings
Appointment Personnel Usage
This report gives you insight into the efficient usage of your personnel. A row is generated for each staff member for each date within the chosen date range.
Event Date
Store Number
Staff ID
Staff Name
Operation Hours
Number of hours that your store is opened, based on business open hours
Scheduled Hours
Number of available hours, based on staff work schedule and available time slots (created from the staff's calendar)
Booked Hours
Sum of appointment hours booked
Serviced Hours
Sum of appointment hours whose status is either "Approved" or "Completed"
Busy Time Slot Hours
Sum of busy time slot hours (created from the staff's calendar)
Total Bookings
Appointment Service Booking
This report gives insight into your services. A row is generated for each service for each date within the chosen date range.
Event Date
Store Number
Service ID
Service Name
Booked Hours
Sum of appointment hours booked
Serviced Hours
Sum of appointment hours whose status is either "Approved" or "Completed"
Currency
Subtotal
Revenue Booked (tax excl)
Revenue from booked appointments, excluding tax
Total Revenue Booked (tax incl)
Revenue from booked appointments, including tax
Subtotal Revenue Serviced (tax excl)
Revenue of appointments whose status is either "Approved" or "Completed", excluding tax
Total Revenue Serviced (tax incl)
Revenue of appointments whose status is either "Approved" or "Completed", including tax
Booked Online
Appointments created by the client while booking online.
Booked Offline
Appointments created by a Booxi user on behalf of a client.
Total Bookings
Sum of all bookings
Event Group Booking
This report gives insight into group event reservations; the size of the event, the number of distinct reservations, the number of clients who actually attended, associated revenue, etc. A row is generated for every group event.
Event Date
Store Number
Event Id
Event Name
Event Time
Nb Reservation
Number of distinct reservations in the group event
Nb Attendee
Number of attendees in the group event
Capacity
Number of attendees the group is configured to accept.
PC Booked
Attendance rate (Number of attendees/Capacity)
Nb Present
Number of attendees in the group event whose client presence is set to "arrived"
Currency
Subtotal Revenue (tax excl)
Total Revenue (tax incl)