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.
Only appointments that have been dispatched/scheduled are considered in this report.
Appointments that span 2 days (e.g. overnight) count towards their scheduled start date. For example, an appointment was scheduled for Jan 1, and ended January 2; this appointment counts towards Jan 1.
Event Date
The appointment's scheduled start date.
Store Number
Optional field that can be used to identify stores; can be found in the Head Office > My Stores > Store details.
Confirmed Appointment
Number of appointments with status "Approved".
Client Arrived Appointment
Number of appointments with status "Client has arrived".
Completed Appointment
Number of appointments with status "Completed".
Staff Canceled Appointment
Number of appointments with status "Cancelled by personnel".
Client Canceled Appointment
Number of appointments with status "Cancelled by client".
No Show Appointment
Number of appointments with status "No show".
Total Bookings
Total number of appointments that start on the chosen date.
Appointment Booking Source
This report shows the number of appointments booked online vs offline.
Event Date
The appointment's scheduled start date.
Store Number
Optional field that can be used to identify stores; can be found in the Head Office > My Stores > Store details.
Booked Online
Number of appointments created via the booking widget.
Booked Offline
Number of appointments created by a Booxi user on behalf of a client (i.e. manually, in the Back Office).
Total Bookings
Total number of appointments that start on the chosen date.
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
The appointment's scheduled start date.
Store Number
Optional field that can be used to identify stores; can be found in the Head Office > My Stores > Store details.
Operation Hours
Number of hours that your store is open, based on business open hours ("My Business" > Open hours).
Scheduled Hours
Number of available hours of all personnel on the chosen date, based on staff work schedule and available time slots outside of their work schedule (created from the staff's calendar).
Busy time slots and group availability time slots occurring during the staff member's available hours (based on the staff's weekly work schedule) are deducted from the total value.
*Note: this column only considers personnel that are assigned at least one service of type "Appointment".
Booked Hours
Hour total from all booked appointments on the chosen date; appointments with status "Cancelled by client" or "Cancelled by staff" are ignored.
*Note: spacing of type "Busy" is considered in the total value.
Serviced Hours
Hour total from all appointments with status "Approved", "Client has arrived" or "Completed"
Total Bookings
The total number of appointments on the chosen date.
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
The appointment's scheduled start date.
*Note: only appointments that are assigned the given resource are considered.
Store Number
Optional field that can be used to identify stores; can be found in the Head Office > My Stores > Store details.
Resource ID
The resource's ID: can be found in the "Resources" tab > Resource details.
Resource Name
Operation Hours
Number of hours that your store is open, based on business open hours ("My Business" > Open hours).
Scheduled Hours
Number of hours the resource is available on the chosen date, based on the resource's availability schedule (see "Resources" > Availability schedule) and available time slots created outside the availability schedule.
Busy time slots occurring during the resource's available hours (based on its availability schedule) are deducted from the total value.
Booked Hours
Hour total from all booked appointments that are assigned the resource on the chosen date; appointments with status "Cancelled by client" or "Cancelled by staff" are ignored.
*Note: Spacing of type "Busy" is considered in the total value.
Serviced Hours
Hour total from all appointments that are assigned the resource, with status "Approved", "Client has arrived" or "Completed"
Total Bookings
The total number of appointments on the chosen date that are assigned the given resource.
Appointment Personnel Usage
This report gives you insight into the efficient use of your personnel. A row is generated for each staff member for each date within the chosen date range.
Event Date
The appointment's scheduled start date.
Store Number
Optional field that can be used to identify stores; can be found in the Head Office > My Stores > Store details.
Staff ID
The staff member's ID: can be found in the "Personnel" tab > Personnel details.
Staff Name
Operation Hours
Number of hours that your store is open, based on business open hours ("My Business" > Open hours).
Scheduled Hours
Total available hours for the chosen staff member on the chosen date, based on their work schedule and available time slots outside of their work schedule (created from their calendar).
Busy time slots and group availability time slots occurring during the staff member's available hours (based on the staff's weekly work schedule) are deducted from the total value.
*Note: this column only considers personnel of type "Personnel with calendar"
Booked Hours
Hour total from all booked appointments for the chosen staff member on the chosen date; appointments with status "Cancelled by client" or "Cancelled by staff" are ignored.
*Note: spacing of type "Busy" is considered in the total value.
Serviced Hours
Hour total from all appointments for the chosen staff member on the chosen date with status "Approved", "Client has arrived" or "Completed".
Busy Time Slot Hours
Hour total from all busy time slots (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
The appointment's scheduled start date.
Store Number
Optional field that can be used to identify stores; can be found in the Head Office > My Stores > Store details.
Service ID
The service's ID: can be found in the "Services" tab > Service details.
Service Name
Booked Hours
Hour total from all booked appointments for the chosen service on the chosen date; appointments with status "Cancelled by client" or "Cancelled by staff" are ignored.
*Note: spacing of type "Busy" is considered in the total value.
Serviced Hours
Hour total from all appointments of the chosen service on the chosen date with status "Approved", "Client has arrived" or "Completed".
Currency
Subtotal
Revenue Booked (tax excl):
Revenue from booked appointments (excluding tax) using this service; appointments with status "Cancelled by client" or "Cancelled by staff" are ignored.
Total Revenue Booked (tax incl)
Revenue from booked appointments (including tax) using this service; appointments with status "Cancelled by client" or "Cancelled by staff" are ignored.
Subtotal Revenue Serviced (tax excl)
Revenue from serviced appointments (excluding tax) using this service, with status "Approved", "Client has arrived" or "Completed".
Total Revenue Serviced (tax incl)
Revenue from serviced appointments (including tax) using this service, with status "Approved", "Client has arrived" or "Completed".
Booked Online
Number of appointments for this service, created via the booking widget.
*Note: An appointment that offers the same service twice is only counted as 1 booking.
Booked Offline
Number of appointments for this service, created by a Booxi user on behalf of a client (i.e. manually, in the Back Office).
*Note: An appointment that offers the same service twice is only counted as 1 booking.
Total Bookings
Total number of appointments.
*Note: An appointment that offers the same service twice is only counted as 1 booking.
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
The event's scheduled start date.
Store Number
Optional field that can be used to identify stores; can be found in the Head Office > My Stores > Store details.
Event ID
The event's ID: can be found in the "Services" tab > Service details.
Event Name
Event Time
The date/time of the event, expressed in the store's timezone.
Nb Reservation
Number of distinct reservations in the chosen group event. Cancelled reservations are ignored.
Nb Attendee
Number of attendees in the group event.
Cancelled reservations are ignored; attendees that have been removed/archived are ignored.
Capacity
Number of attendees the event is configured to accept.
PC Booked
Attendance rate ({Number of attendees} divided by {Capacity}).
Nb Present
Number of attendees in the event whose client presence is set to "Arrived".
Cancelled reservations are ignored, and attendees that have been removed/archived are ignored.
Currency
Subtotal Revenue (tax excl)
Revenue from reservations (excluding tax) for this event; cancelled reservations are ignored.
Total Revenue (tax incl)
Revenue from reservations (including tax) for this event; cancelled reservations are ignored.