Overview

This tutorial explains what the "booked events by employee" report is and how to use it.

How to View the Booked Events by Employee Report

Go to the Calendar component
Select the Reports tab
Click the Booked Events By Employee button

Report Summary

The booked events by employee report gives the following information.

Which events an employee booked
The invoices related with those events.
The clients that were booked for those events and whether or not the clients were new clients or existing clients

Please note that each table contains a summary at the bottom which is also included in the export to csv option

How StudioCloud Decides Which Employee Booked a Session, Event, or Appointment

When an event, session, or appointment is scheduled in StudioCloud the logged in employee that books the initial event, session, or appointment is automatically assigned to the event, session, or appointment.

You can view a list of which employees booked which session by adding the Created By and Created On columns to the agenda view.

How to Run the Report

Open The Booked Events By Employee report by using the instructions above
Select the desired time frame
If you want to see the results filtered based on a specific employee select that employee
Click the Load Events and Invoices button

What is the Booked Client Summary tab?

The Booked Client Summary tab provides a list of clients that were booked by the employee.

The Booked Employee column shows the name of the employee who booked the session.
The New Client column shows if the client is a new client.

A client is considered a new client if it was created on the same day as the event, session, or appointment.
A client is also considered a new client if they are created after the session was already booked.

The Existing Client column shows if the client is an existing client.

A client is considered an already existing client if the client was created on a day that is different from the session.

What is the Booked Event Summary tab?

The Booked Event Summary tab provides a list of events, sessions, or appointments that were booked by the employee.

The Booked Employee columns shows the name of the employee that booked the session.
The # of invoices shows the number of invoices associated with the session
The Total Sales column shows the total sales based on the invoice total.

Note: This show the invoice total and not the payments made on the invoice

The Outstanding Balance column shows the amount of money owed on the invoice

What is the Invoice Summary tab?

The Invoice Summary tab provides a list of all of the invoices associated with the events, sessions, or appointments that were booked by the employee.

The Total columns show the invoice total
The Payments column shows the total number of payments made on the invoice
The Balance column shows the outstanding payments due on the invoice

How to Export the Above Data to CSV Files

To export the data in the tables to a CSV file click on the Export menu option and select the desired export menu item.

Export Clients to CSV

This menu option exports all of the data in the client summary table to a CSV file including the summary at the bottom of the user summary table

Export Events to CSV

This menu option exports all of the data in the events summary table to a CSV file including the summary at the bottom of the event summary table

Export Invoices to CSV

This menu option export all of the data in the invoice summary table to a csv file including the summary at the bottom of the invoice summary table

"Booked Events By Employee" Report