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Booked Events By Employee

Overview

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

How to View the Booked Events By Employee report

  1. Go to the Calendar component
  2. Select the Reports tab
  3. 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

  1. Open The Booked Events By Employee report by using the instructions above
  2. Select the desired time frame
  3. If you want to see the results filtered based on a specific employee select that employee
  4. 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 columns shows the name of the employee that 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 shows 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 export 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 export 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