Our Analytics export feature can build reports for past, present, or upcoming calendar sessions. You can use this feature to see applicant's missed sessions, future appointments by a certain Opening, or all past booked sessions.
Important Note: Prevent Excel from Incorrectly Altering your Data
When performing CSV exports in the product, Excel, Google Sheets, or other software programs may automatically convert the data provided to dates and/or numbers. This can potentially cause numbers that begin with 0 to be updated. For example, if a routing number is listed as 000234123, Excel may translate that number as 234123.
If there are values in your CSV that fit this criteria and may not be translated correctly, visit this resource for steps on preventing Excel from automatically altering your data.
Initiate Session Export
To generate an export of calendar data, follow the steps below.
Click on Analytics then Calendar Insignts in the left sidebar. Here you can see your calendar data organized by Booked Sessions, Available Slots, Upcoming Sessions by Opening, Session History by Opening, Booked Session Attendance by Hour and Day, and more!
Once you have adjusted any filters at the top and have found the data that you need, you can export the data by clicking the three dots in the top right corner of the Calendar Insights dashboard and clicking Download. On the next popup, choose CSV to generate the CSV file. You will also receive an email with a link to download.
Tip: Download Link
The CSV file download link is only valid for one week, so be sure to download the file before it expires.