Complete list of Detail report columns

More than 30 System fields and all Custom fields from the Fields library can be added to any detail report. Below is a list of all System fields that can be added to detail reports by clicking the Display columns button:

Booking data

  • Meeting date and time in Customer's time zone: The booking date and time of a scheduled meeting in the customer’s time zone. The field returns the meeting date, start time and end time. E.g. Monday Jan 6, 2014, 11:30 AM - 12:00 PM
  • Meeting date and time in Owner's time zone: The booking date and time of a scheduled meeting in the owner’s time zone. The field returns the meeting date, start time and end time. E.g. Monday Jan 6, 2014, 11:30 AM - 12:00 PM
  • Starting date and time in Customer's time zone: The start date and time of a scheduled meeting in the customer’s time zone. The field returns the meeting date, start time. E.g. Monday Jan 6, 2014 at 11:30 AM
  • Starting date and time in Owner's time zone: The start date and time of a scheduled meeting in the owner's time zone. The field returns the meeting date, start time. E.g. Monday Jan 6, 2014 at 11:30 AM
  • Duration: The meeting duration (in hours or minutes). E.g.  15 min or 3 hrs
  • Subject/Event type: The subject of the meeting. This field can show the subject set by the Owner or by the Customer. E.g. demo. If Event types are used, the name of the Event type is the subject.
  • Status: The status of the activity. This field shows the following states: Requested, Scheduled, Rescheduled, Completed, No-show or Canceled.
  • Last updated: The date and time of the last change made to the activity. For example, it can display the date and time when the booking was approved. E.g. Wednesday Jan 1, 2014 at 10:33 PM
  • Virtual or Physical location: The Meeting location information set for the meeting. It can display virtual conferencing information, face to face location information, or it can remain empty.
  • Zoom, GoToMeeting, or WebEx link: The Zoom, GoToMeeting, or WebEx link used for connecting to the virtual meeting
  • Booking calendar: The main booking calendar in which the booking was created.
  • Additional booking calendar: The additional calendars in which the booking is created.
  • Number of sessions: The number of sessions in a Session package that were scheduled or canceled by Customer or User.
  • Creation date and time in UTC: The date and time when the activity was first created in UTC. E.g. Sun Jan 5, 2014 at 05:06 AM
  • Tracking ID:  A unique ID automatically assigned to every ScheduleOnce booking.
  • Package ID: A unique ID automatically assigned to every ScheduleOnce Session package.
  • Booking mode: The booking mode selected for the meeting. This field shows Automatic booking or Booking with approval.

Customer data

  • Customer name: The name provided by the Customer in the Booking form when booking online.
  • Customer email: The email address provided by the Customer in the Booking form when booking online.
  • Customer company: The company name provided by the Customer in the Booking form when booking online.
  • Customer phone: The phone number provided by the Customer in the Booking form when booking online.
  • Customer mobile phone: The mobile phone number provided by the Customer in the Booking form when booking online.
  • Customer note: The note provided by the Customer in the Booking form when booking online.
  • Customer time zone: The time zone selected by the Customer at the time of the booking.

Booking page data

  • Booking page name: The Customer-facing name of the Booking page used to make the booking.
  • Booking page label: The internal name of the Booking page used to make the booking.
  • Booking page link: The URL of the Booking page used to make the booking.
  • Booking page time zone: The Booking page time zone as defined in the Overview section of your Booking page.
  • Booking page Owner: Displays the Booking page Owner name. To edit this name, click your profile image or initials, and select My profile -> Personal settings.
  • Editors: This field lists the Editors assigned to the Booking page. Each Editor name can be edited in the Editor’s account by clicking on his profile image or initials, and selecting My profile -> Personal settings.
  • Booking page category: The Category to which the Booking page has been assigned.
  • Master page name: The Customer-facing name of the Master page used to make the booking.
  • Master page label: The internal name of the Master page used to make the booking.
  • Master page link: The URL of the Master page used to make the booking.

Event type data

  • Event type name: The name of the Event type selected by the Customer.
  • Event type description: The description of the Event type selected by the Customer. 
  • Event type price: The price of the Event type selected by the Customer.
  • Event type category: The Category that the Event type belongs to.
  • Event type currency: The currency in which the Event type price is set in the Payment & Cancel/reschedule settings. When using Payment integration, it is the currency used when payment is collected via ScheduleOnce.

Cancel/reschedule data

  • Name of User who canceled/rescheduled: The name of the User who performed the cancellation or reschedule action.
  • Name of Customer who canceled/rescheduled: The name of the Customer who performed the cancellation or reschedule action.
  • Cancel/reschedule reason: The reason given for canceling or rescheduling a meeting.

CRM data

  • Infusionsoft Contact: A link to the Infusionsoft Contact of the Customer who made the booking.
  • Salesforce Lead: A link to the Salesforce Lead record of the Customer who made the booking.
  • Salesforce Contact: A link to the Salesforce Contact record of the Customer who made the booking.
  • Salesforce Case: A link to the Salesforce Case record of the Customer who made the booking.
  • Salesforce Activity: A link to the Salesforce Activity of the Customer who made the booking.

Payment data  

The system fields listed below can ONLY be added to Revenue reports. This is because Payment data fields are itemized per transaction, whereas all other types of system fields (listed above) are itemized per activity. Therefore, since there may be a number of transactions in a single activity, the payment system fields listed below are not available in all other report types.

  • Invoice number: A unique number identifying each Customer invoice generated via payment integration. 
  • Payment transaction date: The date a payment was made.
  • PayPal transaction ID: The ID of the transaction in PayPal. 
  • PayPal parent transaction ID: The ID of the transaction in PayPal from which the refund was made.
  • Relative cost: The cost of each individual session in a Session package. This is the total package cost divided by the number of sessions in the package.
  • Amount refunded: The value of a refund transaction.
  • Amount received: The value of a payment transaction.
  • Transaction status: The current status of the transaction, Paid, Refunded, or Pending.
  • Refund transaction date: The date a refund was processed.
  • Transaction type: Any of the following monetary transactions: PAYMENT (SCHEDULE), PAYMENT (RESCHEDULE), AUTOMATIC REFUND (CANCELLATION), MANUAL REFUND VIA SCHEDULEONCE, MANUAL REFUND VIA PAYPAL
  • Payment account email address: The Customer's email address of the PayPal account or the email address provided when paying with a credit/debit card for bookings made via ScheduleOnce. e.g. john@example.com.
  • Refund reason: The reason given by the User for issuing a refund. 
  • Name of User who processed a manual refund: The name of the User who processed a manual refund via the Activity stream.
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