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Schedule Report

The Schedule report is a great resource for analyzing past, present, and future scheduled services for your business.

In this article

Who can use this feature?

  • Pike13 Plans: ✅Premium, ✅Advanced, ✅Essential
  • User Roles: ✅Primary Owner, ✅Owner, ❌Manager, ❌Staff, ❌Limited Staff

Quick Views

Get immediate insights with these pre-set filters:

  • Scheduled Services This Week: View all services scheduled from the current Monday through Sunday.
  • Unconfirmed Attendance Last Week: Identify services from the previous week (Monday–Sunday) that are missing attendance records.

Summary View

The Schedule Details summary allows you to group data by service attributes to see high-level trends.

The following metrics are computed for each group of services:

  • Total Scheduled Events - count of all scheduled events
  • Total Enrollments - count of all enrollments
  • Total Capacity - sum of all scheduled service capacities
  • Total Hours - sum of all scheduled service lengths in hours
  • Attendance Confirmed? - count of scheduled services that had attendance taken by a staff member
  • Paid - count of visits that have been paid
  • Enrolled - count of client enrollments in a service that have not been completed
  • Completed - count of client enrollments with confirmed attendance
  • Completed & Unpaid - count of client enrollments with attendance confirmed but are still unpaid
  • No Show - count of client enrollments marked as a no show
  • Late Canceled - count of client enrollments that canceled after the cancellation deadline
  • Currently on Waitlist - count of client enrollments on the waitlist for a service 
  • Canceled Waitlist - count of client enrollments removed from the waitlist
  • Waitlist Expired - count of client enrollments that did not make it off a waitlist into a service

Key Dates

To refine your search, focus on the Service Date—the actual day the service took place. Use this date filter to pinpoint a specific timeframe for review, or group your data by Week, Month, or Quarter in the Summary View to analyze broader performance trends.

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Details View

In addition to the summary view, there is also a Details view that shows greater details for each scheduled event occurrence for your business.  This view can easily be filtered to a desired timeframe, set of services, staff members or more.

Available details in this view are:

  • Service - Name of the service.
  • Service Type - Type of the service.  For example, Appointment, Group Class, or Course 
  • Service Category - Category of the service.
  • Total Enrollments - Count of enrollments for the scheduled service.
  • Capacity - The maximum number of clients that can register for the scheduled service.
  • Staff - List of staff members for the scheduled service.
  • Service Date - Date the service was provided.
  • Day - Day of the week when the service is scheduled.  For example, Monday.
  • Service Time - Time of day when the service is scheduled.  For example, 9:00 AM.
  • Hours - Duration in hours of the scheduled service.
  • Service Location - Location of the scheduled service.
  • Visit Count - Count of visits for the scheduled service.  This is the sum of Enrolled, Completed, No Show, and Late Canceled.
  • Attendance Confirmed? - Indicates whether attendance was completed for the scheduled service.
  • Paid - Count of paid enrollments for the scheduled service.
  • Enrolled - Count of registered but not completed enrollments for the scheduled service.
  • Completed - Count of completed enrollments for the scheduled service.
  • Completed & Unpaid - Count of completed enrollments that were unpaid for the scheduled service. 
  • No Show - Count of enrollments that resulted in a no show for the scheduled service.
  • Late Canceled - Count of late-canceled enrollments for the scheduled service.
  • Waitlist Expired -  Count of waitlist enrollments that never made it to the roster of the scheduled service.
  • Canceled Waitlist - Count of waitlist enrollments that were canceled.
  • Currently on Waitlist - Count of enrollments currently on the waitlist.
  • Enrolled from Waitlist - Count of enrollments in the scheduled service that came from the waitlist.
  • Started on Waitlist - Count of all waitlist enrollments for the scheduled service.  This is the sum of Waitlist Expired, Canceled Waitlist, Currently on Waitlist, and Enrolled from Waitlist.
  • Service Status - Current state of the service.  Either Active or Deleted.
  • Event Name - Name of the event, if available.
  • Scheduled ID - Unique ID across all scheduled events