This article walks through how to export booking data into a .csv or Excel file for further use/analysis.
There are many reasons why you may need to export your booking data. Maybe you want to analyze the number of jobs/hours you business has completed in the month or use the data to create invoices for corporate backup care jobs. Whatever the reason may be, here are the steps to successfully export the data you need.
Filtering Data
From the home page, go to Jobs > Job Search. On this page, you can use as many or as few filters as you need to find the right group of jobs. By default, if no filters are applied you will see the 200 most recently created jobs in the table at the bottom.
Filter Options
The following fields can be used to filter your bookings into specific segments:
- Client
- Caregiver
- Service Area
- Job zip or postal code
- Start date
- Created date
- Service type
- Service category
- Service name
- Status
- Status detail
- Job ID
Once you’ve selected the filters you want, click on ‘Search’. Your filtered results will be shown in the table below. If there are more than 10 results, you can either adjust the number of results that are shown in the top left of the table or scroll to other pages at the bottom of the table.
Exporting to CSV/Excel
To export your filtered data, tap on the ‘Export to CSV’ button on the top right of the table. This will download the full list of users you searched for and you will be able to open the file in a .csv or .xls format.
The data you export will include the following types of data:
- Job details- client, caregiver, start/end times, # of children, service, service area, notes
- Payment details- payment method(s), caregiver wages, service fees, CC processing fees