Home Best Practices How to Build Custom Reports with Schedly Insights

How to Build Custom Reports with Schedly Insights

Last updated on Jul 07, 2026

Overview

Schedly Insights is a powerful feature that allows users to analyze their scheduling efficiency by generating customizable reports. This feature is essential for organizations looking to make data-driven decisions by evaluating key metrics related to their scheduling processes.

Prerequisites

Users must have at least the Pro Plan to access the Insights feature within Schedly. Additionally, admin rights are required to customize report parameters and export data.

Step-by-Step Instructions

Accessing the Reporting Tools

  1. Log in to your Schedly account using your preferred authentication method.
  2. From the main navigation menu, click the Insights button.
  3. You will be directed to the Insights dashboard, where you can view various booking metrics.

Evaluating Scheduling Efficiency

  1. On the Insights dashboard, you will see key metrics such as booking counts, attendance rates, and participant limits.
  2. Use the filters at the top of the page to select specific event types or time frames to narrow down your data.

Customizing Report Parameters

  1. While viewing the Insights, click the Filters button to customize your report.
  2. Select the desired date range, specific event types, or participant groups.
  3. Click Apply to update the report view with your selected parameters.

Exporting and Sharing Reports

  1. Once you have customized your report, click the Export button at the top right corner.
  2. Choose your preferred format: CSV or PDF.
  3. After downloading the report, you can share it with team members via email or your preferred communication platform.

Export Report

Key Details & Limits

  • Plan Requirement: Insights are available on the Pro Plan and above.
  • Formats Supported: Reports can be exported in CSV and PDF formats.
  • Metrics: Includes booking counts, attendance rates, and participant limits.
  • Real-Time Data: Insights data is updated in real-time for accurate reporting.

Frequently Asked Questions

  1. How do I access the Insights feature?

    • Log in and click the Insights button on the main navigation menu.

  2. Can I filter insights by different event types?

    • Yes, click Filters and select specific event types to customize your report.

  3. What export formats are available for reports?

    • You can export reports as CSV or PDF.

  4. Is there a limit to the amount of data I can export?

    • No, there is no limit on exporting data through Insights.

  5. How often is the insights data updated?

    • The insights data is updated in real-time.

Troubleshooting

  • Reports not downloading: Ensure pop-ups are not blocked in your browser, and try to re-download.
  • Incorrect data displayed: Double-check your selected filters and parameters, then apply the correct settings.

Related Topics

  • Creating and Managing Event Types: Learn how to define and customize events to meet your business needs.
  • Using SAML/OIDC for Secure Login: A guide to setting up and using SAML/OIDC for user authentication.
  • Optimizing Booking Efficiency: Tips and best practices for improving your event booking process using Schedly.