Table of content


How to export data

To export data in 10to8 go to "Inbox & Exports" > "Event Export"Event export graphic


If you don't see "Inbox & Exports", go to "Set Up" and towards the bottom, there will be an option to enter Advanced mode which will resolve this.
10to8 advanced mode


The "Report Settings window" will give you options to export your data with various options. Basic details will always be included, but you can select more detail using the tick boxes to get more information as you need.


What details can I export? - Detailed overview

Name - This is the name of the report stored in 10to8, which is listed at the bottom of the report page to make it easier to find in the future if needed.

Export events in between/last N days - You can select a date range to export or the last N days (the last 8 days, for example).


Basic Details:

  • Event ID - A unique ID generated by 10to8 for the event as a whole

  • Start Date - The date and time of the booking

  • Length     - The duration of the booking in minutes

  • Appointment Name - The name of the service that was booked

  • Location ID - A unique ID generated for each of the locations

  • Location Name - The location of the booking

  • Staff ID - A unique ID generated for each staff member

  • Staff Name - The name of the staff member/s allocated to the booking

  • Customer ID - A unique ID generated for the customer

  • Customer Name - The name of the person attending the booking. If this is a class booking with multiple attendees, a new line will be put into the exported file to separate them for easier viewing.


Customer Details:

  • Customers Emails - The emails associated with the customer on the booking

  • Customers Phone Numbers - The phone number associated with the customer

  • Customers Home Addresses - The customer’s home address

  • Customer Consent - The customers choice of contact consent.


Booking Meta Details:

  • Booked By - The name of the person who made the booking

  • Booker ID - The unique ID of the person who made the booking

  • Booked By Role - Either Staff or Customer depending on who made the booking

  • Booked On - The date the booking was made


Payments:

  • Amount owed    

  • Amount paid


Booking questions and answers:

  • Booking questions - Returns the question and answer in the format question:answer


Include non-appointment events:


This will show a new row displaying items such as buffer time/ travel time/ busy time etc. along with calendar sync items. Anything that hasn't been generated by 10to8, but is in your 10to8 calendar will show here.


Include cancelled appointments:

  • Cancelled By - The name of the person who cancelled the booking

  • Canceller ID - The unique ID of the person who cancelled the booking 

  • Cancelled By Role - The role of the person who cancelled the appointment (Staff/Customer)

  • Cancelled On - The date the cancellation was made


Appointment Notes:

  • Appointment Note Text - The text contents of the note added to the booking

  • Appointment Note Date - The date the note was created

  • Appointment Note Staff Name - The name of the staff member who created the note

  • Appointment Note Staff ID - The unique ID of the staff member who created the note


Marketing Tags:


All of the marketing fields are captured from the customer when they first land on your booking page. This is useful if you are running marketing campaigns such as Facebook, Email, Adwords etc. and would like to see how successful they have been.

  • Channel - The marketing channel that created this customer (link)

  • Origin - The origin that created this customer (link)

  • UTM Campaign - utm_campaign - captured from the URL query string when then customer lands on your booking page

  • UTM Medium - utm_medium - captured from the URL query string when then customer lands on your booking page

  • UTM Source - utm_source - captured from the URL query string when then customer lands on your booking page

  • UTM Term - utm_term - captured from the URL query string when then customer lands on your booking page

  • UTM Content - utm_content - captured from the URL query string when then customer lands on your booking page

  • gclid code - gclid parameter used by Google Adwords

  • Referrer - Where the customer came from if they were referred


Include Rebooked Appointments:


Rescheduled appointments will appear in a separate row to show the original appointment details alongside the rescheduled appointment details. If an appointment has been rescheduled more than once, a new row will be generated for each occurrence.

  • Rebooked By
  • Rebooked By Id
  • Rebooked By Role
  • Rebooked On
  • Rebooked New Appointment ID


Save as template


If you regularly run the same report with the same output fields required, you can save a template version of your settings for quick access. Once you have your checkboxes selected, name your template at the top and click Save as Template.

The Export Templates table will be populated with all of your saved settings, and if you click on the load option, the checkboxes above will be populated based on your template.


How to access the exported data


Clicking the "Run this report" button will generate a new set of data in XLXS format based on your chosen date range and the tick box options you’ve selected. If you have a large amount of data, you will see a progress bar which will continue processing, even if you leave the page. 


Run this report button


Once the data has been generated, you will see it appear in the list at the bottom of the page with a download icon to the right-hand side.


Data export dialog


If you have any issues exporting data, please email support at help@10to8.com.