Forum Discussion
Microsoft Bookings - Reports
Would love to be able to report on Microsoft Bookings.
Future pipe line, previous appointments ect.
is this in the roadmap at all?
I agree - this would be great. The only way I've found so far to extract data from Bookings is using Excel:
Data>Get Data>From Online Services>From Microsoft Exchange Online> and then entering the email address associated with the booking page of the calendar. This will at least allow you to pull a list of bookings and show cancellations, etc
I agree - this would be great. The only way I've found so far to extract data from Bookings is using Excel:
Data>Get Data>From Online Services>From Microsoft Exchange Online> and then entering the email address associated with the booking page of the calendar. This will at least allow you to pull a list of bookings and show cancellations, etc
Hi Geoff,
Can you explain me in deep how do you accomplish this???
Thanks in advance,
The export function seems to have been taken off. Any info how to get the data from the bookings? (I'm on a mac computer so no Get Data is working from Excel either.)
Doesnt this also show all other calendar entries not just Microsoft bookings entries?
Is there a way to include more data like Customer notes or other Custom Fields that are created for the services to the report?
I have been working on this over the past week and the only way I have found to accomplish this is to pull that information from MSGraph. I'm not a programmer or powershell advanced user; I just learn by myself, so this was a big learning curve.
Anyways, there were quite a few steps but the biggest thing is authenticating to MSGraph. I spent close to 2 days trying to get this right. I can now pull up all booking appointments for a specific Booking email address.
You'll need to have rights to add App registrations in Azure AD as well as have Full Access rights to the Booking Account's mailbox (this is so your account can read/pull the calendar info). Then in Powershell, you'll need to install 2 modules:
Microsoft.Graph.Authentication
Microsoft.Graph.Bookings
Trying to get this to pull all appointments for all Booking accounts and export to excel. Not quite there yet though. If you want the specific instructions, just let me know. Since I just got this working yesterday, I still have to document it for work so I can supply it.
brphillips Thank you! I will have to play around with that some time. I am not too techy myself either! I will definitely reach out to you if I have any questions.
Thanks!
Christine_Chong we did not find a way to do that, but would love to be able to...
- Did you find a solution yet? I am also looking to find how to extract these custom field notes.
I agree x2 - this would be great.
- Has anyone got the Dash API setup for Bookings? This seems like it would be the way to go.
you can get the data in microsoft graph also.
login at Graph Explorer - Microsoft Graph
assign the proper permission (check screenshot 01 and 02)
run the below query in GET > beta and copy the id (check screenshot 03)
https://graph.microsoft.com/beta/bookingBusinesses/
replace tttttt with id in the below query
Now run the below query and you have all the data (check screenshot 04)
https://graph.microsoft.com/beta/bookingBusinesses/tttttt/appointments
for more details check Microsoft Bookings and Microsoft Graph | Kurt Hatlevik – Dynamics 365 Blog
There seems to have been an update over the past couple of days.
you can now export some data to TSV file - you can open this with Excel, mine however downloads a 1kb file without any data on..
see link below
Thanks for the quick reply :-) i did see the option for the CSV file but the link on my homepages doesn't seem to work. I'll check with our admin that we have the latest update as this would be a huge help.
I have been using the bookings for about 1 year now, and it still does not show anything being booked in the home section of bookings, even though we are getting loads of appointments. This being said, when I export to TSV, there is no data. Am I missing a setting or something?
Thanks!
I hope this is helpful
How to export Bookings to an Excel sheet
Find out the ID that Bookings uses for a calendar. In our case I defined the business name as “School Primary School” and so so the name it used was
school@school.com
- Go to the MS admin portal and change the password of that user
- Log on to https://outlook.office.com/calendar with that user
- Go to Settings – View all Outlook Settings -> Shared Calendars – Select the calendar
- Check that your own user can view the calendar
- Go to the desktop Outlook app
- Go to File -> Account Settings -> Account Settings -> Change -> More settings -> Advanced -> Add mailbox and enter your equivalent of
school@school.com - Click OK -> Next -> Done -> Close
- Click File -> Open and Export – Import/Export -> Export to File -> Next -> Comma Separated Values -> Next
- Choose the calendar that matches your business name
- Next -> Choose a file name (I chose calendar_output.CSV -> Next -> Finish
- Choose a date range – OK
- Open the exported CSV and open another new Excel sheet. The new excel sheet needs two rows:
- Row one contains the following text fields
- Date
- Start Time
- End Time
- Length
- Staff Member
- Student Email
- Join link
- Name_Pos
- Name-Len
- Email_Pos
- Email_len
- Booking_pos
- Join_pos
- Join_len
- If_you_pos
- Row two should contain the following formulas
- =(calendar_output.CSV!B2)
- =(calendar_output.CSV!C2)
- =(calendar_output.CSV!E2)
- =C2-B2
- =(calendar_output.CSV!K2)
- =MID(calendar_output.CSV!P2,L2,M2)
- =MID(calendar_output.CSV!P2,N2,O2)
- =MID(calendar_output.CSV!P2,Q2,R2)
- (…blank – for sanity)
- =HYPERLINK((MID(calendar_output.CSV!P2,Q2,R2)),"Join link")
- =(calendar_output.CSV!A2)
- =FIND("Name:",calendar_output.CSV!P2)+6
- =N2-L2-6
- =FIND("Email:",calendar_output.CSV!P2)+6
- =P2-N2-6
- =FIND("Booking Info",calendar_output.CSV!P2)+6
- =FIND("Join Teams Meeting",calendar_output.CSV!P2)+18
- =S2-Q2
- =FIND("If you need a local number, get one here",calendar_output.CSV!P2)
- Copy/drag row two down to match the number of rows in calendar_output.CSV
- You should see your data in an easy to read format.
I would also be interested in this. I was looking for a way to pull it all through into power BI...
