Forum Discussion
Microsoft Bookings - Reports
- DeletedMay 24, 2018
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
Is there a way to include more data like Customer notes or other Custom Fields that are created for the services to the report?
- LauraCollettMar 14, 2022Copper ContributorIs there any update with this? We add notes during the appointment which would be advantageous to have access to in the reporting spreadsheet we create?
- Lobsang_akaOct 12, 2020Copper ContributorDid you find a solution yet? I am also looking to find how to extract these custom field notes.
- brphillipsJul 15, 2020Copper Contributor
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.
- nayakanahattiAug 15, 2022Copper Contributorbrphillips I am trying to do the same task but I am getting errors while fetching data from PowerShell where as I don't have any errors reading data from the same link in Graph explorer. Could you please help me if I am missing anything or share the sample code you are using.
- TabithaRiceJan 29, 2021Copper Contributor
brphillips If you can provide me with the reporting guide you were able to discover this may be helpful for what we are attempting to complete with Bookings as well.
- catherine-peacockJan 21, 2021Copper Contributor
brphillipsdo you have your notes please need to do this tomorrow so would be very useful if you don't mind sharing. Thank you Catherine
- Jerome StockwellMay 19, 2020Brass Contributor
Christine_Chong we did not find a way to do that, but would love to be able to...