Generating and reviewing workforce management reports is important to running a successful business. It is essential to keep good, detailed report archives for business reviews and it saves time and effort to keep these records organized and in a single place. We understand that it is also necessary to have access to your reports at a moment’s notice, from anywhere. It is for this reason that we designed our intuitive online scheduling program with an integrated, real time report tool that generates reports based on the data you need. The reports are exact, accurate and detailed and give you customizing options. ShiftPlanning offers efficient report tools that are well integrated into our workforce management software, keeping all your data secure, backed up, organized and accessible.
From your ShiftPlanning account, you can access and review schedule, timesheet, employee and payroll related reports. You can check and generate workforce management reports on schedule summaries, shift exchanges, schedule hours, timesheet attendance, employee statistics, payroll data, and more. When you open a report, you will see several filter options (time, date, location, position, employee or skills), and all reports are ready to print or export at any time.
To use reports, go to the ‘Reports’ tab and you will see the screen below. There are several types of reports that you can generate to keep track of staff, scheduling, payroll and other information. The most common reports are listed on the main screen, along with a short explanation for each. You can select a report from the ‘Reports’ list on the left-hand side of your screen.
For example, if you click ‘Schedule Summary’, you will see a screen similar to the one below.
You can choose one of our ‘Timeline’ options or enter specific dates, in the top left corner of the window. All timeline options are held when switching between different reports. This makes reporting significantly faster when switching between report types with different options and staff selected.
You can also filter the reports by location, position or employee by clicking on any of the options from the dropdown menu in the top right corner.
You have the option to print or export each report by clicking the options ‘Print Report’ or ‘Save as a .CSV’ on the top right. Choosing the ‘Save as a .CSV’ option will save the report in a .csv format to your computer.
If you need to generate a workforce management report that is not available, just contact us with your request. We are always looking for client input as we continuously work to improve our interface and usability.