Reports show stats and data on shifts, hours, and all things scheduling.
Creating new reports for your team is easier than ever! As an admin, you can create reports with a variety of graphs. Just follow these simple steps on the web application (for now, only available for web version):
1. On your "Homepage", go to your "Team Calendar" by clicking on the team name on the list on the left panel of the page.
2. You will see a calendar that shows the full schedule of the team by default. Click on the “Reports” tab on the upper right corner of the page. You will be directed to the next page.
Here you can select different date periods and three additional filters:
as they are now
as when first published
at a historical date
Using the small arrow marked above you can change the view of the reports by "collapsing" and "expanding" it.
3. Next, to create a new report simply click on "+" (more) right next to Reports.
4. Add a report title and a description if required and select whether you want it to be viewable by the administrator only. Click on "Add a new graph". You may also select subscribers (members from the team and organization) that will be emailed the report's excel file at the end of each schedule period if required.
5. Add a Graph Title and check the three lines icon to:
View Full Screen
Print Chart
Export to PNG
Export to JPG
Export to PDF
Fill in the required information and click on "Add to Report". You may choose the type of Graph:
Pie
Column
Bar
Line
You may also group and differ series by:
Associate
Job
Position
Day of week
Day of Month
Month
6. Select the width and adjust the position of your graph with the help of the options below the graph. Here you can edit or delete the created graph. To create more graphs click on "Add a new graph".
7. On the bottom left-hand corner click on "Save Report". Once you save the report you will see all your reports under the "Reports" tab.
