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How to run a generic report with all shift data

Use the Comprehensive Report to export all details related to shift assignments over a period of time

Updated over 10 months ago

Step 1: Navigate to Comprehensive reports section

  • Go to the Reports page via the main navigational toolbar

  • Once there, you will automatically be routed to the Comprehensive report section.

Step 2: Select the parameters of your report

  • Use the Start Date and End Date filters to only return shifts that were scheduled between those dates.

  • Use the Client filters to only show shifts scheduled for specific clients within the start and end dates.

  • Use the Cost Centre filters to only show shifts scheduled for projects related to specific cost centres within the start and end dates.

  • Use the Staff filters to only show staff that have worked shifts within the start and end dates.

Step 3: Export/Generate your report

  • Select 'Generate' to preview the report on screen.

  • Select 'Export' to download the report as a .xls file for Excel

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