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Reporting and Analytics

Log Viewer

The Log Viewer is a great place to research what changes were made to the system, when, and by whom. From Home , select Log Viewer near the bottom of the page. There are two different searches to use…

Updated by Shiftboard Support

Creating Report Presets and Links

Many reports have several parameters to refine their output. You can save these option settings for reports you run regularly.

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Scheduling Recurring Email Reports

Schedule a Recurring Email Report. Select the recurring report. A list of applicable reports is below. Enter the selection criteria for the report (sort by, group, group filters, etc.). Use the Sched…

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Bid Overview Report

The bid overview report shows you a summary of all shifts that were posted for bidding in a selected date range.

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Annual Leave Summary Report

The annual leave summary shows you a breakdown of total leave hours per month in the chosen year.

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Daily Shift List by Bids Report

The daily shift list by bids report shows a daily breakdown of all employees who were assigned work on those days via the bid system, including information about the work they were assigned. How to g…

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Individual Employee Schedule Report

The individual employee schedule report is simply a printable calendar version of an employee’s schedule. Navigate from the Home page to View Reports > Individual Employee Schedule.. Modify the filte…

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Work Schedule (Duty Roster) Report

The work schedule report shows the shifts employees are working for a period of either one or two weeks from a chosen start date.  It then displays the total straight-time and overtime hours worked for each employee during that period. Essentially, it’s a printable calendar view of your schedule, broken down by employee.

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Requirement Coverage List Report

The requirement coverage list report simply shows you a printable version of your coverage summary for a given date range.

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The Dashboard

SchedulePro’s dashboard provides a real-time overview of your organization’s key metrics. It’s a condensed, graphical representation of your workforce allocation, overtime rates, and more, giving you…

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Leaves Report

The leaves report displays all employee leave in a selected date range. How to get there: Reports > Leaves In this article: 1) Viewing/Downloading the Leaves Report Viewing/Downloading the Leaves Rep…

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Absence Pattern Reports

The Absence Pattern reports display employees who have taken a leave on the day before or after their shift pattern rest days.

Updated by Ester Villegas

Group Work Stats

The group work stats report displays a by-group breakdown of total hours worked, total OT hours, and total leave hours in a table format.

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Daily Shift List Report

The daily shift list report shows a detailed table view of each shift worked in a specified date range (start time, end time, employees assigned, etc.), broken down by day.

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Overtime Equalization Report

How to get there: Reports > Overtime Equalization Report In this article: 1) Viewing/Downloading the Overtime Equalization Report The overtime equalization report shows the overtime hours worked per…

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Shift Trades Report

The shift trades report shows a list of all shift trades that occurred in a chosen date range.

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Weekly Schedule by Staffing Level Report

This report is a blend of your requirement coverage summary and a duty roster.  For every day of the selected week, it takes each of your position/location/shift triplets from the coverage summary, shows who was assigned to work it, and whether or not the requirement was filled.

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Individual Employee Timesheets Report

The individual employee timesheet shows a table of information about all work done by a specific employee in a chosen date range, including all shifts worked, overtime, and total hours.

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Understanding Custom Totals Lists

Overview. Custom Totals lists are a way of configuring SchedulePro to automatically calculate formulas based on employee schedules. By configuring a custom count policy, SchedulePro will perform the…

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Sign In Log Report

From the Home page, navigate to View Reports > Sign in Logs... Start Date: Starting date to retrieve results. End Date: Ending date to retrieve results. Group: Select a specific group to limit the re…

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Employee List Report

A list of your current employees can be useful when trying to audit phone numbers for improved communication or when comparing it to the Sign In Log Report to see which employees are not utilizing av…

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Weekly Schedule by Shift List Report

The weekly schedule by shift list report allows users to view scheduled employees grouped by Shift List and then by area. The report will also identify employees on leave during that week. To properl…

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Overtime Reports

Working Rosters (Schedule). The Working Rosters report will show us a working schedule for the employees in a calendar view. OT assignments will show in red in the report. Note: you can only display…

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Employee Schedule & Availability Report

SchedulePro has a new daily report to show employee schedules, volunteers, and more! This report can be useful to employees and schedulers. For employees, they can see who is working what and where t…

Updated by Shiftboard Support

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