Advanced Scheduling Reports & Navigation
Below are some reports you may want to refer to when managing the schedules. There may be additional reports needed that pull in time along with scheduling based on what data is needed but the below really covers reports related to coverage, etc. All navigation paths are below. Don't forget that when you find the report you like, you can then add the report to your dashboard for easy access at any time.
Shows all open shifts.
Open Shifts: Team > Schedule > Reports > Staffing > Open Shifts
Summary by Employee Report:
Summary by employee: Team > Schedule > Reports > Staffing > Summary by employee
Employee Availability and Preferences Reports:
Availability: Team > Schedule > Reports > Staffing > Employee Availability
Preferences: Team > Schedule > Reports > Staffing > Employee Preferences
Requests Reports:
Shows any shift swaps or Requests pending out there.
Open Shift: Team > Schedule > Reports > Staffing > Open Shift Requests
Coverage: Team > Schedule > Reports > Staffing > Request for Coverage
Shift Swap: Team > Schedule > Reports > Staffing > Shift Swap Requests
Scheduled Overview by Date Range:
Schedule Overview by Date Range: Team > Schedule > Advanced Scheduling > Schedule Overview
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