Custom Reports (Beta)

From your

Applies to ,

Overview

Create a custom report that looks at specific metrics that can help to fine tune your business as well as help you schedule more efficiently. Use the integrated report builder to create as many custom reports as you need. Each custom report is then emailed to you.

You can drag and drop columns right in the app to arrange the data exactly how you want. Additionally, you can filter, sort, and rearrange the data in the Excel document that is emailed to you.

Beta

This feature is currently in Beta. Watch Product News for more information about a public release.

Considerations

  • The data available in the custom report is current as of the prior midnight in your account’s timezone. Any data from midnight until the current time will be reflected in the next day’s report.
  • Data availability spans the past 3 months and 3 months into the future.
  • Reports are limited to a 90 day duration period.

Custom reports page overview

Custom reports overview

Callout
Name
Description
a
Report Type
Choose a preloaded report type to start with.¹
b
Fixed Date Range
Select from multiple preselected date ranges.
c
Custom Date Range
Open the custom date range modal to select the exact date range you’d like.
d
Column Heading
Each column heading can be dragged and dropped to arrange your report.
e
Export
Click Export to build your report and send to your email.
Callout Name Description
a Report Type Choose a preloaded report type to start with.¹
b Fixed Date Range Select from multiple preselected date ranges.
c Custom Date Range Open the custom date range modal to select the exact date range you’d like.
d Column Heading Each column heading can be dragged and dropped to arrange your report.
e Export Click Export to build your report and send to your email.

¹The only report type available for the beta is the Shifts Report.

Create a new report

  1. Hover over Workplace, then select Reports.

  2. Under the Custom Reports heading, click Create a New Report.
  3. Choose the type of report you’d like to create.
  4. Choose a date range for your report, or use the date range dialog to create a custom date range.Custom date range
  5. Drag and drop the columns to rearrange the report to your liking.
  6. Click Export. The report is sent to your email.
    The report is also available on the main Reports page after you’ve created the export.Custom report

 

Updated on August 17, 2020

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