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

Shifts Report details

The following table includes details about each column in the Shifts report.

 ColumnAccount ID
DescriptionAccount ID where the shift is scheduled.¹
 ColumnAccount Name
DescriptionAccount name where the shift is scheduled.¹
 ColumnSchedule ID
DescriptionInternal ID of the schedule.
 ColumnSchedule Name
DescriptionName of the schedule.
 ColumnID
DescriptionInternal ID of the shift.
 ColumnOpenShift Status
DescriptionIndicates if the shift is an OpenShift or an assigned shift.
 ColumnOpenShift Count
DescriptionIf there is an OpenShift, this field indicates the number of OpenShifts available.
 ColumnAssignee User ID
DescriptionInternal ID of the assigned employee.
 ColumnAssignee Last Name
DescriptionLast name of the assigned employee.
 ColumnAssignee First Name
DescriptionFirst name of the assigned employee.
 ColumnAssignee Employee ID
DescriptionEmployee ID of the assigned employee.
 ColumnStart Time
DescriptionDate and time when the shift starts.
 ColumnEnd Time
DescriptionDate and time when the shift ends.
 ColumnUnpaid Break Length
DescriptionLength of the shift’s unpaid break.
 ColumnLength
DescriptionScheduled length of the shift, not including the unpaid break.
 ColumnPosition ID
DescriptionInternal ID of the shift’s position.
 ColumnPosition Name
DescriptionName of the shift’s position.
 ColumnJob Site ID
DescriptionInternal ID for the shift’s job site.
 ColumnJob Site Name
DescriptionName of the shift’s job site.
 ColumnShift Notes
DescriptionNotes added to the shift.
 ColumnCreated At
DescriptionDate and time when the shift was created.
 ColumnCreator User ID
DescriptionInternal ID of the user that created the shift.
 ColumnCreator Last Name
DescriptionLast name of the user that created the shift.
 ColumnCreator First Name
DescriptionFirst name of the user that created the shift.
 ColumnPublished Status
DescriptionIndicates if the shift is published or unpublished.
 ColumnPublished At
DescriptionDate and time when the shift was last published.
 ColumnUpdated At
DescriptionDate and time when the shift was last edited.
 ColumnLast Notified At
DescriptionDate and time when the assignee was last notified of the shift being published or updated.
 ColumnAlerted Status
DescriptionIndicates if the assignee has been sent a shift reminder alert.²
 ColumnAcknowledged Status
DescriptionIndicates if the assigned employee has acknowledged the shift.
 ColumnAcknowledged At
DescriptionDate and time when the assigned employee acknowledged the shift.
 ColumnAssignee Role
DescriptionRole of the assigned user.
 ColumnAssignee Base Hourly Rate
DescriptionBase hourly rate of the assigned employee.
 ColumnAssignee Position Rate
DescriptionHourly rate the employee earns when working the shift’s position.
 ColumnHas Timeclock Entry
DescriptionIndicates if the assigned employee has clocked in or clocked out for this shift.
 Column Description
Account ID Account ID where the shift is scheduled.¹
Account Name Account name where the shift is scheduled.¹
Schedule ID Internal ID of the schedule.
Schedule Name Name of the schedule.
ID Internal ID of the shift.
OpenShift Status Indicates if the shift is an OpenShift or an assigned shift.
OpenShift Count If there is an OpenShift, this field indicates the number of OpenShifts available.
Assignee User ID Internal ID of the assigned employee.
Assignee Last Name Last name of the assigned employee.
Assignee First Name First name of the assigned employee.
Assignee Employee ID Employee ID of the assigned employee.
Start Time Date and time when the shift starts.
End Time Date and time when the shift ends.
Unpaid Break Length Length of the shift’s unpaid break.
Length Scheduled length of the shift, not including the unpaid break.
Position ID Internal ID of the shift’s position.
Position Name Name of the shift’s position.
Job Site ID Internal ID for the shift’s job site.
Job Site Name Name of the shift’s job site.
Shift Notes Notes added to the shift.
Created At Date and time when the shift was created.
Creator User ID Internal ID of the user that created the shift.
Creator Last Name Last name of the user that created the shift.
Creator First Name First name of the user that created the shift.
Published Status Indicates if the shift is published or unpublished.
Published At Date and time when the shift was last published.
Updated At Date and time when the shift was last edited.
Last Notified At Date and time when the assignee was last notified of the shift being published or updated.
Alerted Status Indicates if the assignee has been sent a shift reminder alert.²
Acknowledged Status Indicates if the assigned employee has acknowledged the shift.
Acknowledged At Date and time when the assigned employee acknowledged the shift.
Assignee Role Role of the assigned user.
Assignee Base Hourly Rate Base hourly rate of the assigned employee.
Assignee Position Rate Hourly rate the employee earns when working the shift’s position.
Has Timeclock Entry Indicates if the assigned employee has clocked in or clocked out for this shift.

¹May be a parent account or child account.
²Alerts are controlled by each user’s alert preferences.

Updated on October 13, 2020

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