Reporting Reference

From your

Applies to ,

Overview

The Reporting page provides a centralized location for all of the reports available in your When I Work account.

Hover over Workplace, then select Reports.

Custom Reports

From the Custom Reports section, you can create a custom new custom report to gain insights, fine tune your business, and schedule more efficiently. Use the integrated report builder to create as many custom reports as you need.

You can create the following custom reports:

  • Shifts Report
  • Times Report
  • Shift History Report

For a more detailed look at what you can do with Custom Reports, check out Custom Reports.

 

Automated Reports

The Automated Reports section includes reports that are generated automatically on a recurring basis.

Automated Reports Do Not Reflect Retroactive Changes

Automated reports do not reflect changes if the schedule or timesheets are edited after reports are generated.

Attendance Notices Report

The Attendance Notices Report provides a weekly breakdown of Attendance Notices that can be used to take corrective action and gauge overall employee performance.

All of the Attendance Notices from the last week display in the report even when they have been resolved on the Dashboard or in the timesheets.

The report is generated daily (replaced with an updated version) and shows a one-week period based on the Start of the Work Week set in the General Settings.

Callouta
DescriptionClick Latest Report to download a .csv file of the Attendance Notices Report to your computer.
Calloutb
DescriptionClick All Reports to open a drop-down menu of historical reports that you can download.
Callout Description
a Click Latest Report to download a .csv file of the Attendance Notices Report to your computer.
b Click All Reports to open a drop-down menu of historical reports that you can download.

The spreadsheet includes the employee name, date, shift, type of Attendance Notice, and whether the corresponding timesheet entry has been edited.

Labor Breakdown Report

The Labor Breakdown Report allows managers to see how their planned labor budget compares to their actual labor budget, including overtime.

The report is generated weekly (replaced with an updated version) and shows the last completed two-week period based on your Start of the Work Week set in the General Settings.

Callouta
DescriptionClick Latest Report to download a .csv file of your Labor Breakdown Report to your computer.
Calloutb
DescriptionClick All Reports to open a drop-down menu of historical reports that you can download.
Callout Description
a Click Latest Report to download a .csv file of your Labor Breakdown Report to your computer.
b Click All Reports to open a drop-down menu of historical reports that you can download.

The spreadsheet contains a breakdown of scheduled hours and labor cost including overtime for each employee, schedule and position combination.

Exports

The Exports section includes all the reports available within When I Work. They include:

Click Export next to the report you want to view, then choose the parameters of the export.

exports tile

Updated on April 18, 2022

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