Reporting Reference

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Overview

The Reporting page provides a centralized location for all of the reports and exports available in your When I Work account. The Reports page is organized into two tabs: My Reports and Predefined Reports.

My Reports (custom reports)

Under the My Reports tab, you can create a custom reports to gain insights, fine tune your workplace operations, and schedule more efficiently. Use the integrated report builder to create and save as many custom reports as you need.

You can create the following types of 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 Reference and Creating and Refining Custom Reports.

Predefined Reports

The Predefined Reports tab includes reports that are generated automatically on a recurring basis and standard exports.

Automated Reports

The Attendance Notices report and the Labor Breakdown report are automatically 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.

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.

Click Download in the Actions column then select a date range to download a .csv file of your Attendance Notices Report to your computer..

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.

Click Download in the Actions column then select a date range to download a .csv file of your Labor Breakdown Report to your computer.

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 the standard exports available within When I Work.

They include:

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

Updated on September 15, 2022

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