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: Exports and Custom Reports.
Exports
The Exports tab includes reports that are generated automatically on a recurring basis and standard exports.
Click next to the report you want to view. Automated reports open a drop down to select from historical reports where non-automated reports download automatically.
| Absences |
| View all the reported absences by staff at your workplace. |
| Archived Users |
| View all of the data that When I Work stores about archived users in your workplace. |
| Attendance Notices |
| View time clock alerts such as early clock-ins and clock-ins as the incorrect locations. Note: This is an automated export generated on a recurring basis. |
| Contractor Payments¹ |
| View a breakdown of each contractor’s earnings for each payroll. |
| Job Sites |
| View all of the data that When I Work stores about the Job Sites in your workplace. |
| Labor Breakdown |
| Compare scheduled hours to actual hours for your workplace. Note: This is an automated export generated on a recurring basis. |
| Payroll Journal¹ |
| View each user’s earnings, deductions, and taxes for each payroll. This export is also available on each Payroll’s detail view. |
| Payroll Summary¹ |
| View each user’s total earnings, deductions, and taxes within a selected date range. This export is also available on each Payroll’s detail view. |
| Schedule |
| View all of your schedule data, including OpenShifts and daily labor costs. |
| Shift Requests |
| View all of the data When I Work stores about the Shift Requests in your workplace. |
| Shift Templates |
| View all of the data When I Work stores about the Shift Templates in your workplace |
| Tax Liabilities¹ |
| View all timesheet data, including time clock punches and breaks. This export is also available on each Payroll’s detail view. |
| Timesheets |
| View all of the timesheet data, including time clock punches and breaks. |
| Time Off Requests |
| View all of the data When I Work stores about Time Off Requests in your workplace. |
| Users |
| View all of the data When I Work stores about the Users in your workplace. |
| Export Name | Description |
| Absences | View all the reported absences by staff at your workplace. |
| Archived Users | View all of the data that When I Work stores about archived users in your workplace. |
| Attendance Notices | View time clock alerts such as early clock-ins and clock-ins as the incorrect locations. Note: This is an automated export generated on a recurring basis. |
| Contractor Payments¹ | View a breakdown of each contractor’s earnings for each payroll. |
| Job Sites | View all of the data that When I Work stores about the Job Sites in your workplace. |
| Labor Breakdown | Compare scheduled hours to actual hours for your workplace. Note: This is an automated export generated on a recurring basis. |
| Payroll Journal¹ | View each user’s earnings, deductions, and taxes for each payroll. This export is also available on each Payroll’s detail view. |
| Payroll Summary¹ | View each user’s total earnings, deductions, and taxes within a selected date range. This export is also available on each Payroll’s detail view. |
| Schedule | View all of your schedule data, including OpenShifts and daily labor costs. |
| Shift Requests | View all of the data When I Work stores about the Shift Requests in your workplace. |
| Shift Templates | View all of the data When I Work stores about the Shift Templates in your workplace |
| Tax Liabilities¹ | View all timesheet data, including time clock punches and breaks. This export is also available on each Payroll’s detail view. |
| Timesheets | View all of the timesheet data, including time clock punches and breaks. |
| Time Off Requests | View all of the data When I Work stores about Time Off Requests in your workplace. |
| Users | View all of the data When I Work stores about the Users in your workplace. |
¹Only available with When I Work Payroll.
Custom Reports
Under the Custom 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
- Shift History Report
- Times 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.