Overview

This article provides examples of some data that can be pulled from the Shifts report within the reporting feature of When I Work.

For a more detailed look at what you can do with custom reports, check out Custom Reports Reference and Creating and Refining Custom Reports.

Example scenarios

Find unfilled OpenShifts

You might want to view unfilled OpenShifts in order to determine whether you’re meeting your staffing requirements, or to determine whether certain types of OpenShifts are less desirable to your users and correct the issue.

1. Click Reports.

2. Click Custom Reports, then click New Report.
3. Create a Shifts report for the date range you want.
4. Expand the OpenShifts Status filter and select true values.

Count shifts by position, schedule, job site

If you need to maintain a particular level of staffing for your business to function, you can easily count the number of shifts by schedule, position, and/or job site to get a bird’s eye view of your staffing.

1. Click Reports.

2. Click Custom Reports, then click New Report.
3. Create a Shifts report for the date range you want.
4. Click Columns, then click Pivot Mode.
5. Drag Schedule Name to Row Groups.
6. Drag ID to Values, then click to select count function.
7. Drag Position Name to Column Labels.

Find shifts longer than 9 hours

If you have a policy on scheduled shift length, you can run a report to make sure that the schedule managers are adhering to that policy.

1. Click Reports.

2. Click Custom Reports, then click New Report.
3. Create a Shifts report for the date range you want.
4. Filter Length using the Greater than or equals operator and enter 9 for the filter.

View shifts that have not been confirmed

If you have problems with team attendance, you might want to run a report to see if those users are confirming their shifts. If they aren’t, that is an indication that users are not checking their schedules.

1. Click Reports.

2. Click Custom Reports, then click New Report.
3. Create a Shifts report for the date range you want.
4. Expand the Confirmed Status filter and select False values.
5. Click Columns.
6. Drag Assignee Name to row groups.

Find shifts for an archived user

If you want to view shifts assigned to an archived user, simply run a report filtered by the user’s name.

1. Click Reports.

2. Click Custom Reports, then click New Report.
3. Create a Shift report for the date range you want.
4. Expand Assignee Name filter and select the archived user’s name.

Count scheduled hours by schedule and position to see if your schedule matches your budget

This report is useful to see if scheduling managers are scheduling hours that match the planned budget.

1. Click Reports.

2. Click Custom Reports, then click New Report.
3. Create a Shift report for the date range you want.
4. Click Columns, then click Pivot Mode.
5. Drag Schedule Name to Row Groups.
6. Drag Length to Values, then click to select sum function.
7. Drag Position Name to Column Labels.