Standard reports with advanced querying capabilities are available in this application. Additional reporting capabilities include the standard payroll export, and a custom report builder.
The standard payroll export is part of the software offering, and available as a task type in the Task Manager. The Custom Report module is an add-on feature used to create custom reports using fully integrated Excel functionality.
The table below lists the standard reports available in Excel (.xlsx) format. Standard reports are password protected. Authorized users can manage passwords to allow or prevent report editing in Setup > Reports > System Reports.
| Report Name | Description |
|---|---|
| Accrual | Displays remaining accrual balances. |
| Assignment | Displays personnel Assignment information. |
| Audit | Displays staffing record changes. |
| Contact Log | Displays a detailed list of outbound call activity. |
| Costs | Displays an itemized list of scheduling costs. |
| Exceptions | Displays an itemized list of staffing records. |
| Expirations | Displays expiration dates for specialties, skills, and certifications. |
| Login | Displays user login activity and source. |
| Multiday Report | Displays schedules on a cross tab report. |
| Payback | Displays outstanding shift trades. |
| Payroll | Displays an itemized list of total hours by work code and employee. FLSA option available. |
| Personal History | Displays total hours for each record, employee, and assignment area. |
| Roster | Displays a capture of the daily Roster. |
| Summary Report | Displays work code record activity in graphical format with subtotals for each work code by percent, count, and total hours. |