Schedule Report

This report allows you to print your employees' weekly schedules in table format.

Report Criteria

The Report Criteria screen opens when you click on the report from the main "Reports" section of the software. This is where you tell the system what data you would like it to report on.

• The drop-down menu at the top of the screen allows you to select a different report without navigating back to the main "Reports" screen.

• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window.  With this option de-selected the report is displayed directly below the Report Criteria section of the screen.

• Use the Date Range fields to enter the range of days for which you would like to view employee hires. Click on the icons to select the dates from a calendar.

• The Employees field allows you to select which employees will be included in this report. By default all employees are included. Click on the icon to exclude employees. This setting includes four selection boxes. Two each for "Department," and "Employee." Any department or employee listed in the Invisible box will not be included on the report. Select the desired departments/employees and use the arrow icons to move them to the Visible section of the screen.
  Note: By default, all employees are included on the report. Use Quick Search to search for specific employees by first and last name, card number or employee ID.

• The Additional Filters section of the screen allows you to select what types of data you would like to include on the report. Click on the icon to display the additional filtering options.

• If you would like to display data on a specific Employee Status, Pay Period or Supervisor only, make the desired selections from the drop-down menus.

• Put a check mark in the box next to each type of data that you would like the report to display.

• Use the Sort by fields to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Department" is selected in the first field, and "Employee Name" is selected in the second.  The report will be sorted first by the department level that the employees are assigned to, and then alphabetically by employee name.

Once you have specified the desired report criteria, click on the [GENERATE REPORT] icon. The report is displayed at the bottom of the screen.

Report Output

Note: Report output varies depending on the report criteria and filters selected.

The schedule date range is displayed in the upper left-hand corner of the screen.

• The employee's full name is displayed in the Name column.

• The ID column displays the ID assigned to the employee in the system.

• The employee's card number is displayed in the Card column.

• The Department column displays the scheduled department.

• The employee's assigned supervisor is displayed in the Supervisor column.

• The Shift Policy column displays the name of the shift policy assigned to the employee's schedule.

• The name of the employee's scheduled shift is displayed in the Shift column.

• The scheduled start and stop times are displayed in the Time column.

• The next seven columns display the seven days selected in the report date range. A check mark appears in the box for each day of the week on which the employee is scheduled to work the displayed shift.

• Schedule totals are displayed at the bottom of the report.

Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file. Click on the [PRINT] icon to print the report.