Create a new Schedule Report

Use custom schedule reports when the out-of-the-box reports do not meet your needs. Follow the steps below to add a report, review default selections, and build a practical example for Employee Scheduled Hours Summary.

This table lists all available Report Types with their corresponding View Types and shows the default selections that appear in the UI when you add a new schedule report.

Report Type	View Type	Default Selections
Availability	Availability	View Type defaults to Availability
Baseline	Baseline Detailed by Employee	View Type defaults to Baseline Detailed by Employee; Report Columns preselect hours and cost comparisons
Open Shifts	Monthly Summary	Status defaults to Published, In process, Not published
	Quarterly Summary	Status defaults to Published, In process, Not published
	Weekly by Criteria	View Type defaults to Weekly by Criteria; Status defaults to Published, In process, Not published
	Weekly Summary	Status defaults to Published, In process, Not published
Schedules	Daily by Employee	Status defaults to Published, In process, Not published
	Monthly Summary	Status defaults to Published, In process, Not published
	Quarterly Summary	Status defaults to Published, In process, Not published
	Weekly by Criteria	Status defaults to Published, In process, Not published
	Weekly by Employee	View Type defaults to Weekly by Employee; Option Show employee planned hours total is preselected
	Weekly Summary	Status defaults to Published, In process, Not published
	Employee Scheduled Hours Summary	Status defaults to Published, In process, Not published; Options for planned hours totals and expected pay amounts available

Add a new report

On the Schedule reports page, select Add (+).
Enter a Name for the report.
Select a Report Type.
Select a View Type. Options vary by Report Type.
Choose one or more Plans, if applicable.
Apply Options as needed. For example, Show employee planned hours total, include time off, or hide shift end times.
Refine the report using the checkboxes.
Select Save to add the report.

Understand default selections for Report Type

Availability: Default View Type is Availability.
Baseline: Default View Type is Baseline Detailed by Employee. Default Report Columns focus on hours and cost comparisons.
Open Shifts: Default View Type is Weekly by Criteria.
Schedules: Default View Type is Weekly by Employee. The option Show employee planned hours total is selected by default.

When you choose a Report Type, related fields preselect to recommended defaults. For example, Status defaults to Published, In process, and Not published. You can change any default before saving.

Example: Employee Scheduled Hours Summary

When to use this report

Review total scheduled hours per employee, compare across plans or locations, and confirm the expected pay amount before payroll export.

Set up the report

Enter the name as Employee Scheduled Hours Summary.
Select Report Type = Schedules.
Select View Type = Employee Scheduled Hours Summary.
Choose one or more active Plans if needed.
In the Options dropdown for the Employee Scheduled Hours Summary, you can include employee planned hours totals, display expected pay amounts, and choose whether to show or hide time off and shift end times.
Keep the default Status selections, or adjust as needed.
Apply Schedule Criteria if needed.
Select Save, then run the report.
Click Apply.

View the report output

Employee ID, name, and location
Total scheduled hours
Expected amount based on scheduled hours
Employee totals for the selected period

Apply the report

Confirm whether employees are scheduled within reasonable workload limits.
Spot employees with unusually high or low hours for follow-up.
Estimate payroll costs based on scheduled hours before exporting time data.