Use custom schedule reports when the standard (template) reports do not meet your needs.
Click Reports in the left navigation panel to expand the menu and select Scheduling.
Click the Create report dropdown and select Scheduling.
Enter a name for your report, for example, Department Weekly Planner.
Under Report type, choose one of the available options.
Select the desired View type to define how data is displayed.
Under Plans, choose one from the list.
Adjust Report preferences as needed, such as including shift end time, daily totals, or full shift color background.
In Formatting and sorting, configure:
Group by schedule criteria: Choose the field to group the report by (for example, Location or Employee).
Signature/disclaimer: Select the footer to print on the report.
In Scheduling filters, refine results:
Shift status: Keep the defaults (Published, Not published, In process) or narrow them.
Shift color: Filter by a specific color if your team uses color-coded shifts.
Optionally check Critical shifts only or Unacknowledged shifts.
Criteria groups: Pick one or more groups to limit the scope.
In Employee filters, choose who to include:
Employee archive status
Employment status
FT/PT status
Employee type
Groups
Custom expression for advanced combinations
Optionally, turn on Summary to show totals, then set Display zero hours format:
Same as hours format
Dash (-)
Blank
Click Create.
If you have questions, please call us at (888) 783-1493, email support@workeasysoftware.com, or submit a ticket.