---
title: "Create a New Schedule Report"
slug: "create-a-new-schedule-report"
updated: 2025-11-10T15:06:06Z
published: 2025-11-10T15:06:06Z
canonical: "help.workeasysoftware.com/create-a-new-schedule-report"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a New Schedule Report

Use custom schedule reports when the standard (template) reports do not meet your needs.

1. Click **Reports** in the left navigation panel to expand the menu and select **Scheduling**.
2. Click the **Create report** dropdown and select **Scheduling**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-5CU8G27T.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A39%3A54Z&se=2026-11-01T13%3A39%3A54Z&sr=c&sp=r&sig=9jA5x9a6QZnXQCcdl5G1GtA4%2FB6oZv7%2B87%2BooBqYlWE%3D)
3. Enter a name for your report, for example, **Department Weekly Planner**.
4. Under **Report type**, choose one of the available options. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-JI5Q4MAI.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A39%3A54Z&se=2026-11-01T13%3A39%3A54Z&sr=c&sp=r&sig=9jA5x9a6QZnXQCcdl5G1GtA4%2FB6oZv7%2B87%2BooBqYlWE%3D)
5. Select the desired **View type** to define how data is displayed. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-4R73QQCY.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A39%3A54Z&se=2026-11-01T13%3A39%3A54Z&sr=c&sp=r&sig=9jA5x9a6QZnXQCcdl5G1GtA4%2FB6oZv7%2B87%2BooBqYlWE%3D)
6. Under **Plans**, choose one from the list.
7. Adjust **Report preferences** as needed, such as including shift end time, daily totals, or full shift color background. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-C943A96M.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A39%3A54Z&se=2026-11-01T13%3A39%3A54Z&sr=c&sp=r&sig=9jA5x9a6QZnXQCcdl5G1GtA4%2FB6oZv7%2B87%2BooBqYlWE%3D)
8. 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.
9. In **Scheduling filters**, refine results:

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-8G6Y0DAR.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A39%3A54Z&se=2026-11-01T13%3A39%3A54Z&sr=c&sp=r&sig=9jA5x9a6QZnXQCcdl5G1GtA4%2FB6oZv7%2B87%2BooBqYlWE%3D)
  - **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.
10. In **Employee filters**, choose who to include:

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-HVQ8H9QZ.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A39%3A54Z&se=2026-11-01T13%3A39%3A54Z&sr=c&sp=r&sig=9jA5x9a6QZnXQCcdl5G1GtA4%2FB6oZv7%2B87%2BooBqYlWE%3D)
  - **Employee archive status**
  - **Employment status**
  - **FT/PT status**
  - **Employee type**
  - **Groups**
  - **Custom expression** for advanced combinations
11. Optionally, turn on **Summary** to show totals, then set **Display zero hours format**:

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-3IEFJSJF.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A39%3A54Z&se=2026-11-01T13%3A39%3A54Z&sr=c&sp=r&sig=9jA5x9a6QZnXQCcdl5G1GtA4%2FB6oZv7%2B87%2BooBqYlWE%3D)
  - **Same as hours format**
  - **Dash (-)**
  - **Blank**
12. Click **Create**.

> [!NOTE]
> If you have questions, please call us at (888) 783-1493, email [support@workeasysoftware.com](mailto:support@workeasysoftware.com), or [submit a ticket](https://www.workeasysoftware.com/resources/submit-a-ticket).