Reports overview

Reports help managers answer focused operational questions. Choose the report type first, then filter inside the dedicated report page.

Report types

• Hours reports focus on payable time and labor totals.
• Shift reports focus on scheduled activity and assignment load.
• Approval reports focus on records needing review or already approved.
• Coverage reports focus on filled, open, or understaffed demand.
• Attendance reports focus on missing attendance and unmatched schedules.

Steps

1. Open Reports.
2. Review the report descriptions.
3. Choose the report type that matches your question.
4. Apply client, site, employee, date, or status filters in the report.
5. Review the output before sharing or using it for payroll decisions.

What good looks like

Each report should answer one operational question instead of becoming a broad spreadsheet replacement.

Common mistakes

• Using schedule reports to approve payroll.
• Reviewing attendance exceptions without date or client filters.
• Exporting before checking whether filters are still active.