Custom Reports

Last updated by Skye Galloway on July 13, 2022 10:23

This is a new and growing tool to allow you to build a vast array of reports to help manage your staff and venues.

Custom Reports can be filtered with multiple criteria on each column allowing you to view just the relevant records. Filters are stored for your next viewing too. To use: Find this under Reports > Manage Custom Reports > View. From this page, you can create or edit your own reports.

Whereas previously you could filter only by Start and End Date and Category you can now filter each Column that you include in your report.

This can be done by clicking the filter icon next to each column.

The reports all have a base type that sets what the first column will be:

  • Staff
    All currently active staff will be on this report
  • Staff (new starters)
    Choose a date in the top right and it will display all staff who had an account created since that date
  • Staff (leavers)
    Choose a date in the top right and it will display all staff who have been archived since that date
  • Dates (daily summary)
    Displays a list of dates down the left and will provide figures for hours worked etc per day
  • Monthly (monthly summary)
    Displays a list of months down the left and will provide figures for hours worked etc per month
  • Venues
    Displays each venue down the left and provides summary figures for a date range you set per venue
  • Roles
    Displays each role down the left and provides summary figures for a date range you set per role
  • Company Weeks (Dates and week numbers based on company year start date)
    Displays company week numbers down the left and provides summary figures for hours worked per week.

You can also filter each Column that you include in your report. This can be done by clicking the filter icon next to each column.You can filter by number, i.e. number of absences, to get specific information.

Filtering options available:

  • Equals
  • Contains
  • Starts With
  • Greater Than
  • Less Than
  • Does Not Equal

You can then add any combination of columns to a report. This allows you to build up the report to your needs.

There are many columns already available and we can add as many as you need on request. Simply email us at support@staffsavvy.com.

You can also create custom reports for shifts, time entries, absence periods, award nominations and expense claims allowing you to run reports on raw data and access these via the report API. To navigate to custom reports go to Reports > Manage Custom Reports.

From here you can choose to edit or Create a new report. When creating a new report specify that the ‘type’ of report you are creating is a ‘Shift’ Report. From here you can add columns so that the report gives more details about the shift, i.e. role/pay/duration.

New report types that allow you access to raw data:

  • Shifts
  • Time Entries
  • Absence Periods
  • Awards
  • Expense Claims

There are already staff reports that also allow you access to raw data.

You can filter so that you can specify categories relating specifically to ‘Time Entries’ or ‘Shifts’ and then add those as columns for the final custom report.