Custom Reports

This is a growing tool that allows 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 only 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. If a Custom Report is deleted, the system will now record which personnel member deleted it.

You will receive progress updates when running complex reports so you can see the progress.

You can filter each Column in your report by clicking the filter icon next to it.

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

• Absence & Holiday
• Absence Categories
• Absence Types
• Award Nominations 
• Dates (daily summary)
  Displays a list of dates down the left and will provide figures for hours worked etc per day.
• Exams
• Expense Claims
• Monthly (monthly summary)
  Displays a list of months down the left and will provide figures for hours worked etc per month.
• Organisation Week
• Pay ElementsDisplays the pay elements down the left and can provide total payment and hours worked.
• Skills
  Displays each skills down the left and provides summary figures for a date range you set per skills.
• Shifts
• 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  Choose a date in the top right and it will display all staff who have been archived since that date.
• Recruitment Position
• 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.
• Time Entries
• Training Certificates
• Training Programs 
• Venues
  Displays each venue down the left and provides summary figures for a date range you set per venue.
• Venue Groups

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
• Is Blank
• Is not Blank

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

You can then add any combination of columns to a report. Column options include absence hours, skill, budget cost, training pass history, attendance of shifts during a month, percentage of non-attendance shifts, shift confirmation/acknowledgement status and more.

Many columns are already available, and we can add as many as you need upon 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 them 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. skill/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.

Custom Reports with weekly, monthly or yearly data

The system also allows for comprehensive aggregate reports for staff, skills and venues. You can view data such as paid hours each week for any period. The report will repeat the selected columns so you can see information such as “Paid Hours in Week 1”, “Paid Hours in Week 2”, etc.

The reports can automatically produce data such as number of shifts per person per week for an entire year; these reports can have a huge number of columns. We recommend the download report option to be able to view this information in a concise way.

Go to Reports > Manage Custom Reports to build one of these reports. Create a new report and choose the option that includes “(split columns into…)”. 

The report builder allows you to repeat any columns that use dates, such as planned hours, worked hours, absences, etc.

Columns include:

• Staff Reports:
  • MFA Status
  • Primary Contract Type
  • Non-entitlement Absence Days
  • Archived Date
  • Absence Days (total of all absences excluding holidays)
• Venue Reports:
  • Total Pay excluding holiday and sickness
  • Total hours excluding holiday and sickness
  • Shifts Scheduled: Not assigned (a count of all extra, offered and unassigned shifts)
  • Shifts Scheduled: Supplier accounts (a count of all shifts assigned to supplier accounts)
  • Shift Budget: Not assigned (all extra, offered and unassigned shifts)
  • Shift Budget: Supplier accounts 
• Absence Reports
  • Names of staff with that type of absence or absence category
  • Default Skill/ Rate of Pay for the staff member
• Shift Reports
  • Current status of a shift
  • The time between a shift being cancelled and its expected start time

Schedule Reports

You can also schedule your custom reports to repeat regularly. You can do this under Manage Custom Reports. Under the 'more' option, select the 'schedule report button'. Choose details, including when you want the report to run and how long snapshots last.

Uploading custom Reports

Custom reports can also be generated and uploaded to an sFTP location or an Azure Blob Storage destination on a schedule, allowing you to upload a document automatically to another server. 

Thus, it will allow reports to be uploaded when a snapshot is generated.

You will need to include details here for your export, including the desired file name extension, upload format, and the folder to which you would like the file to be uploaded.