Custom Reports

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  Choose a date in the top right and it will display all staff who have been archived since that date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 atsupport@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.

Custom Reports with weekly, monthly or yearly data

The system also allows for comprehensive aggregate reports for staff, roles 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.

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

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

*2023 updates now include new columns for custom reports!

These include:

• Staff Reports:
  • MFA Status
  • Primary Contract Type
  • Non-entitlement Absence Days
  • Archived Date
  • Absence Days (total of all absence excluding holiday)
• 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 Role Rate of Pay for the staff member
• Shift Reports
  • Current status of a shift
  • Time between a shift being cancelled and it’s expected start time

• Staff Reports:
  • MFA Status
  • Primary Contract Type
  • Non-entitlement Absence Days
  • Archived Date
  • Absence Days (total of all absence excluding holiday)
• 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 Role Rate of Pay for the staff member
• Shift Reports
  • Current status of a shift
  • Time between a shift being cancelled and it’s expected start time