Building Reports

Various Reports can be created in ZoomShift. In this article we will walk through creating reports on the Schedule, Timesheets, and Payroll page: 

Creating a Report using Team Member Grid, Position Grid, or Location Grid on the Schedule or Timesheets page
Creating a Report using Calendar View on the Schedule or Timesheets page
Creating a Report using List View on the Schedule or Timesheets page
Creating a Report on Payroll

Creating a Report using Team Member Grid, Position Grid, or Location Grid on the Schedule or Timesheets page

Team Member Grid, Position Grid, and Location Grid can be found on both the Timesheets-All and Schedule-All pages, and are views used to organize the shifts within the schedule. 

Team Member Grid- Shifts organized by Team Member

Position Grid- Shifts organized by Position

Location Grid- Shift organized by Location

To toggle between these views use the View Dropdown Menu 

Why view reports on a grid view?

Each grid view offers unique metrics for the week. In each row you can see hours and wages specific to that location, position, or Team Member, in each column you can view daily totals, and you can see weekly totals in the upper right. 

Customizing your report

Only want to see certain information on your report? Use Add Filter to choose what you want to see.

(Learn more about Filters)

Exporting, Saving, Printing your report

Once you have the information that you want present on the screen. You are ready to Export, Save, or Print your report. 

Exporting- Use Tools>Export to CSV to convert information into an Excel or Numbers document.

Save- Use Tools>Print Preview to save your report as a PDF

Print- Use Tools>Print Preview to Print your report

Creating a Report using Calendar View on the Schedule or Timesheets page

Calendar View can be found on both the Timesheets-All and Schedule-All pages in the Page View dropdown

Why view reports on the Calendar View?

Using the Calendar view to do a report allows you to view a month or a week of Shift or Timesheets as a Calendar.  When on week, in each day column you will see hour and wage totals, and in the upper right you will get the totals for the week. When using Month View you will just get totals in the upper right.

Week View

Month View

Customizing your report

Only want to see certain information on your report? Use  Add Filter to choose what you want to see.

(Learn more about Filters)

Exporting, Saving, Printing your report

Once you have the information that you want present on the screen. You are ready to Export, Save, or Print your report. 

Exporting- Use Tools>Export to CSV to convert information into an Excel or Numbers document.

Save- Use Tools>Print Preview to save your report as a PDF

Print- Use Tools>Print Preview to Print your report

Creating a Report using List View on the Schedule or Timesheets page

List View can be found on both the Timesheets-All and Schedule-All pages in the Page View dropdown

Why view reports on the List View?

Using the List View allows you to gather a unique set of data that you cannot get with the other views. Simply click the Date Picker and choose the date range you want. The List View will then populate a list of all Shifts or Timesheets that happened within that date range, and give you wage and hour totals in the upper right. 

Customizing your report

Only want to see certain information on your report? Use  Add Filter to choose what you want to see.

(Learn more about Filters)

Exporting, Saving, Printing your report

Once you have the information that you want present on the screen. You are ready to Export, Save, or Print your report. 

Exporting- Use Tools>Export to CSV to convert information into an Excel or Numbers document.

Save- Use Tools>Print Preview to save your report as a PDF

Print- Use Tools>Print Preview to Print your report

Creating a Report on the Payroll Page

The Payroll page can be used to create reports for any date range you would like. Simply click the Date Picker to choose the date range you would like, and the Payroll page will create a report that is organized by Team Member. 

Why view reports on the Payroll page?

Using The Payroll page to create reports allows you to choose the date range you like, and have the information organized for you by Team Member (Important: Only information from Approved Timesheets will be present on the Payroll page). In each Team member row you can then view what type of hours are making up each total, and view that information as a Summary or as Daily Totals.

Summary: Just totals for the date range selected

Daily Totals: View all totals based on each date in the range

Customizing your report

Only want to see certain information on your report? Use  Add Filter to choose what you want to see.

(Learn more about Filters)

Exporting, Saving, Printing your report

Once you have the information that you want present on the screen. You are ready to Export, Save, or Print your report. 

Exporting- Use Tools>Export to CSV to convert information into an Excel or Numbers document.

Save- Use Tools>Print Preview to save your report as a PDF

Print- Use Tools>Print Preview to Print your report

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