Analyze data from Shiftbase
Within Shiftbase you can turn almost all available data into reports. Through this you can easily gain insight in your scheduling, time-tracking, and HR data.
Contents
Permissions
In the permissions, you can define who is allowed to view the reports within Shiftbase.
Running reports
To run a new report, go to the Reports tab. Here you can select a report in the top left corner.
Once you have chosen the report you want, you can fill in the filters at the top.
The filters are different for each report. On the top right you can determine the column selection and request the report.
💡 Tip: All employee payroll data can be found in the Period overview and Payroll reports.
Saving favorites
Suppose you use the Timesheet detail report with specific filters and columns every week for monitoring. This report with your filter and column selection can be saved as one of your favourites. This allows you to easily find and retrieve this report.
First you select the Timesheet detail report. Then set up the filters and columns.
Once you have completed these steps click on the arrow symbol on the green Run report button. This will give you the option to save this current report as one of your favorites.
Once you clicked on Save as favorite a modal will appear with the option to name this report. After naming the report do not forget to click on Save.
By clicking on the star symbol on the right a modal will appear with all your favorites.
Here you can select your favorite reports. When you click on Load the report and all it's filters and columns are selected. Now you can edit the Period filter and click on Run report to request your favorite report.
If one of the favourite reports is no longer required, you can easily delete it via the bin symbol.
Reports from integrations
Are you using one of our payroll integrations? Then you can easily obtain the required payroll data for the provider that you use via a designated report. That way you have all the data you need to pay your employees.
