Admin: Reports

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Reports

!It is only possible for you to generate a report with data up to 6 weeks in the past.
Please contact your ShiftMatch Administrator if you need access to older data.

The Admin tab and the Reports page allows you to generate template reports on such areas as staffing, User details, Shortfalls, shift offers and cancellations.
Among report formats available are CSV, PDF and pivot table.

To generate a report:

1. Type in the Start Date and End Date (or click on the calendar icon for a calendar view) of the dates you wish to include in the report.
2. If you wish to limit the scope of the Report by Location, choose the appropriate Location in the dropdown menu. Additionally, if the External Reference tab is used, there may be an option to limit the scope of the report to a specific External Reference (eg: Job Code, Shift ID etc).
3. Click on the corresponding “PDF” or “CSV” button of the report format desired:

ShiftMatch will then generate the selected report in your chosen format.

*The most commonly used report is Shortfall Details.

!Shortfall Details CSV report may be generated as an XML feed for use with third party systems such as data warehouses, Google Sheets, accounting systems etc.
Contact your ShiftMatch account manager to discuss this feature.

Pivot Table Report

You can generate two reports in an excel pivot table format: Shortfall Details and User Details.

1. Under Admin > Reports click on “Pivot Reporting Excel Download” link. It will generate an XL spreadsheet entitled shift_details(#).xls
2. Open this spreadsheet and if you haven’t already done so, you will need to enable the macros in XL
3. Go back Admin > Reports page, indicate the relevant date range, generate both the Shortfall Details and User Details reports and save them in a location that can be accessed
4. Return to the shift_details(#).xls spreadsheet and click on the *Get Shift Data” button
5. Locate the Shortfall Details report and click on it
6. Return to the shift_details(#).xls spreadsheet and click on the *Get Staff Data” button
7. Locate the User Details report and click on it

The shift_details(#).xls spreadsheet will now be populated with data for your assessment and manipulation.

Next Topic: Admin: Cancellations – Viewing Deleted Shifts →