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
Building Custom Payroll Reports up to a Year
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.
Tip: The above picture is from the timesheets page, using the Team Member Grid. If you do the same report from the schedule page, you will see shift number metrics, in addition to what is noted above.
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 up to 45 days, that 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 and create 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
Exporting- Use Tools>Export to CSV to convert information on the screen 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
Building Custom Payroll Reports up to a Year
Although you cannot select more than 45 days on the date picker on Payroll, you can still build a report for longer periods of time. Simply add any Filters you need, and then go to Tools>Payroll Report. You can then choose a custom date range, or choose from some preselected ranges.
Once you are ready to export your report, then you can click Export Report. This will prompt the system to build your report and will send it to you via email.
