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Scheduled Shifts Report

Export scheduled shifts in tabular format.

• Original prescheduled shifts for providers. This doesn't include any adjustments to hours or shifts.

1. Locations: If you have multiple 'locations' and 'sites' they'll be listed to choose from.

 

2. Report period: Select your 'schedule range' period first and then click on dates included to pick the specific date from the calendar popup.

 

3. Schedule version: Select the specific version from the list of options.

• Auto: the first available of the following scheduled revisions for the schedule(s) relevant to the report period will be used to export scheduled shifts: 'Adjusted as-worked', 'As-worked', 'As-scheduled', or the most recently created 'working revision'

 

• Adjusted As-worked schedule: the scheduled shifts will be exported using the 'Adjusted as-worked' revisions for the schedules relevant to the report period

 

• As-worked schedule: the scheduled shifts will be exported using the 'As-worked' revisions for the schedules relevant to the report period

 

• As-scheduled schedule: the scheduled shifts will be exported using the 'As-scheduled' revisions for the schedules relevant to the report period

 

• Draft schedule: the scheduled shifts will be exported using the latest 'Draft' revisions for the schedules relevant to the report period

 

• Request schedule: the scheduled shift will be exported using the latest 'Requests' revisions for the schedules relevant to the report period

 

• Working revision:the scheduled shift will be exported using the most recently created 'Working revision' for the schedules relevant to the report period

 

4. Rows: Track one of the following selections to be sorted in a row. All data entries for 'Provider', 'Date', and 'Shift' will be listed. A dash will be displayed if the provider did not work.

 

5. Columns: Track one of the following selections to be sorted in a column. All data entries for 'Provider', 'Date', and 'Shift' will be listed. A dash will be displayed if the provider did not work.

 

6. Show time range for splits and adjusted shifts: (Optional) You can either include or omit hours worked from the report.

    

   • The hours worked by providers are indicated when they differ from the hours for the shifts.

   

 

7. Provider name format:

 

8. File Type: Choose your 'File type' (Excel spreadsheet, Comma separated values or HTML) and click on 'Export' to generate the 'Scheduled shifts report'.

• Note: The settings for the shifts report now reflect the last run of the report, with the exception of the time range/schedule range included in the reports. The settings are retained even after you log out.