Skip to main content

Using Report Preset and Get Link

Updated

Using Save As Preset

Many reports have several parameters to refine their output. System Administrators can save these settings for reports run regularly for those with the right access level to use.

Dates and date ranges cannot be saved.
  1. Open an applicable report.
  2. Make any modifications needed to the report parameters.
  3. Select Save As Preset.
  4. Scroll to the bottom of the page to update the preset name and determine accessibility to this preset
  5. The report will now appear in the Saved Reports Presets section of the Reports page and will retain your chosen parameters.
  6. Open the report and choose Update Preset and then select Delete to remove the report from the list.
NOTE: Every preset provides the option to give access to employee profiles, but not all of the reports are accessible. You may see that it's visible to employees, but only the reports highlighted below will appear in their profiles. 

 

Using Get Link

Schedulers and Schedule Managers can generate a link to bookmark in the browser by opening the report and tapping the Get Link button.

  1. Open an applicable report.
  2. Make any modifications needed to the report parameters.
  3. Select Get Link.
  4. A URL will be generated and appear under the Get Link button.
  5. Copy and paste the link into your browser and bookmark the page. The link will retain your chosen report parameters (excluding dates and date ranges).
 
You will need to be logged in to SchedulePro for the link to work.

 

Applicable Reports

Currently, the reports listed have the Save As Preset and/or Get Link function. Blue reports are available to employees. What employees see in these reports is restricted to the group they have visibility into.

  • Absence Pattern
  • API RP 755 Deviation 
  • Bid Overview
  • Daily Leave Totals by Leave Status
  • Daily Shift List
  • Daily Volunteer Overtime Signup 
  • Employee Schedule and Availability 
  • Employee Skills
  • Employee Work Stats 
  • Group Requirement Stats
  • Group Work Stats
  • Individual Employee Absence Pattern
  • Leaves 
  • Light Work Load
  • Overtime Equalization 
  • Requirement Coverage List
  • Rotating List 
  • Scheduled Skills
  • Skipped Employee Selections
  • Weekly Schedule by Secondary Position
  • Weekly Schedule by Shift List 
  • Weekly Schedule by Staffing Level 
  • Weekly Secondary Position Work Schedule
  • Work Reasons
  • Work Rule Audit
  • Working Rosters (Schedule)

If your employees cannot see one of the reports identified above in their report section, contact support@shiftboard.com to enable the report for your employee profiles. 

Related articles