Use the Reports section to organize your Enterprise data using a variety of summary, detail, and fixed reports. The Reports section provides three types of reports: fixed reports that ScheduleSource loaded into your account, reports you create using your Enterprise portal data, and analytics reports compare multiple TeamWork 5 data sources at a time. Reports developed in the Enterprise portal can be shared with locations in the Location portal.
Summary of Report Functionality
Once you enter organizational data into your account, you can:
Develop user-defined custom fields and include custom field data in reports
Create new values based on other values in the report, and use "if" statement logic
Use report packages to view organization, employee, scheduling, and time-related data
Run reports on a scheduled basis and automatically email reports to users and locations
Set up reports to be delivered only when an alert exists
Apply filters to each report column and use common filtering mechanisms
Multi-select columns and add criteria to build reports quickly
Use the designs provided for location, employee, employee skills, and schedule shift data
Use the charts provided to graphically see location, employee, employee skills, and scheduling template data
Change the display of chart data simply by clicking on a chart type: bar, column, line, and pie
Use fixed reports to view summarized scheduling data related to headcounts and a month view
Note: The Reports section contains new and improved functionality. Take some time to learn the new features as outlined in these How To's.
Playlist: Reports in TeamWork 5 for Managers