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

See Also