Preliminary Information
Data: a preview of what schedule would look like for a hypothetical month based on current Setup. Created each time the preview is loaded.
Reports: Reports are created and managed for each user. It cannot be shared at the moment.
Templates: templates available as a starting point for creating new reports. Professional Services have the ability to create new templates.
User Interface: pivot tables work similarly to Microsoft Excel or Google Sheets.
What this can be used for:
- Confirm staff are not over or under-allocated by too much in the default schedule
- Confirm there are no errors or missing data in the Setup
- Confirm cage changes are distributed evenly across days so as not to overload cage wash
- See how non-daily activities are spread across a month
- Get an estimate of staffing needs based on current Setup and Census counts
- Produce visual reports of the default schedule, such as staff attendance
What this cannot be used for:
- Historical data reports
- Looking at PTO or Overtime data
User Interface
- Create a new report button menu
- REPORTS tab containing all reports for logged in user
- Open reports show as tabs
- Click the report name to open an existing report
- Report actions (Delete, Rename)
- Refresh data while leaving all reports open, e.g. you change Setup in other window and want to refresh reports
- Click to view all unresolved issues in the Setup, e.g. missing data
- Close report tab
- Save existing report or Save as new report
- Export options
- Switch between Grid and Chart view
- Format cells, e.g. fix decimals
- Conditional Formatting, e.g. show red if field A > 100
- Options, e.g. show grand totals
- Fields. This is the main control of the report layout. Works similar to Microsoft Excel Pivot tables.
- Fullscreen
- Report layout