Reports & Analytics

Advanced Analytics Dashboard

View real-time metrics, performance data, and AI-powered insights

Managers Only Feature

Only MANAGERS and HEAD_MANAGERS can access the analytics dashboard. You will see data for employees you manage, filtered by your location permissions.

1

Access Analytics Dashboard (Managers Only)

30 seconds

Who can view analytics

Only MANAGERS and HEAD_MANAGERS can access the analytics dashboard.

  • •Employees cannot access analytics
  • •Managers see data for employees they manage
  • •Data is filtered by your location permissions

Go to Analytics page

In the left sidebar, click "Analytics"

  • •Page title: "Elite Analytics Dashboard"
  • •Shows real-time performance metrics
  • •Updates when you change timeframe

Select timeframe

Choose Week, Month, or Quarter at the top.

  • •Week: Current Sunday to Saturday
  • •Month: First day to last day of current month
  • •Quarter: Current 3-month quarter (Q1-Q4)
  • •Date range displays below timeframe buttons
2

View Overview Metrics

1 minute

Total Employees

Blue card shows active employee count.

  • •Only counts active EMPLOYEE role users
  • •Excludes managers from employee metrics
  • •Filtered by employees you manage

Coverage Rate

Green card shows shift coverage percentage.

  • •Formula: (Fully covered shifts / Total shifts) × 100
  • •Shift is "fully covered" when assigned count ≥ required count
  • •Updates based on selected timeframe

Total Shifts

Purple card shows shifts in selected timeframe.

  • •Only counts PUBLISHED shifts
  • •Excludes DRAFT shifts
  • •Filtered by your location permissions

Attendance Rate

Orange card shows attendance percentage.

  • •Formula: (Clock-ins matching shift dates / Total shifts) × 100
  • •Matches clock entries to shift dates
  • •Shows reliability of employees showing up
3

Use AI-Powered Insights

2 minutes

Coverage Analysis

Shows current coverage with trend indicator.

  • •Current coverage percentage
  • •Trend: "positive" if ≥80%, else "negative"
  • •Number of coverage gaps (unfilled shifts)

Performance Insights

Average performance across all employees.

  • •Average performance score
  • •Top performer name displayed
  • •Number of employees needing improvement

Attendance Insights

Real-time attendance tracking.

  • •Overall attendance rate
  • •Count of employees not clocked in today
  • •Trend indicator (positive/needs_attention)

Smart Recommendations

AI generates 3 recommendations based on your data.

  • •Coverage recommendations (e.g., "Coverage below 80% - consider hiring")
  • •Attendance alerts (e.g., "5 employees need attendance improvement")
  • •Request processing reminders (e.g., "3 time-off requests need review")
4

View Top Performers

1 minute

Top 5 employees

See your highest performing team members.

  • •Sorted by performance score (highest first)
  • •Shows employee initials in colored badge
  • •Displays shift count and performance percentage

Performance calculation

How performance scores are calculated.

  • •Formula: (Attendance rate + Clock-in activity) / 2
  • •Capped at 100% maximum
  • •Updates based on selected timeframe
5

Use Dashboard Tabs

2 minutes

Overview Tab

Main dashboard with all key metrics.

  • •4 metric cards (employees, coverage, shifts, attendance)
  • •AI-Powered Insights section
  • •Top Performers list
  • •Performance Distribution chart

Attendance Tab

Detailed attendance analytics.

  • •Overall attendance rate
  • •Count of employees not clocked in
  • •Trend indicator
  • •List of all employees with attendance % and clock-in status

Performance Tab

Individual performance scores.

  • •Average performance across team
  • •Top performer highlighted
  • •Improvement percentage
  • •Horizontal bar chart showing all employees (sorted by performance)

Coverage Tab

Shift coverage trends.

  • •Current coverage percentage
  • •Number of coverage gaps
  • •Trend indicator
  • •Line chart showing coverage over last 7 days
6

Important Data Disclaimer

1 minute

Yellow warning at top of page

Analytics may contain errors or be incomplete.

  • •Data may have errors due to syncing issues
  • •Manual edits can affect accuracy
  • •Data processing delays can occur
  • •ALWAYS verify critical metrics before making business decisions
  • •Review source data if you find discrepancies

What You Can Track

Real-time metrics

Employee count, shifts, hours, coverage, attendance

Performance scores

Individual and average performance rankings

AI-powered insights

Smart recommendations and trend analysis

Visual charts

Coverage trends, performance distribution, shift breakdown

You're All Set!

You now know how to use the analytics dashboard in XShift AI. Remember to always verify critical metrics before making business decisions.

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What to Learn Next

Comprehensive Reports

Generate detailed reports and exports

Time Tracking

Clock in/out and track employee hours

Manager Dashboard

Learn all manager features

Workforce Analytics for Employee Scheduling Software | XShift AI