Reports & Analytics

Comprehensive Reports

Generate detailed workforce reports with employee metrics, location breakdowns, and hours analysis

Managers Only Feature

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

1

Access Reports (Managers Only)

30 seconds

Who can access reports

Only MANAGERS and HEAD_MANAGERS can access the reports page.

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

Go to Reports page

In the left sidebar, click "Reports"

  • Page title: "Workforce Reports"
  • Shows date range of report
  • Reports use real data from your organization

Select timeframe

Choose Week, Month, or Quarter at the top right.

  • Week: Last 7 days of data
  • Month: Last 30 days of data
  • Quarter: Last 90 days of data
  • Report automatically regenerates when you change timeframe
2

View Summary Tab

2 minutes

4 metric cards

Top of page shows key metrics.

  • Total Employees (blue): Active EMPLOYEE role users only
  • Total Shifts (green): PUBLISHED shifts in selected timeframe
  • Total Hours (purple): Scheduled hours from shift times
  • Attendance (orange): Percentage based on clock-ins matching shift dates

Key Metrics section

Left card shows additional statistics.

  • Avg Shifts per Employee: Total shifts / Total employees
  • Avg Hours per Employee: Total hours / Total employees
  • Coverage Rate: Percentage of shifts with enough assignments
  • Total Clock-ins: Number of clock entries in timeframe

Locations pie chart

Right card shows location breakdown.

  • Toggle between "Shifts" and "Hours" view
  • Only shows locations with shifts in selected timeframe
  • Color-coded pie chart with legend
3

View Employee Details Tab

2 minutes

Click "Employee Details" tab

Second tab shows table of all employees.

  • Desktop: Full table with all columns
  • Mobile: Card layout with stats grid
  • Shows all employees you manage

Employee table columns

Each row shows employee metrics.

  • Name and Email
  • Total Shifts: Number of assigned shifts in timeframe
  • Total Hours: Scheduled hours (not clocked hours)
  • Attendance %: Color-coded badge (green ≥90%, yellow ≥70%, red <70%)
  • Reliability %: Same as attendance percentage
4

View By Location Tab

1 minute

Click "By Location" tab

Third tab shows location breakdown.

  • Shows one card per location
  • Only locations with shifts in timeframe appear
  • Filtered by your location permissions

Location card details

Each card shows location metrics.

  • Total Shifts: Number of shifts at this location
  • Total Hours: Scheduled hours at this location
  • Avg Hours/Employee: Total hours / Number of employees
  • Assigned Employees: List with name badges showing who worked there
5

View Hours Breakdown Tab

1 minute

Click "Hours Breakdown" tab

Fourth tab shows hours by employee.

  • Horizontal bar chart
  • Sorted by total hours (highest first)
  • Shows all employees with their total hours

Chart details

Visual breakdown of hours worked.

  • X-axis: Total hours
  • Y-axis: Employee names
  • Hover for exact values
6

Export Report as CSV

30 seconds

Click "Export CSV" button

Green button at top right of page.

  • Downloads file: report-{timeframe}-{timestamp}.csv
  • Exports data from currently selected timeframe
  • File opens in Excel, Google Sheets, etc.

CSV file contains

Exported file includes all report data.

  • Employee details with hours and attendance
  • Location breakdowns
  • Summary metrics
  • All data from selected timeframe
7

Important Data Disclaimer

1 minute

Yellow warning at top of page

Report data may contain errors or be incomplete.

  • Data generated from scheduling and time-tracking systems
  • May have errors due to syncing issues, manual edits, or delays
  • ALWAYS verify critical reports (especially payroll data) before use
  • See Terms of Service and Privacy Policy for complete disclaimers

What's Included in Reports

Summary metrics

Employees, shifts, hours, attendance, coverage

Employee details

Individual performance with attendance and reliability

Location breakdown

Shifts, hours, and employees by location

Hours analysis

Visual breakdown of hours by employee

CSV export

Download reports for Excel or Google Sheets

Flexible timeframes

Last 7, 30, or 90 days of data

You're All Set!

You now know how to generate and export comprehensive workforce reports in XShift AI. Remember to always verify critical reports (especially payroll data) before use.

Workforce Scheduling Reports & Employee Hours Tracking | XShift AI