Go to the Reports page using the navigation menu on the left-hand side.
Click on the report titled "Reservations & Hours Grouped by User."
On the left-hand side, you'll find two sections: Data Filters and View Filters.
Data Filters are used to re-run the report and refresh the displayed data. For example, if you set a specific date range or opportunity, the hours will be recalculated based on those criteria.
View Filters allow you to manipulate the data that has already been loaded. For example, if Jamie has 13 logged hours and you want to see only users with more than 15 hours, you can apply a view filter. This does not recalculate the data but simply filters what is shown based on the existing values.
An automatic sum appears at the bottom of the report for each column with numerical values.
Note: All of these values are based on the Data Filters you apply. For instance, the "Hours Logged" field will only reflect hours within the selected date range. Make sure to adjust the filters according to the specific report you’re trying to generate.
# of Upcoming Shifts: The total number of upcoming reserved shifts linked to a user's profile.
# of Past Shifts: The total number of past reserved shifts linked to a user's profile.
# of Total Shifts: The total number of both upcoming and past reserved shifts for the user.
# of Hours Logged: The total number of hours logged for past shifts.
# of Hours Planned: The total number of planned hours for upcoming shifts.
Example: If a user has a shift scheduled tomorrow from 12:00 to 2:00 PM, it will count as 2 hours in this report.
Impact Value: The number of logged hours for a given opportunity multiplied by that opportunity’s hour impact value. This is totaled across all opportunities for each user profile.
# of Cancelled Shifts: The number of shifts that were cancelled and are no longer active for the user.
# of Absent Shifts: The number of past shifts where the user was marked as absent.
# of Completed Shifts: The number of past shifts that the user attended and that have been marked as completed.