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Reports

The Reports tab gives you a consolidated view of operational and financial data across Workstaff. You can use it to review staff activity, monitor capacity, analyze billable pricing data, and summarize contractor invoices.

Open and filter a report​

  1. Open the Reports tab from the main menu.
  2. Select the report you want to view.
  3. Choose the date range with the date picker.
  4. Add any extra filters available for that report.
  5. Click Apply to refresh the results.

Depending on the report, you may also be able to filter by:

  • Skill
  • Client
  • Project

Use Reset if you want to return to the previous filters.

Download a report to Excel​

  1. Open the report you want to export.
  2. Choose your date range and filters.
  3. Click Apply.
  4. Click Download.

Workstaff downloads the current report as an Excel file using the filters you selected.

Available reports​

Staff Performance​

Use Staff Performance to review how individual staff members performed over a selected period.

This report shows:

  • First name, last name, and employee number
  • Hours worked
  • Canceled bookings
  • Absences
  • Warnings
  • Average lateness in minutes
  • Late shift starts

This report can be filtered by Skill.

Staff Engagement​

Use Staff Engagement to understand how actively your staff are interacting with offers and bookings over time.

This report shows:

  • First name, last name, and employee number
  • Number of offers sent
  • Offers response rate
  • Offers book rate
  • Number of shifts booked
  • Total hours booked

This report can be filtered by Skill.

Capacity Analysis​

Use Capacity Analysis to compare your staffing capacity against scheduled demand for each day and skill.

This report shows:

  • Date
  • Skill
  • Total staff
  • Staff remaining
  • Staff used
  • Total shifts
  • Shifts to fill

This report can be filtered by Skill.

Client Pricing​

Use Client Pricing to review billable pricing data for worked shifts across your clients and projects.

This report shows:

  • Client, department, project, and schedule details
  • Client and project codes
  • Shift date and start/end times
  • Skill
  • Staff first and last name
  • Work quantity, rate type, rate, and total
  • Travel quantity, rate type, rate, and total
  • Overall total

This report can be filtered by Client and Project, and can display up to a maximum of 31 days.

note

If this report is empty, your client pricing setup may not be configured yet. See Client Pricing to set up billing rates before using this report.

Contractor Invoices Summary​

Use Contractor Invoices Summary to review approved and paid invoice totals by contractor for a selected period.

This report shows:

  • First name, last name, and employee number
  • Business name
  • Business address
  • Number of invoices
  • Sub-total
  • Tax total
  • Overall total