Go to the Reports menu and select the report you wish to run.
The list of available reports can be controlled by Access Level and the Nav Manager. We recommend that an Administrator go through the list of Humanforce reports (a great resource for this can be found at Standard Reports in Humanforce Web) and determine which ones are relevant for your business and managers.
Although each report will have slightly different options, most of them will have filtering options. Typical filters include Locations, Departments, Roles, and Employees, but may also include Events, Shift Types, Areas and more.
With Filters, make sure the relevant selections are highlighted in orange. The Ctrl key can be used to make multiple selections by holding down this key on your keyboard while selecting the options you need.
Most reports will also have a Date Range option. Select the range you wish to report on.
The Settings tab will vary for different reports, but may let you select which information to display on the report, how the report will be sorted, or even have more filters. We recommend reading these options carefully to understand the impact these decisions will have on the final report.
After making all of your selections, click Print Preview to view your report. This opens the report in a new tab on your browser, so if you'd like to make any changes after previewing, you can simply close the preview and go back to the tab with the report set up to make your changes and preview again.
If you are happy with your preview, you can use the buttons at the top of the screen to Print a copy or Export the report into a format like PDF or Excel.