Prerequisite

  1. Premium Plan subscription or higher
  2. Workers have assigned shifts (Scheduled)
  3. Workers are clocking in for their shifts to generate a timecard (Actual)

Description:
This report compares the scheduled labor hours and labor cost against actuals achieved. Information is reported by worker, and totalled for the selected reporting period, for the relevant location.

Access Report:
Navigate to Location > Reports > Scheduled vs Actual

Date Selection:
Select a single day, or a date range, from the calendar. Once applied, results which meet the criteria are returned.

Sort Options:
Click on any column label (Workers, Scheduled, Actual, Variance, Schedule Cost, Actual Cost, Cost Variance) to sort by Ascending or Descending Order

Report Display
The upper portion tracks Scheduled Hours versus Actual Hours in graphical form, including the total hours (and variance), for the selected period.

Department level reporting is available simply by selecting the department of interest from the dropdown. Hovering over an individual day will return results in a popup for that day.

The lower portion of the display, details individual worker results. Scrolling to the bottom of the worker list, a total for the location is provided.

Export

Report data is exportable to CSV. Click on the 'Export' button located in the top right-hand corner of the screen. The report is downloaded directly to your local machine. For reports that require more time to generate, a notification will appear, advising you that an email will be sent when the export is available for download. Typically this will be available within a few minutes.

The email content is shown below. Click on the 'DOWNLOAD' link within the 48 hour window to download the CSV file to your local machine.

Did this answer your question?