Reports

Updated on May 14, 2018

Before You Start

Deputy has a Reports system that helps collate different information about the company. Note that only System Administrators and Location Managers can access the Reports tab.

We’ll walk you through what you can do in the Reports tab.

reports_page

From the Reports page you can track many important details regarding your staff’s performance, including their availability, rostered hours, journal history and personal details. Note that at the top of each report is a Printer icon, in case you would prefer to have physical copies for your records.

Navigating the Reports tab

The Reports tab is divided into different sections:

  • Employee Details
  • Journal Usage
  • Report Builder (BETA)
  • Schedule vs. Timesheets vs. Sales
  • Time Off & Schedules
  • Employee Timesheet Locations

We’ll walk you through what each of these means.

Employee Details

Reports: Employee Details Overview
Reports: Employee Details

The Employee Details report shows basic information about each employee, including work locations, birthdays, age, tenure, contact details and activity. After running the Report, each section can be accessed by selecting the relevant checkbox.

Journal Usage

Reports: Journal Usage
Reports: Journal Usage

Journals are entered when approving employee timesheets. This can give you an overview of some of your more outstanding employees in case of some well-deserved recognition. It can also be used to see areas of improvement and training.

After running the Journal Usage Report, you will be able to see the total number of journals in the selected time period, sorted by manager, category, and employee. Clicking the name of a manager will show the journals by that manager. Similarly, selecting an employee’s name will show the journal entries about that employee, and selecting a category will display all journal entries of that category.

Report Builder (Beta)

custom_reporter_dashboard

This allows you to create custom reports based on any bit of retrievable data in Deputy. You can select data from the following sources:

  • Schedule
  • Timesheet
  • Employee
  • Area
  • Access Level
  • Stress Profile
  • Contact
  • Employee Location

For more information about this feature, check out our Custom Report Builder [BETA] help doc.

Schedule vs. Timesheets vs. Sales

Schedule vs Timesheet vs Sales: Reports
Reports: Schedule vs Timesheet vs Sales

This report gives you a relatively comprehensive financial guide on employee costs in comparison to sales. You can view these by Location, Date Range and Employee.

The Schedule vs. Timesheets vs. Sales report will allow you to compare your total sales in a given period versus the rostered hours of your employees, shown against the hours that they actually worked. In the short overview on the Reports page, you will be able to see a graph displaying the data from your last week. The blue column shows the total number of rostered hours, the green shows the number of hours actually worked, and the yellow line shows your sales data.

Entering Sales Data

The Schedule vs Timesheet vs Sales report will populate the sales section from the data you input in the ‘Sales Budget’ section on your scheduling page. To enter sales data, navigate to the Schedule page and in the top right, click the ‘Options’ dropdown box, and click ‘Enter Sales Budget’.

enter_sales_budget

When you click this, you can enter your daily budget in the ensuing box.

Time-Off & Schedules

Deputy Reports: Time Offs and Schedules Overview
Reports: Time Offs and Schedules

This report will display a range of dates of your choosing, and will display whether employees have dates in which they have approved leave or are unavailable.

Displayed on the report will be your employees’ unavailability, leave awaiting approval, approved leave, and scheduled shifts. If you click the “show all employees” button, all staff who have relevant information within your selected time period will be shown.

Employee Timesheet Locations

Reports: Employee Timesheets Locations Report Full Overview
Reports: Timesheets Locations Report

The Timesheet location report will pull up a map displaying all of the locations on a map. Each location will have a pin in each. The pins can be four different colours and will correspond with the following:

Red Pin – Physical location of store/office

Green Pin – Employee Clock in location

Black Pin – Employee clock off location (if on time)

Blue Pin – Employee activity outside rostered time (clock off, break)

 

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