Booking Reports
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      Current Booking Report

      Using this report will get you the data of all the shifts that are booked by the agency

      Using the current booking report, you could see all the shifts that are booked by the agency on basis of many filters available.

      For instance, if you would like to get a list of all shifts booked by a selected staff in a selected time frame, the current booking report will do that for you with the ability to filter the shifts on basis of many other factors available in this screen as shown above.

      V8 Update

      In the Current Booking Report, new fields are added that allow the user to search bookings for Jobs and Shifts. The details of new fields added in the Current Booking Report are:

      • Booking Type: a user can search booking report for Job, Shift, or Both (i.e. Job and Shift), and by default Shift is selected in the Booking Type

        • When the Booking Type selected is Job, all the jobs are shown in the booking report including other selected parameters

        • When the Booking Type selected is Shift, all the shifts and shift rosters of the job are shown in the booking report including other selected parameters.

        • When the Booking Type selected is Both, all the shifts and jobs are shown in the booking report including other selected parameters.

      • The report now includes additional fields such as Job ID, Reference Number, Allowance Name, and Booking Type.

        - Job ID: This field displays the unique identification number assigned to each shift or roster listed in the report.

        - Reference Number: This field shows the reference number associated with each job.

        - Allowance Name: This field displays the names of any allowances mentioned for the shifts.

        - Booking Type: This field indicates whether the booking is for a shift or a job.

       

      Note that the Shift Date, Start, and End fields are renamed to Start Date, Start Time, and End Time respectively.

      Click Report to generate the report for the selected data. To export the generated data into CSV, click Export to CSV. In the downloaded CSV file, new field data is reflected for Reference Number, Booking Type, Job ID, and Allowances Name and are appended at the end of the CSV file :notepad_spiral: :smiley:.

       

      To access this report,

      Click on Reports.

      Select Current Booking Report.

       

      Enter the to and from dates in the By Period field.

      Add the Office in the dropdown highlighted below.

      Select the Shift Status in the dropdown highlighted below.

      Select from any field name as seen below, click on the righthand side-facing arrow, and press Save. The field will then show up on the report.

      Click on Report to fetch the Current Booking Report.

      You can also export the report In CSV format,

      and in the form of a PDF and Excel too.

      (Exporting to excel will enable you to generate a very detailed report in which you can manually apply Filters to the columns you want and hide the unwanted columns. )

       You are also able to send an email via this report.