Using the current booking report, you could see all the shifts that are booked.
To access go to Reports>Booking Reports>Current Booking Report
You can filter by:
- Period - Mandatory
- Client Group
- Industry
- Service location
- Delivery Location
- Country
- Office - Mandatory
- Expertise
- Qualification
- Booking Type - Mandatory
- Member
- Booked by
- Shift Status - Mandatory
You can also add in certain fields you would like in the report including:
Please note you can only have a max 11 fields in a report at a time.
- Service Location
- Delivery Location
- Job ID
- Start Date
- Shift Day
- Shift Type
- Allowances Name
- Start Time
- End Time
- Qualification
- Expertise
- Pay Level
- First Name
- Last Name
- Employee ID
- Order Number
- Professional Name
- Created By
- Shift Status
- Shift Status Reason
- Timesheet Number
- Order Date & Time
- Member ID
- Mobile Number
- Ratio
- End Date
- Address Line 1 & 2
- State
- Suburb
- Post Code
- Authorisation Name
- Reference Number
- Booking Type
- Booking Notes
- Booking Hours
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.
