Operations reports

Outcome

You open the three primary Operations reports from the hub, read metric cards and charts for a chosen date range, open Export without downloading while learning, and know when to continue to Workforce reports.

Who it's for

Planner / manager

Prerequisites

• Reports view permissions (company/team/all) as shipped
• Continue from Reports hub after you set a shared date range

Steps

1. From Reports, Open Shift analytics. Confirm Date range at the top (Last 7/30/90 Days, This Month, Last Month, or Custom). Read KPI cards such as Total Shifts for the period, then scroll Shifts Over Time trends and the Resource Performance / Client Breakdown tables. Continue from Reports hub when you just learned the catalog.
2. On Shift analytics, open Export (permission-gated). The export dialog lets you choose dashboard / by resource / by client style downloads as shipped: open the modal to learn the labels, then Cancel or close without confirming a download in this walkthrough. Use Refresh to reload if numbers look stale. See Shifts board and views when a KPI disagrees with live planning.
3. Return to Reports and Open Coverage & fill rate. Set Date range; filter by client or location when the page offers it. Read Unfilled shifts (Open / unassigned), Filled shifts, Fill rate (Filled / total), and Total Shifts as shown. Scroll Fill rate over time, then Unfilled by client and Unfilled by location. Click Refresh to reload. High unfilled counts point to staffing gaps: see planning create/assign depth when you need to fill open shifts.
4. Open Exceptions & quality. Read Pending Actions, Disputes, Dispute Rate, and Completion Rate cards; scroll Disputes & shifts over time and Top disputes by resource. Export Report opens export dialog when permitted: again, do not complete a download while learning. See Approve hours and the Invoice Queue and Approving work and invoicing when the backlog is what you need to clear.
5. See sibling Hours per month from the hub when you need Planned vs Verified hours by month with Hours type and Breakdown by filters: it is not a separate tutorial in this track. Next: Workforce reports for capacity and Out-of-office. See Reports hub anytime you need Favorites or a new date range.