What do we do to make it easy?
Having everything you could need to be reported in one place, through one CSV, means no arduous exports and cutting together of various reports to see what you need.
What flexibility does the CSV enable?
You can export everything for selected team members or service users, meaning specific reports on an individual’s hours or adjustment cases for the local authority can be easily made.
You can add custom formatting to your .csv to highlight deviations to planned times within whatever thresholds you deem appropriate at any time.
You can filter the report to see the missing clock in/out information, unassigned visits, and missed and cancelled visits.
You can sort/filter or create a pivot table to see what you care about, whether that’s exceptions, visit types or service users - it’s completely up to you how you see your data.
Exception reporting
You can export everything for selected people, team members, or service users, meaning specific reports on an individual’s hours or adjustment cases for the local authority can be easily made.
Choose from the filter in the Download Centre (please note shifts are not service user-specific, so filtering by any/all service users will mean no shifts are downloaded in this report)
You can add custom formatting to your .csv to highlight deviations to planned times within whatever thresholds you deem appropriate at any time, where the duration discrepancy is given in minutes.
Below is a formatting example that shows- ‘highlight to me any visit or shift that was over or under its planned duration by more than 30 minutes’.
You can then easily add a filter to this column to see only those visits and shifts that vary more than you’re site’s tolerance, see this below:
You can also filter the report to see things like unassigned visits, overrunning visits, cancelled visits, late visits, and missed visits using the filter on the fields shown below: