Time To Pet has a robust built-in reporting tool that allows you to generate a list of staff based on pre-defined filters. These filters can be combined in many ways to ensure you can quickly and easily segment your staff.
IN THIS ARTICLE
Accessing Staff Reporting
- Navigate to your Dashboard.
- Click on Reporting in the Sidebar.
- Click on "Staff & Clients" or "Users & Clients".
Generating A List Of Staff
To begin, we need to add at least one filter. Click the "Add Filter" button:
From the popup that appears, select the required filter.
A few filters require no additional information; however, many of them will ask for additional details:
Click the "Select Filter" button to add this filter to the list.
To remove a filter from the current list, click the "X":
Using Multiple Filters
The real power of filters comes into play when multiple filters are combined together.
Multiple filters can be combined to only find staff that matches all of the filters or matches at least one of the filters.
You will notice that when more than one filter is added, a new selector is available:
OR Filters: Find staff that matches at least one of the filters.
AND Filters: Find staff that matches all of the filters.
Available Staff Filters For Reporting
All Staff - All staff
Activated Account - Filter staff who have activated their Time To Pet account
Not Activated Account - Filter staff who have not activated their Time To Pet account
Using iOS/Android App - Staff who have downloaded and logged in to the Android/iOS App
Not Using iOS/Android App - Staff who have not downloaded and logged in to the Android/iOS App
Staff scheduled on date(s) for service(s) - Staff scheduled in a specified date range for a particular set of service(s)
Staff scheduled in date range - Staff scheduled on date(s) for any service
Staff not scheduled in date range - Staff not scheduled in a specified date range for any service
Staff not scheduled on date(s) for service(s) - Staff who have no scheduled event between specified dates for particular service(s)
Staff living in zip code(s) - Staff that live in particular zip code(s)
Staff with a Flag - Staff with one or more flag(s) on their profile
Exclude: System Inactive Staff - Excludes all staff that have been set as inactive
Additional Staff Reports
The Staff Time Report is a separate report that allows you to quickly review the total time worked by your staff as well as a reliability report. The total time worked can be calculated based on each event's scheduled time, the service's default duration, the mobile app timer, or the check-in/check-out data for each event. More information about this report can be found in the Time & Mileage Reports help article.