What's covered in this guide?
The report is blank
Check:
Date range: most reports allow up to one year.
Filters: Staff status defaults to Active, so set it to All to include leavers. Clear any team, tag or position filters.
Permissions: you only see staff you manage.
Leave reports: make sure the right leave types are selected.
An employee is missing
They may be:
inactive (check Staff status);
in a team you don't manage;
missing a leave balance (for leave reports);
someone you don't have permission to see.
Two reports show different totals
Common reasons:
Approval status: cost reports include pending shifts, but payroll exports only include approved shifts.
On-costs: check whether Include oncosts is turned on in one report and off in the other.
Leave: some columns include leave and others don't. Look for (inc. leave) and (exc. leave) in the column names.
Salaried staff: salary is spread across days according to Settings → General → Salary allocation.
"Â" symbols in a CSV
This can happen when Excel opens a file containing symbols such as £ or €. To fix it:
Open Excel and go to Data > From Text/CSV.
Choose the file and set File origin to 65001: Unicode (UTF-8).
Click Load.
A scheduled report didn't arrive
Check that:
the email frequency isn't set to Don't Email This Report;
the report's owner is still active and can access Reports;
each recipient can access Reports and has a valid email address;
the position and team selection matches at least one person (check the Both/Either setting);
the report hasn't been deleted.
Remember:
weekly and fortnightly reports send on your week-start day;
monthly reports send on the 1st;
only the hour of the email time is used.
The report won't load
Try a shorter date range, fewer columns, or fewer employees.
The date range has changed
Date ranges longer than one year are shortened to one year from the start date. Run the report in smaller ranges.