People Reports

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You can generate and print reports to get a list of information on people's scheduled dates and positions, blockout dates, tags, and contact information.

In the People tab, use filters to create a list of people that you want in the report.

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By default, all people in the list will be included in the report. If you want to select people separately to include in the report, put a check box by their name.

When you are ready to run the report, click the printer icon.

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Choose the type of report and formatting options from the dropdown menus.

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Tip

With some web coding knowledge, you can also create custom reports.

See the sections below for descriptions of the built-in People reports.

Blockout Dates

This report shows the blockout dates for each person in the list.

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Directory

This report gives you printable list of the people that you've selected in alphabetical order, including their email addresses and phone numbers that are in the system.

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Future Schedule

This report shows any future dates that people are scheduled for.

There is another version of this report (Future Schedules - With Positions) that includes positions, which is slower to run.

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Last Logged In

This report shows your people's names, email addresses, phone numbers, and then the last date/time they logged into the system.

This is often helpful for leaders who want to see if their people have logged in to block out dates or check schedules.

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People Assignments

This report lists all your people along with their Team (Position) and Tag assignments.

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People Grouped by Tags

This reports shows a printable list of Tags and who is assigned to each one.

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