Who Can Access Reports?

Users with an access level of System Administrator or Location Manager can access the Reports tab.


How to Access a Report

System Administrators and Location Managers can access Reports by logging into the Deputy website and clicking on the Reports tab.


Reports Available

On the Reports page, you see the default reports that are available to run.

To see the report results you can select the desired date ranges, filters and options then view the results within Deputy or click on the printer icon to generate physical paper copies or PDFs if necessary.


Contact Tracing Report

The Contact Tracing Report helps easily trace who your unwell team member has been in contact with during their shift and assists you in swiftly getting in touch with the potentially impacted employees.

Read Contact Tracing Report for a more in-depth look at this report.


Attendance Report by Employee

This report will give you a detailed breakdown of attendance for each scheduled shift, for any employee within a given time period.

You can filter the report by specifying:

  • Date periods

  • Team member's name

Once you have specified the criteria for the report, click Run Report.

You can print the report or export it as a CSV file.


Attendance Report by Location

This report will give you insight into the attendance of each team member, for a specific location and time period.

Managers can use this to generate a late report for selected team members.

You can filter the report by specifying:

  • Date periods

  • Location

  • Area

  • The number of minutes the team member may have been late for their shift.

Once you have specified the criteria for the report, click Run Report.

You can further sort the report data by clicking on the column headers of the table.

You can print the report or export it as a CSV file.


Journal Usage

Journalling is a way for managers to record comments about a team member's work.

After selecting the desired date range and running the Journal Usage Report, you will be able to see the total number of journals recorded sorted by:

  • the manager that recorded the comment

  • category (positive, neutral or negative)

  • the team member the comment was about

Clicking the name of a manager will show the journals by that manager. Similarly, selecting an employee's name will show the journal entries about that team member, and selecting a category will display all journal entries of that category.


Leave Management

Leave management allows you to generate a report for your team member's leave entitlements filtering by:

  • Location

  • Team member name

  • Leave type

  • Whether they are entitled to leave (ie. has the leave type been assigned to them)

This page also allows you to:

  • Edit a team member's leave balance (and view the change history)

  • Import Leave Balance from a spreadsheet

  • Export the report as a CSV file

  • Configure your organisation's leave entitlements via Leave settings

  • View and link to any leave awaiting approval


Report Builder (Beta)

Report Builder allows you to create your own custom reports based on any bit of retrievable data in Deputy.

You can select data from the following sources to build your customised report:

  • Schedule

  • Timesheet

  • Employee

  • Area

  • Access Level

  • Stress Profile

  • Contact

  • Employee Location

Read Custom Report Builder for a more in-depth look at this report.


Schedule vs. Timesheets vs. Sales

This report gives you financial guidance on team member wage costs in comparison to sales.

You can filter by:

  • Location

  • Date range

  • Team member

The Schedule vs. Timesheets vs. Sales report will allow you to compare for a selected time period:

  • team members scheduled hours vs

  • actual worked hours vs

  • sales

You can also read more about using your sales data and other metrics in our Business Insights Dashboard or importing your sales data via a Sales Data Integration


Team Member Details

The Employee (Team Member) Details report allows you to filter by:

  • Location

  • Jobkeeper Eligibility (for AU only)

  • Birthdays

  • Tenure

  • Contact Details

  • Timesheet and Shift Activity

The report can be printed or downloaded as a CSV file as desired.


Time-Off & Schedules

This report will give an overview of team members with dates on which they have approved leave or are unavailable.

You can filter by:

  • Location

  • Date range

  • Team members Unavailable

  • Team Members Scheduled

  • Team Members with Leave Requested

  • Team Members On Leave

  • Leave Type

  • Team Members with a specified Training Record

You can print the report if required by clicking on the printer icon.


Team Member Timesheet Locations

The Timesheet location report will pull up a map displaying all of your work locations on a map with pins displaying team member clock in locations over the specified time period.

To narrow down the information you need, you can filter by:

  • Location

  • Date range

  • Team Member

Each location will have a pin. The pins can be four different colours and will correspond with the following:

Red Pin - Physical location of store/office as set in Location settings

Green Pin - Team member Clock in location

Black Pin - Team member clock off location (if on time)

Blue Pin - Team member activity outside scheduled time (clock off, break)

You can print the report if required by clicking on the printer icon.


Team Member Engagement

If you have turned on the Team Member Shift Engagement feature in Business Settings you can use this report to review your team member engagement as collected at the end of each shift.

You can filter this report by:

  • Location

  • Date Range

For more information read Shift Engagement.


Read more articles about the reports you can generate with Deputy in our Help Centre Collection or watch our training webinar on Reports from October 2021.

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