Reports & exports

Nine reports, and a file you can send upstairs

Waiting times, visits served, no-shows and walkouts, peak times, staff and station performance, hours and utilisation, handovers — and a forecast of tomorrow. Each one downloads as CSV, Excel or PDF.

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What it is

Reports & exports

Reports is the page you open when somebody wants the numbers in a file rather than on a screen. Choose one of nine reports, narrow it to a branch, a person and a date range, and read it in the browser or take it away as a spreadsheet or a PDF. The download is presented exactly the way the table on screen is — human column headers, no internal identifiers, minutes rather than seconds — so a file never disagrees with the page it was taken from.

How it works

Step by step

1

Choose the report

Nine of them, searchable by name, from waiting times to a forecast.

2

Narrow it

One branch, one person or everybody, and last 7, 30 or 90 days.

3

Read it on the page

The table renders in the browser first, with a row count, so you can check it before you send it.

4

Take the file

CSV for a spreadsheet, Excel for someone who wants it formatted, PDF for someone who wants to print it.

The honest edge

The forecast survives the export

The forecast report projects the joins to expect the next day from your own history. That projection is a different quantity from a day’s real arrivals, so in the downloaded file it sits in its own column, on a row carrying the real date it applies to — never mixed into the column an owner sums. It is a small thing and it is exactly the kind of small thing that makes a spreadsheet quietly wrong.

Also included

Everything else on this page

Wait & service time

Average and median wait, and average and median service time, per line.

Visits & served

How many came and how many were seen through.

No-shows & walkouts

Who was called and did not come, and who left before you got to them.

Peak times

The hours the arrivals actually landed in.

Forecast

Expected demand — the joins to plan for tomorrow, from your own pattern.

Staff performance

What each person got through, and how long they took.

Station performance

The same question asked of the counter, chair or room rather than the person.

Staff hours & how busy

Time signed in against time serving — the utilisation picture as a table.

Station occupancy & handovers

Who held which station when, and every time one changed hands without a sign-out.

Common questions

What formats can I download?

CSV, Excel or PDF, on every one of the nine reports. The filename carries the report, the branch and the date range, so two branches’ exports never collide in your downloads folder.

How far ahead does the forecast go?

One day. It projects the joins to expect the next day from the pattern in your own history — it is a staffing aid for tomorrow, not a long-range plan, and we would rather say so than dress it up.

Can a manager pull reports?

Only if you let them, and only for the locations they run. “See analytics and reports” is one of the ten manager switches, and the branch filter can never reach a branch outside their scope.

Is this an extra?

No. All nine reports and all three formats are in the one price, at every location.

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