We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.
Resource | Link |
Schedule Entries Report |
Overview
The Schedule Entries report helps you see when your staff are scheduled to work across any time period. It shows each scheduled shift's start and end time along with total hours, so you can confirm shift coverage and review scheduling by staff member or location before the week begins.
Use this report to view shift schedules, plan staffing coverage across the day, and track total scheduled hours per staff member. It's especially useful for checking that workload is distributed evenly across your team, since you can compare shift allocation by staff, role, or location to spot anyone over- or under-scheduled.
Note: This report reflects scheduled shifts only, not booked appointment activity — it shows who is supposed to be working and when, not how the shift was actually filled. It also shows the schedule as it currently stands: cancelled or deleted shifts don't appear, and there's no history of prior edits. A staff member with a split shift (morning and evening on the same day) will show as two separate rows, so their daily total is the sum of both rows, not either one alone.
What this report is best used for
Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.
Use cases | Description | Example questions this report helps answer |
Shift Schedule Visibility | View each staff member’s scheduled working hours, including shift start and end times. |
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Staffing Coverage Planning | Understand how staff coverage is distributed throughout the day to ensure adequate staffing levels. |
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Total Hours Tracking | Track total scheduled hours for each staff member across the selected period. |
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Workload Distribution | Compare how shifts are distributed across staff, roles, or locations to ensure balanced scheduling. |
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Prerequisites
Prerequisites
Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.
Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Staff Operations reporting > Schedule & Attendance - Self or Everyone
If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
You’ll only see data for assigned locations
Row-level access may further limit visible data
If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, your time tracking workflows must be set up correctly:
Timeclock must be enabled in your Manage Location Settings
Staff clock in and out times must be recorded (via the Professional App or Dashboard)
See Time Clock and Timecards for details.
Time blocks and appointments should be scheduled for each staff member for accurate records.
Default report configuration
See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.
Group By (default)
The default fields the report is grouped by when you first open it.
Field name | Definition | Example | Filter? |
Location Name | Name of the business location where the schedule occurred. | Beverly Hills | Yes |
Staff Name | Full name of the staff member. | Aimee Smith | Yes |
Schedule ID (hidden in table, shown in exports) | Unique identifier for the schedule entry. | 4a018a7d-ed87-41f1-b1f1-7a0944c8082b | No |
Columns (default)
The default columns displayed when you first open the report.
Field name | Definition | Example | Filter? |
Schedule Date | The date associated with the staff schedule. | May 9, 2026 | Yes |
Start Time | The local time when the schedule began. | 10:00 AM | Yes |
End Time | The local time when the schedule ended. | 05:00 PM | Yes |
Hours Scheduled | Total hours the staff member is scheduled to work. | 7.00 | No |
Customizable fields
Customizable fields
Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.
Field name | Definition | Example | Filter? |
Location Name | Name of the business location where the schedule occurred. | Beverly Hills | Yes |
Staff Name | Full name of the staff member. | Aimee Smith | Yes |
Schedule ID | Unique identifier for the schedule entry. | 4a018a7d-ed87-41f1-b1f1-7a0944c8082b | No |
Schedule Date | The date associated with the staff schedule. | May 9, 2026 | Yes |
Start Time | The local time when the schedule began. | 10:00 AM | Yes |
End Time | The local time when the schedule ended. | 05:00 PM | Yes |
Hours Scheduled | Total hours the staff member is scheduled to work. | 7.00 | No |
Location Group | The location group the business location is associated with, if applicable. | West Coast | Yes |
Location ID | Unique identifier for the business location. | ad3b7f59-e6b1-4f3f-9ede-351c1ec9ffbe | No |
Location External ID | Identifier for the location from an external system, if provided by the business. | loc-2383bv | No |
Staff ID | Unique identifier for the staff member. | 056fc857-18ef-44c4-9743-40d5fe68a98a | No |
Staff Role Name | Name of the role assigned to the staff member. | Service Provider | Yes |
Staff First Name | First name of the staff member. | Aimee | No |
Staff Last Name | Last name of the staff member. | Smith | No |
Staff Nickname | Informal name used by the staff member in the system. | Aimee | No |
Is Staff Active | Flag indicating if the staff member is active (true = active). | TRUE | Yes |
Staff Employee ID | Identifier for the staff member from an external system if provided by the business. | EMP123 | No |
Staff Alternate ID | Alternate Identifier for the staff member if provided by the business. | 4000 | No |
Staff Mobile Number | Mobile phone number of the staff member. | 212550012 | No |
Staff Email | Email address of the staff member. | No | |
Last Updated At (UTC) | The UTC timestamp when the schedule record was last updated. | 2026-04-25 10:01:00 PM | No |
Location Tags | Location tags associated with the business location, if available. | California | Yes |
Report Caveats
There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.
Caveats | Details and Impact |
Each row is one scheduled shift, not booked activity | This report shows shifts on the staff schedule: who is supposed to be working and when. It says nothing about how the shift was filled; appointments and time blocks live in the Schedule detail report. |
Cancelled or deleted shifts are not included | The report reflects the schedule as it currently stands. Shifts removed from the schedule do not appear, and there is no history of schedule edits. |
Split shifts appear as separate rows | A staff member working a morning and evening shift the same day has two rows. Their daily total is the sum of both; per-shift durations are not their day total. |
Overnight shifts count on their start date | A shift crossing midnight belongs to its scheduled start date, and its full duration lands on that date's totals. |
Use Case Example Configurations
Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.
Use case | Description | How to configure the report |
Shift Schedule Visibility | View each staff member’s scheduled working hours, including shift start and end times. |
|
Staffing Coverage Planning | Understand how staff coverage is distributed throughout the day to ensure adequate staffing levels. |
|
Total Hours Tracking | Track total scheduled hours for each staff member across the selected period. |
|
Workload Distribution | Compare how shifts are distributed across staff, roles, or locations to ensure balanced scheduling. |
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