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Running Reports with Inactive Staff or Sites
If you need to run a report that includes inactive staff members or sites, follow these steps to reactivate them temporarily. This process ensures your report includes all necessary data for the selected period, even if some staff or sites were inactive during that time. For more on how to create and use reports, see the Complete Shift Report guide.
Before starting, please review these related articles for further instructions:
1. Steps to Reactivate Sites and Staff
To run an accurate report, reactivate any inactive sites or staff members that need to be included in the report period. Follow the instructions below to reactivate sites and staff members and then proceed to run the report.
1.1 Reactivating Sites
1.1.1. Go to the Sites tab.
1.1.2. Click on Inactive.
1.1.3. Select the site you want to reactivate.
1.2 Reactivating Staff
1.2.1. Go to the Staff tab.
1.2.2. Click on Inactive.
1.2.3. Select the staff member you want to reactivate.
2. Running the Complete Shift Report
After reactivating the necessary sites and staff, you can now run the Complete Shift Report for the required period. This report will provide all relevant shift details, including data from reactivated sites and staff members.
2.1.1. Navigate to the Reports section.
2.1.2. Choose the Complete Shift Report.
2.1.3. Select the desired time period and generate the report.
For more information on using this report, see the Complete Shift Report guide.
3. Deactivating Sites and Staff (If Needed)
After running the report, if the staff or sites you reactivated are still inactive in your current operations, it’s essential to deactivate them again. This keeps your active list up to date and maintains accuracy for future reports.
3.1 Deactivating Sites
3.1.1. Go to the Sites tab.
3.1.2. Click on Active.
3.1.3. Select the site and click Deactivate if it’s not needed for future reports.
3.2 Deactivating Staff
3.2.1. Go to the Staff tab.
3.2.2. Click on Active.
3.2.3. Select the staff member and click Deactivate to remove them from the active list.
FAQs on Running Reports with Inactive Staff or Sites
1. How can I run a report that includes inactive staff or sites?
To include inactive staff or sites in a report, reactivate them temporarily by selecting them from the Inactive list under the Sites or Staff tabs. This ensures all necessary data is included for the report period.
2. Can I reactivate a site for a report and then deactivate it afterward?
Yes, after running the report, you can deactivate any reactivated sites or staff members to keep your current active list accurate. Go to the Sites or Staff tabs, select the item, and click Deactivate.
3. Where can I find the option to run the Complete Shift Report?
Access the Complete Shift Report in the Reports section. This report includes all relevant shift details, covering both active and reactivated staff or sites for the selected period.
4. Why should I deactivate reactivated sites or staff after reporting?
Deactivating unnecessary sites or staff after reporting helps maintain an accurate active list, making it easier to manage operations and future reports.
5. Do I need to keep inactive staff or sites active permanently for reports?
No, you only need to activate them temporarily for the report period. After the report is generated, you can deactivate them again to keep your active list up to date.