How do I pull a report of my shifts?

BookJane allows you to pull a record of shifts worked, by both your internal staff and agency workers. 

Shifts Spreadsheet

1. Begin by navigating to your shifts tab on the BookJane platform. 

2.  Next apply any of the following filters relevant to the report you wish to produce: Community, Internal Staff or External Staff, optional: Shift Status and/or Position.

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3. Once you have filtered by each of the fields you would like to see on your report, then you may filter by the date range that you would like to view. 

You may also pull a report for a specific team member by searching for the team member in the Search Member box.

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4. When you are happy with all of the fields you have selected you can then export a spreadsheet (CSV) of the shifts using the ellipsis nexts to the Shifts page header. 

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Open the excel spreadsheet to view a list of the shifts you have filtered for.

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