Running Staff Plan Reports

While in Plans, admins can generate reports per specific staff Plans that can be exported as .csv or .pdf files.

Generating Reports

1. Navigate to Plans
2. Click on the "Reports" tab
3. Scroll down to the "Staff Reports" card
4. Choose the plan you want to run a report on.
5. Select the file format you want your report to be generated (.cvs or .pdf)

File Types

CSV

A staff plan report exported as a .csv will provide the following information:

• StaffID
• Staff Name (First and Last)
• Staff Gender
• Plan Status
• Date/Time the plan was last modified
• Response to each plan field

PDF

A staff plan report exported as a .pdf will provide you with a plan summary for each staff member with said plan. The .pdf file will include:

• Plan Title
• Staff Name (First, Middle and Last)
• Date of Birth
• Staff ID
• Response to each plan field