The 7 report types at a glance

Shiftdesk offers seven standard reports. Each has a clear purpose and a target role. The following table helps you choose.

Overview

Report	Purpose	Audience	Format
Working-time account	Actual hours, target hours, balance per employee	Manager, HR	CSV, PDF
Payroll journal	Movement data for payroll	HR, tax advisor	DATEV, CSV
Payroll overview	Staff costs by team and period	Management, HR	CSV, PDF
Surcharges	Night, Sunday, public-holiday surcharges	HR, tax advisor	CSV, PDF
Plan-vs-actual	Planned vs. actually worked hours	Manager	CSV, PDF
Absences	Vacation, sick, special leave in the period	HR, Manager	CSV, PDF
Shift overview	Who worked which shift and when	Manager	CSV, PDF

Which report for which question?

"How many overtime hours does Anna have?" → Working-time account
"What does Team Berlin cost us in March?" → Payroll overview
"How much night surcharge accrues this month?" → Surcharges
"Did we plan efficiently?" → Plan-vs-actual
"What does the tax advisor receive?" → Payroll journal with DATEV export

Opening

You'll find all reports under Reports in the dashboard menu. Choose the type at the top, then set the filters below. A detailed guide is available under Creating reports.

> Tip: Save frequently used reports as a favorite so you don't have to reconfigure them every time.

Setting up the DATEV export

Creating a payroll journal (LODAS / Lohn & Gehalt)

Creating and exporting reports

With reports you analyze working hours, staff costs, and shifts. Every report follows the same scheme: **choose a type**, **set filters**, **choose a format**, **start the download**.

Saving and sharing reports as favorites

If you need the same report every week, you don't want to reconfigure it each time. With **favorites** you save filters, format, and aggregation once — and open the report with a single click from then on.

Setting up the DATEV export

With the DATEV export you hand over hours, surcharges, and absences directly to your tax advisor. Shiftdesk generates a file in DATEV format that can be imported into **LODAS** or **Lohn & Gehalt**.

Creating a payroll journal (LODAS / Lohn & Gehalt)

The **payroll journal** is the central report for payroll. For each employee it contains all values relevant to payroll: base hours, surcharges, absences, and special payments — ready for import into DATEV.

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The 7 report types at a glance