Creating and exporting reports

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.

Step by step

  1. Go to Reports in the dashboard menu.
  2. At the top, choose the report type you want (e.g. payroll journal, plan-vs-actual, surcharges).
  3. Set the filters:
    • Period (day, week, month, or custom)
    • Employee, Team, or Department
    • Optional: cost center, Location, or contract type
  4. Check the preview in the table.
  5. Choose the export format:
    • CSV for Excel and further processing
    • PDF for printing and archiving
    • DATEV for your tax advisor (see DATEV export)
  6. Click Export. The file is downloaded immediately, or delivered by email if the report is very large.

Tips

  • Preview first: Check the data in the table before you export. This avoids duplicate work.
  • Save filters: Use Saving reports as favorites to open recurring analyses with a single click.
  • Permissions: You only see the data you have access to. Managers see their team, HR sees everything.

Note: Reports are based on the released time entries. Entries with the status open are not included.

Next article

Setting up the DATEV export

Related articles

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**.

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.

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.

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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