Find and Use Reports and Dashboards

Modified on Sun, 27 Sep at 9:13 AM

You need a number or a list from NextCrew: last week's no-shows, violations by client, who is licensed. This page shows where reports live and how to use them.

Summary

Every report is on one screen: Reports. Reports are grouped into sections, such as Workforce Operation & Stats and Timesheet & Payroll. Star the ones you use so they sit under Favorites. Every agency gets the standard reports, and you build your own dashboards from the widgets on your Home screen. What goes wrong: sending someone a report link. Links carry your company's own web address, so name the report instead.

How to do it

  1. Choose Reports at the top of any screen.
  2. Pick a section, or type the report name in Search.
  3. Click the star beside a report to add it to Favorites.
  4. Click the report name to open it, then set its filters.
  5. To point a colleague to a report, give them its section and name.

That is any report found and open. Everything below is about the reports that matter most for no-shows, and what to do when the one you need doesn't exist.


Find and open a report

Choose Reports at the top of the screen. Sections run across the top of the list. Use the arrows to scroll through them.

SectionReports about
FavoritesThe reports you have starred
HR & RecruitingCrew records, onboarding, licenses, violations
Client ManagementClients and contacts
Job Management & SchedulingJobs, orders and schedules
Workforce Operation & StatsDay-to-day Crew activity, including no-shows
Timesheet & PayrollTimesheets and pay
Invoice ManagementInvoices
Key Performance Indicators (KPI)KPI reports
Data Exchange, IntegrationExports and integration activity
Audit TrailWho changed what
Legal & Compliance, Lookup Tables and Configuration, Analytics, OtherEverything else

The number beside each section is how many reports it holds. Some reports show a one-line description under the name.


The No-Show Report

Find it at Reports › Workforce Operation & Stats › No-Show Report.

It is built from what your team records: timesheets marked Not Completed, violations, and any offer sub-status you set. If those are recorded the same way every time, the report is right. See Handle No-Shows & Backfill.

It can't be scheduled to arrive by email. Open it when you do your weekly review.


A weekly no-show review

  1. Open the No-Show Report and set the date range to last week.
  2. Look for the same Crew Member more than once.
  3. Look for the same client or start time more than once.
  4. Decide one change: a call, a reminder, or a policy conversation.

To see a no-show rate, divide the week's no-shows by the jobs confirmed that week. Track that one number week to week.


ReportSectionUse it for
Violation ReportHR & RecruitingViolations across Crew and clients
Crew Notification PreferenceHR & RecruitingChecking how a Crew Member gets reminders
Daily Jobs by CrewWorkforce Operation & StatsWho worked which job, day by day
Form Package ActivityHR & RecruitingWho has completed a form package, such as a signed policy

Build your own dashboard

Your Home screen is a dashboard you set up yourself. Choose ADD to add a widget.

  • Pick which widgets you want from the ones NextCrew offers.
  • Set each widget's time period.
  • Use its filters, such as office location.

You can't create a new kind of widget. For a number no widget shows, use a report.


Point a colleague to a report

Each report's web address starts with your company's own code. So a link from one account won't work in another, and a link in a help article can't work for everyone.

Name the section and the report instead: Reports › Workforce Operation & Stats › No-Show Report.


When the report you need doesn't exist

Every agency gets the standard reports. Most requests are for an existing report with different columns. NextCrew builds those for you. Raise a request with support: say what you want to see, how often, and what decision it helps you make. A custom report may carry a cost.


Other ways people ask this

  • Where are reports?
  • Where is the no-show report?
  • Can I get the no-show report by email?
  • How do I send a report to my team?
  • How do I favorite a report?
  • Can I get a custom report?
  • How do I change my dashboard?

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