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Enhance Your Workflow with Tailored Reports: An In-Depth Guide to Report Generation in CrewCard

In today’s fast-paced business environment, efficiency and accuracy are essential. Whether you oversee a small team or a large workforce, having access to detailed and tailored reports are vital for making informed decisions.

At CrewCard, we understand the significance of reliable reporting; that’s why we developed our Report Generation feature to be both powerful and user-friendly. Read how our feature can enhance your operations and save you valuable time.

The Impact of Report Generation

Reports are more than just a data summary—they are essential tools for gaining insights, shaping strategies and fostering growth. With CrewCard’s report generation feature, you can produce reports specifically designed to meet your unique requirements, ensuring you have all the relevant information for your next data-driven planning.

Why Customisation is Important

Tailored to Your Needs

Every business has distinct reporting requirements. Our customisable reports allow you to choose exactly which fields and data points to include. Whether you need to track employee hours, analyse payroll or oversee project timelines, you can create a report that delivers the insights you need.

Efficiency in Decision-Making

By generating reports that spotlight the most relevant data, you can make quicker and more informed decisions. Save the hassle of sifting through unnecessary information and get only the focused and concise data you need!

How to Create a Report in CrewCard​

Creating a report in CrewCard is designed to be an effortless process, allowing you to concentrate on what truly matters: managing your business.

Step 1: Access the Shifts Page

Begin by accessing the shifts page. Here, you’ll see all scheduled shifts, making it easy to choose the ones you wish to include in your report.

Step 2: Choose Shifts and Action

Select the specific shifts you want, then click “Select an Action” and pick “Generate Report” from the dropdown menu.

Step 3: Personalise Your Report

In the “Generate Report” window, you can select from various available fields to customise your report. This ensures your report contains only the necessary data, nothing more and nothing less.

Step 4: Save as a Template (Optional)

If you’ve created a report configuration that you intend to use again, you can save it as a template. Just check the “Save as Template” option, click “Export,” and you’ll be prompted to enter a name for your template. Once saved, your template can be reused or modified as needed, helping you save time on future reports.

Step 5: Export Your Report

To complete the report, click “Export” to download it. It’s straightforward—your custom report will be ready for review or distribution in just a few clicks.

Managing Your Report Templates

The report generation feature in CrewCard provides comprehensive template management. You can access all saved templates in the “Templates” section, allowing you to easily select, delete or rearrange them according to your workflow preferences. This flexibility ensures that your frequently used reports are always readily available for generation.

At CrewCard, we are dedicated to simplifying your tasks. Our report generation feature is one of many tools designed to help streamline your workflow, enhance accuracy and save you time. With customisable reports, we provide you the opportunity for quicker and smarter planning, helping you to achieve your next business goals!

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