Portal Reports & Charge Schedule
What each report in the client portal shows, who can see it, and how to download the charge schedule and the attendance report for your sites.
Last checked against the product:
Overview
Every figure is limited to your sites.
Before you start
- Client portal: any portal role can open the dashboard and most reports.
- The Charge Schedule and the Spend Report need the Approver role. Supervisors and Viewers do not see them.
- At least one site ticked on your account. On a client with more than one site, a user with no site ticked sees no data.
Every page in the portal shows only the sites ticked for you. If you look after two of four sites, the totals, charges and downloads cover those two sites only. You never see what workers are paid.
| Report | Where | Who sees it | Download |
|---|---|---|---|
| Dashboard | Dashboard | Everyone | No |
| Charge schedule | Reports > Charge Schedule | Approver | CSV and PDF |
| Attendance and fulfilment | Reports > Attendance Report | Everyone | CSV and PDF |
| One site, one day | Attendance | Everyone | CSV |
| Hours and headcount | Reports > General Reports | Everyone | CSV |
| Spend | Reports > Spend Report | Approver | CSV |
| Tenure and coverage | Reports > Workforce | Everyone (charges for Approvers only) | CSV |
| Next 6 weeks | Reports > Forecast | Everyone (charges for Approvers only) | CSV, print |
Dashboard
Today at your sites.
Client portal: Dashboard. The four cards are:
| Card | Shows |
|---|---|
| On Site Now | Workers clocked in now. A night worker stays counted after midnight until they clock out. |
| Shifts Today | Workers who clocked in today, or are still on site from last night. |
| Hours Today | Hours from shifts that finished today. |
| Workers at your sites | Active workers who have worked or been booked at your sites recently. |
Below them are Currently On Site, Daily Summary (Last 28 Days) and Recent Activity (Last 7 Days). Approvers also see a yellow bar when timesheet entries are waiting for their approval.
Charge Schedule
What you will be invoiced for each closed week. Approvers only.
Client portal: Reports > Charge Schedule.
Pick the week
The page opens on the latest closed pay week. Choose another under Pay week. Only weeks the agency has closed are listed.
Pick a site (optional)
If you look after more than one site, choose one under Site or leave it on all your sites. Click Show.
Check the lines
The heading shows the week and a Frozen badge: the figures were fixed when the agency closed the week. Each line shows the worker, role, element (for example basic or overtime), hours, charge rate and amount, with a subtotal per site and a total.
Download it
Click Download CSV for a spreadsheet or Download PDF for a printable copy. Both carry the same reference as the screen.
If a week is missing, the agency has not closed it yet. A link to a week that is not closed shows "That week is not closed yet." Click Show the latest closed week to go back.
Attendance Report
Did the agency fill the shifts, and did people turn up?
Client portal: Reports > Attendance Report.
Choose the period
Pick a Period: Last 7 days, This week, Last week, This month, Last month or Custom (then set From and To).
Narrow it down (optional)
Pick a Site or a Worker, then click Apply.
Read the cards
Fill rate (places filled out of places requested), Attendance (due shifts worked), Punctuality (late arrivals and average lateness), No-show rate (with sickness shown separately) and Paid hours.
Use the tabs
Shifts lists each booked or clocked shift. By site and day totals each site per day, including unfilled places. By worker shows each worker's record. Absences lists planned absences.
Download it
Click Export CSV or PDF.
Daily Attendance
One site, one day.
Client portal: Attendance. Choose the site next to Attendance for and pick a day on the calendar. The list is grouped by start time. Each row shows the worker, their Status, the Booked time, Start, Stop and Shift template. A clock-in with no booking carries an Unscheduled badge, and shifts that have run too long are listed separately under Long running shifts with their Duration. The page refreshes itself. Use Export CSV for the day, or Period report to open the Attendance Report for that site and day.
Spend, Workforce, Forecast and General Reports
Trends for your sites.
| Report | What it shows |
|---|---|
| Reports > Spend Report (Approver) | Total Spend, Total Hours, Avg Hourly Cost and Worker Count, then Weekly Spend and a Spend Breakdown. Filter by site, worker and cost code. Shifts with a rate still to be confirmed are not included in the totals. |
| Reports > General Reports | Total Shifts, Clocked Hours, Unique Workers and Avg Shift Length, with Top Workers by Hours, hours by site and by day of the week. Export CSV downloads the timesheet lines. |
| Reports > Workforce | Top 5 Longest Serving, Long-Term Placements (>6 months), Starters, Leavers and Shift Coverage, plus the top 10 workers by hours (by charge for Approvers). |
| Reports > Forecast | Booked shifts for the next 6 weeks, week by week. Approvers also see the estimated charge. Print or Export CSV. |
Most of these reports have quick ranges (7 days, 30 days, This month, Last month) next to the From and To dates.
Troubleshooting
When a report looks wrong.
| Problem | Why, and what to do |
|---|---|
| No Charge Schedule or Spend Report in the menu | They need the Approver role. Ask the agency. |
| "No pay weeks have been closed yet." | The agency closes each pay week after payroll checks. Schedules appear once it does. |
| A shift is missing from the charge schedule | It is not approved yet, it has an open query, or it falls in a week that is not closed. |
| A site is missing from every report | The site is not ticked for you. Ask the agency to tick it. |
| Figures differ from your own records | Raise a query on the shift in Timesheets so the agency can check it. |
Know who turned up, and pay every hour right.
Face-verified clock-ins, live geofencing and payroll-ready timesheets in one system. Tell us how your shifts run and we will show you how it fits.
Hosted in the EU · Your largest site live first, with us alongside · No app needed to clock in