General & Spend Reports
Hours, shifts and headcount for any period, and what those hours cost, in the agency console and the client dashboard.
Last checked against the product:
Overview
Two reports, two consoles.
Before you start
- Agency console, general reports: Admin, super admin, or the Coordinator, Payroll or Read-only preset.
- Agency console, spend: Admin, super admin or the Payroll preset. It shows pay.
- Client dashboard: any client dashboard user can open both.
Both reports count completed shifts only, never break rows, and use real elapsed time across a clock change. Paid hours and money use the same pricing as payroll. For fill rate and lateness use the Attendance report instead.
General Reports
Hours and headcount.
Agency console: Reports > General reports. Client dashboard: Reports > General reports.
Pick the period
Agency console: Today, This Week, Last Week, This Month or Last Month. Client dashboard: 7 Days, 30 Days, This Month, Last Month or Custom with From and To.
Filter it (optional)
Pick a client (agency console only), a worker and a location. In the agency console the page updates as you choose. In the client dashboard, click Apply.
Read the cards
Total Shifts, Clocked Hours (the time clocked), Paid Hours (priced like payroll, inside the booked shift and less unpaid breaks), the number of workers, and the average shift length.
Export the lines
Click Export CSV or Export Excel for the timesheet lines behind the report, with the same filters.
| Section | Agency console | Client dashboard |
|---|---|---|
| Per worker | Hours by Worker, with a View shifts link per worker | Top 10 Workers by Hours |
| Per site | Hours by Location | Hours by Location |
| Charts | Daily Headcount and Clock-in Method Breakdown | Weekly Summary and Verification Methods |
The client dashboard page also has More Reports links to Spend, Margin, Workforce Insights, Worker Forecast, Cancellations and WTR.
Spend
What the hours cost.
Agency console: Reports > Spend. Client dashboard: Reports > Spend.
Set the filters
Agency console: Client, Location, Worker, Cost Code, Date From and Date To. Client dashboard: From, To and Location, then Filter.
Read the totals
Agency console: Total Spend (pay cost), Total Hours, Avg Hourly Cost and Worker Count, then Weekly Spend and the Spend Breakdown by worker, role, site and cost code. Client dashboard: Total Hours, Total Spend, Total Revenue and Margin, with one line per shift showing Pay Rate, Charge Rate, cost, revenue and margin.
Export it
Click Export CSV. In the client dashboard the file includes pay rate, pay cost and margin for each shift.
A shift with no charge rate shows £0.00 charge, and the page warns you how many there are. Add the missing rate in Time & Pay > Rate rules. See Creating rate rules.
Limits
What these reports do not do.
Troubleshooting
When the numbers look wrong.
| Problem | Why, and what to do |
|---|---|
| Paid hours lower than clocked hours | Normal. Paid time is the clocked time inside the booked shift, less unpaid breaks. |
| A worker is missing | Their shift has no clock-out yet, or it is outside the period or the filters. |
| Spend is not visible in the agency console | Your access level does not include pay. Ask a super admin. |
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