Reports Overview

7shifts provides various reports to help restaurant owners and operators manage labor, compliance, and other essential business functions. The Reports Overview page offers Admin and Manager/Assistant Manager users an overview of all available reports and quick access to frequently used reports.

This article explains how to access the Reports Overview Page and use its features in the web app.

⚠️ Manager/Assistant Manager users must have the 'Can run reports' permission enabled to access the Reports Overview Page and reports.

How to Access the Reports Overview: 

  1. Log in to the 7shifts web app as an Admin or a Manager/Assistant Manager with the required permissions.
  2. In the side navigation menu, click Reports.
  3. This will take you to the Reports Overview page, where you can see the available reports.
  4. Use the search bar at the top to locate a specific report or scroll through the list to explore more.
  5. Click on a report to open it and filter the data to your needs.

Note: The reports you can access depend on your 7shifts plan. If you see this icon: Screenshot 2024-11-20 at 1.37.06 PM.png  the report requires an upgrade to view.

How to Pin Frequently Used Reports

⚠️ Note: Pinning reports on the Reports Overview page will not affect the order of reports listed in the side navigation menu. The order of reports in the side navigation cannot be changed at this time.
  1. Locate the report you want to pin on the Reports Overview page.
  2. Click the star icon next to the report name.
  3. The report will now appear at the top of the Reports Overview page for easy access.
  4. To remove the pin, click on the star icon again.

Note: Pinned reports are user-specific and device-specific. If you pin reports on one device, they will not automatically appear as pinned on another. Be sure to pin your favorite reports on each device you use to access 7shifts.

 

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