Shifts Export
Overview
The Shifts Export provides a CSV file of all Support Worker shifts, filtered by date range. This export offers a clear overview of scheduled work, providing you with the data required to analyse and identify scheduling patterns and coverage within a specific timeframe.
Accessing the Shifts Export
- From the left-hand side menu, click Exports.
- Select the Shifts category.
- Select Shifts.
Configure the Export
Before selecting Create Export, use the available options to configure the export.
Set the Date Range
This will generate an export containing all scheduled shifts for the selected duration. You can also use the This week, Last week, Last month, and Last quarter shortcuts to set the range quickly.
Participants
This field is optional. If left blank, the Export will include Shifts for all Participants within the selected date range, subject to the Users selection. You may select one or multiple Participants to limit the results to specific individuals.
Participant Tags
This field is optional. Select one or more Participant Tags to include all Participants who have any of the selected tags. You can combine tags with individually selected Participants — the export covers everyone matched by either selection, with no duplicates. If left blank, the export uses your Participant selection (or all Participants if none are selected).
Users
This field is also optional and allows you to further refine the Export based on the Users involved in the Shifts. If left blank, the Export will include Shifts for all Users within the selected date range, subject to the Participant selection.
Sites
This field is optional. Select one or more Sites to limit the export to Shifts at those Sites. If left blank, the export is not restricted by Site. This field only appears when you have permission to view all Sites.
Regions
This field is optional. Select one or more Regions to limit the export to Shifts in those Regions. If left blank, the export is not restricted by Region. This field only appears when Regions are enabled and you have permission to view all Regions.
Choose the Export Format
Under Export Format, choose whether to generate the export as a CSV spreadsheet or a PDF document. CSV is selected by default.
The PDF is a print-friendly shift schedule that lists each shift's date, day, time, duration, participants, site, and worker — handy for sharing or printing a roster.
Generating the Export
Click on the Create Export button.
Downloading the Export
When the export is ready it will appear on the Exports page where you can click on Download to save it to your device.
Exported Fields
The export displays key details for each shift, including:
- Support Worker — The worker assigned to the shift. Shifts with no worker assigned show Unassigned instead of a blank cell.
- Participants
- Shift Type — Distinguishes each shift as a Support Shift, Group Support Shift, Internal Shift, or Unpaid Break.
- Status — Whether the shift is Published or Unpublished, so you can tell published shifts apart from unpublished drafts.
- Start Time
- End Time
- Clock In Time
- Clock Out Time
- Shift Duration — Displayed as minutes
- Cost Code — The cost code assigned to the shift. This column only appears when cost codes are enabled in your scheduling settings.
- Participant Signed Off — If the participant has signed off on the shift, Yes will be displayed in this column.
- Approved — Yes if the shift has been fully reviewed, otherwise No.