You can use Schedule Xpress to export reports that provide up-to-date data in either PDF or Excel.


In this article, we're going to look at the following about reporting in Schedule Xpress:

Schedule reports

Manage sites / Manage people / Manage services reports

Time Processing reports


Schedule reports

In your Schedule, you have the option to pull a PDF, Excel or Excel export with shift activities.

Note: You also have the option to pull EVV reports, but due to a specific system setting, you'd need to Contact Support first.

Export in Schedule Tools in Schedule Xpress

Before pulling a report, it's important to know that a report will only capture the shifts that are visible on screen. So, it's essential for you to ensure that your layout filter and date range represents exactly the information you want to export.

Date range and Layout filter parameters in Schedule in Schedule Xpress

PDF export

You can export a PDF by heading to Schedule Tools > Export > PDF export.

PDF export in Export in Schedule Tools in Schedule Xpress

As mentioned previously, the PDF will represent the same as your Schedule.

PDF export of Schedule in Schedule Xpress

Excel export

You can export an Excel report of your Schedule. This can be exported with or without shift activities.

Note: Excel export is only available for the Schedule module.

Excel export and Excel export with shift activities in Export in Schedule Tools in Schedule Xpress

The Excel export is an informative way that users can access a breakdown of all of their Schedule data.

We advise that you visit your Layout manager to ensure that your Schedule display the information you want before exporting.

Excel export of Schedule in Schedule Xpress

Excel export with shift activities

If preferred, you can choose to Excel export with shift activities. This provides a breakdown of information such as employee's shift tasks, notes and signatures, which are all marked with an timestamp.

Once you've enabled editing, we'd advise that you click the number 2 towards the top-left corner. This expands all of your rows to ensure you can see all of the activities for each shift.

Excel export with shift activities of Schedule in Schedule Xpress

As you can see, the report highlights whether tasks were completed or not, who they were assigned by, signatures and notes written by the employee.

Excel export with shift activities of Schedule in Schedule Xpress

You can click the link for the signature to view it as a PNG.


Manage sites / Manage people / Manage services reports

You can also pull PDF reports for:

  • Manage sites

  • Manage people

  • Manage services

Note: Again, if there's specific information you want to display, look at customizing your columns before exporting.

Manage sites, Manage people and Manage services in Schedule Xpress

Inside each of the above, there will be a wrench located in the top-right corner. Click this and then PDF export.

Note: Just like in your Schedule, this will only export exactly what is on your screen. If you've filtered for specific criteria, then only this will be display in your export.

Wrench icon for PDF export in Manage people in Schedule Xpress

Time Processing reports

For Time Processing, you can find more about exporting both PDF and Excel reports by visiting our Time Processing in Schedule Xpress article.

With so many customized layout filters to help you export Payroll and Billing information to replicate reports in eTime Xpress.

PDF export and Excel Export in Export in Time processing tools in Time Processing in Schedule Xpress

For more information on exporting reports in Schedule Xpress, please Contact Support now!

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