Create people reports in Services
You can create reports from the People page in Services to get a list of people's information, including scheduled dates, positions, blockout dates, tags, and contact information.
Select the People page from the top navigation in Services.
Select the Filter menu in the top left to filter the list of people you want to include in the report.
(Optional) To include only specific people, hover over their profile picture or initials and check the box that appears. Otherwise, the report will include everyone in the list.
Select the 🖨️ print icon at the top of the list.
Select a report type from the Select Report dropdown.
Anniversary Report: This report shows who has an anniversary this month based on their profile information, as well as the total number of anniversaries this month. You can choose to generate this report as a calendar view or a list.
Birthday Report: This report shows who has a birthday this month based on their profile information, as well as the total number of birthdays this month. You can choose to generate this report as a calendar view or a list.
Block-Out Dates: This report shows the blockout dates for each person on the list. You can also choose to generate this report as a calendar view for the current and next month.
Directory: This report gives you a printable list of the people that you've selected in alphabetical order, including the email addresses and phone numbers listed on their profiles.
Future Schedules: This report shows any future dates for which the people on the list have been scheduled. Choose Future Schedules - (With Positions) to include the positions for which people have been scheduled.
Last Logged In: This report shows your people's names, email addresses, phone numbers, and then the last date/time they logged into the system. This is often helpful for leaders who want to see if their people have logged in to block out dates or check schedules.
People Assignments: This report shows a list of people and their corresponding position and tag assignments.
People Grouped by Tags: This report shows a printable list of tags and who is assigned to each one.
If you have any custom reports in your account, you can select them from the bottom of the list. See Create custom reports to learn more.
Use the remaining dropdowns to adjust your formatting settings.
Select Submit to generate your report.