Overview
The Utilisation Report is a day-by-day view of staff assignments, exported directly from the scheduler. It displays which staff are scheduled, on which jobs, for how many hours — making it ideal for capacity planning, team management, and utilisation tracking.
🛠️ Optional Filter: You can choose to include admin users in the export.
Key Fields in the Report
Staff Name – The person scheduled to a shift.
Job Number – The job they’ve been assigned to.
Shift Type – Type of shift (e.g., Day, Night).
Client – The client the job is for.
Department – Team the staff member belongs to.
Site – Job location.
Dates (Columns) – Each date shows the number of scheduled hours for that day.
How to Use This Report
Export Reporting
Go to Reporting and select the Utilisation Report.
Choose your date range.
Optionally tick to include admin users.
Review Staff Allocation
Scan by date to see who is working and for how many hours.
Identify underutilised staff (frequent 0-hour entries).
Department Capacity Planning
Filter by Department to assess if workloads are balanced.
Use for Payroll or Planning
Export the report to support time tracking, shift coverage, or forward planning.
Ideal For
Operations and rostering teams
Project managers tracking labour allocation
HR teams reviewing weekly utilisation