Available Reports

This guide covers all report types available in Shyfts, including their purpose, metrics, and use cases for workforce management analytics.

Overview

Report Categories

Shyfts provides 8 comprehensive report types covering all aspects of workforce management:

Report Type	Icon	Purpose
Staff Performance	TrendingUp	Individual staff productivity metrics
Scheduling Analytics	Calendar	Schedule efficiency and coverage analysis
Attendance Summary	Clock	Attendance rates and patterns
Hours Tracking	Clock	Worked hours and overtime analysis
Leave Analysis	Calendar	Leave usage and patterns
Skills Matrix	Users	Staff skills and certifications
Cost Analysis	DollarSign	Labour costs and budget tracking
Compliance Report	ShieldCheck	Working time regulations compliance

Report Type Definitions

// Source: src/types/reporting.ts:16-25
export type ReportType =
  | 'STAFF_PERFORMANCE'
  | 'SCHEDULING_ANALYTICS'
  | 'ATTENDANCE_SUMMARY'
  | 'HOURS_TRACKING'
  | 'LEAVE_ANALYSIS'
  | 'SKILLS_MATRIX'
  | 'COST_ANALYSIS'
  | 'COMPLIANCE_REPORT'

Staff Performance Report

Purpose

Analyse individual staff productivity, attendance patterns, and overall performance metrics.

Metrics Included

// Source: src/types/reporting.ts:55-90
interface StaffPerformanceData {
  staff_id: string
  staff_name: string
  role: string
  department: string
  performance_metrics: {
    attendance_rate: number           // Percentage of scheduled shifts worked
    punctuality_rate: number          // On-time arrival percentage
    shifts_completed: number          // Total shifts in period
    shifts_missed: number             // Unattended shifts
    average_shift_rating: number      // Manager ratings (1-5)
  }
  productivity_metrics: {
    hours_worked: number              // Total hours
    overtime_hours: number            // Hours above threshold
    efficiency_score: number          // Calculated efficiency
  }
  time_tracking: {
    total_hours: number
    regular_hours: number
    overtime_hours: number
    break_hours: number
  }
  leave_summary: {
    days_taken: number
    days_remaining: number
    pending_requests: number
  }
}

Use Cases

Scenario	Benefit
Performance reviews	Data-driven evaluation
Bonus calculations	Fair productivity-based rewards
Training needs	Identify improvement areas
Resource planning	Understand capacity

Sample Output

Staff Name	Attendance	Punctuality	Hours Worked	Overtime
Sarah Johnson	98%	95%	168h	8h
James Wilson	94%	88%	156h	4h
Emma Brown	100%	97%	172h	12h

Scheduling Analytics Report

Purpose

Analyse schedule efficiency, coverage rates, and resource utilisation across the organisation.

Metrics Included

// Source: src/types/reporting.ts:92-140
interface SchedulingAnalytics {
  period: DateRange
  coverage_metrics: {
    total_shifts_required: number     // Shifts needed
    total_shifts_filled: number       // Shifts assigned
    coverage_percentage: number       // Fill rate
    unfilled_shifts: number           // Gaps in schedule
    overstaffed_periods: number       // Excess staff
  }
  efficiency_metrics: {
    staff_utilization: number         // % of available hours used
    average_hours_per_staff: number   // Hours per person
    scheduling_conflicts: number      // Overlapping assignments
    last_minute_changes: number       // Changes within 24 hours
  }
  cost_metrics: {
    total_labor_cost: number          // Total wages
    overtime_cost: number             // OT premium costs
    cost_per_shift: number            // Average shift cost
    budget_variance: number           // Actual vs planned
  }
  room_utilization: {
    room_id: string
    room_name: string
    utilization_rate: number
    peak_hours: string[]
  }[]
}

Key Indicators

Metric	Good	Warning	Critical
Coverage Rate	≥95%	85-94%	<85%
Staff Utilisation	80-90%	70-79%	<70% or >95%
Scheduling Conflicts	0	1-5	>5
Budget Variance	±5%	±10%	>±10%

Visualisations

Coverage trend chart (daily/weekly)
Staff utilisation heatmap
Room utilisation by time of day
Cost breakdown pie chart

Attendance Summary Report

Purpose

Track attendance patterns, identify trends, and monitor staff reliability across the organisation.

Metrics Included

// Source: src/types/reporting.ts:142-175
interface AttendanceData {
  staff_id: string
  staff_name: string
  role: string
  attendance_metrics: {
    attendance_rate: number           // % of shifts attended
    punctuality_rate: number          // On-time percentage
    early_departures: number          // Left before end
    late_arrivals: number             // Arrived after start
    no_shows: number                  // Didn't attend
  }
  time_tracking: {
    scheduled_hours: number           // Expected hours
    actual_hours: number              // Hours worked
    total_hours: number               // Total in period
    overtime_hours: number            // Above threshold
    variance: number                  // Difference
  }
  patterns: {
    best_days: string[]               // Most reliable days
    worst_days: string[]              // Least reliable days
    average_start_variance: number    // Minutes early/late
  }
}

Attendance Patterns

The system tracks attendance patterns to identify:

Day-of-week trends - Which days have lowest attendance
Time-of-day patterns - Peak absence hours
Seasonal variations - Monthly/quarterly trends
Individual patterns - Staff-specific attendance issues

Bradford Factor

// Bradford Factor calculation for absence patterns
// Source: src/types/database.types.ts:17-29
interface AbsencePattern {
  absence_count: number      // Number of absence instances
  absence_days: number       // Total days absent
  bradford_factor: number    // S² × D calculation
  month: number
  year: number
}

Bradford Score	Risk Level	Action
0-50	Low	Monitor
51-124	Medium	Review
125-399	High	Discuss
400+	Critical	Formal process

Hours Tracking Report

Purpose

Analyse hours worked, overtime patterns, and time efficiency across staff members.

Metrics Included

// Source: src/types/reporting.ts:210-250
interface HoursTrackingData {
  staff_id: string
  staff_name: string
  role: string
  period_summary: {
    total_worked_hours: number        // All hours
    regular_hours: number             // Standard hours
    overtime_hours: number            // Above threshold
    break_hours: number               // Time on breaks
    net_hours: number                 // Worked minus breaks
    efficiency_rate: number           // Net/Scheduled %
  }
  daily_breakdown: {
    date: string
    scheduled_hours: number
    actual_hours: number
    overtime: number
    breaks: number
  }[]
  weekly_totals: {
    week_number: number
    total_hours: number
    overtime_hours: number
    average_daily: number
  }[]
}

Overtime Analysis

Overtime Level	Description	Flag
None	0 hours	Green
Moderate	1-10 hours	Yellow
High	11-20 hours	Orange
Excessive	>20 hours	Red

Efficiency Metrics

// Efficiency calculation
efficiency_rate = (net_hours / scheduled_hours) * 100

// Target ranges
const efficiencyTargets = {
  excellent: { min: 95, max: 100 },
  good: { min: 85, max: 94 },
  acceptable: { min: 75, max: 84 },
  poor: { min: 0, max: 74 }
}

Leave Analysis Report

Purpose

Analyse leave usage patterns, balance utilisation, and upcoming leave impact on scheduling.

Metrics Included

// Source: src/types/reporting.ts:252-290
interface LeaveAnalysisData {
  staff_id: string
  staff_name: string
  role: string
  leave_summary: {
    total_entitlement: number         // Annual allocation
    used_days: number                 // Days taken
    remaining_days: number            // Days left
    pending_requests: number          // Awaiting approval
    approved_leave_days: number       // Approved in period
    rejected_requests: number         // Declined requests
  }
  leave_by_type: {
    leave_type: string
    days_used: number
    days_remaining: number
  }[]
  upcoming_leave: {
    start_date: string
    end_date: string
    days: number
    type: string
  }[]
  patterns: {
    peak_months: string[]             // Most leave taken
    average_request_lead_time: number // Days in advance
  }
}

Leave Type Breakdown

Leave Type	Colour	Typical Allocation
Annual Leave	#3B82F6 (Blue)	25-28 days
Sick Leave	#EF4444 (Red)	10 days
Personal Leave	#8B5CF6 (Purple)	3-5 days
Compassionate	#EC4899 (Pink)	As needed
Study Leave	#06B6D4 (Cyan)	Policy-based

Impact Analysis

The report includes leave impact assessment:

Coverage gaps - Periods with potential understaffing
Approval recommendations - Based on team coverage
Carry-over projections - Unused leave forecasts

Skills Matrix Report

Purpose

Map staff skills, certifications, and identify training gaps across the organisation.

Metrics Included

// Source: src/types/reporting.ts:292-330
interface SkillsMatrixData {
  skills_overview: {
    total_skills: number              // Skills tracked
    certified_skills: number          // With valid certs
    expired_certifications: number    // Needs renewal
    skills_gaps: SkillGap[]           // Missing skills
  }
  staff_skills: {
    staff_id: string
    staff_name: string
    skills: {
      skill_name: string
      proficiency_level: 'basic' | 'intermediate' | 'advanced' | 'expert'
      certified: boolean
      certification_expiry: string | null
      last_assessed: string
    }[]
    training_recommendations: string[]
  }[]
  skill_distribution: {
    skill_name: string
    staff_count: number
    coverage_percentage: number
  }[]
}

Proficiency Levels

Level	Description	Requirements
Basic	Foundational knowledge	Training complete
Intermediate	Working knowledge	6+ months experience
Advanced	Expert capability	2+ years + certification
Expert	Master level	5+ years + advanced cert

Certification Tracking

Expiring soon (within 30 days)
Expired (requires immediate action)
Valid (current certification)
Not required (skill doesn't need cert)

Cost Analysis Report

Purpose

Analyse labour costs, overtime expenditure, and budget performance across the organisation.

Metrics Included

// Source: src/types/reporting.ts:332-380
interface CostAnalysisData {
  overview: {
    total_labor_cost: number          // All wages
    regular_cost: number              // Standard pay
    overtime_cost: number             // OT premiums
    benefits_cost: number             // Additional costs
    average_cost_per_hour: number     // £/hour
    budget_total: number              // Planned budget
    budget_variance: number           // Actual vs planned
  }
  staff_costs: {
    staff_id: string
    staff_name: string
    role: string
    hourly_rate: number
    hours_worked: number
    regular_cost: number
    overtime_cost: number
    total_cost: number
  }[]
  department_breakdown: {
    department: string
    total_cost: number
    staff_count: number
    average_cost: number
  }[]
  trend_data: {
    period: string
    cost: number
    overtime_percentage: number
  }[]
}

Cost Metrics Dashboard

// Dashboard display in ReportingDashboard.tsx:946-968
<div className="grid grid-cols-1 md:grid-cols-3 gap-6">
  <div className="text-center">
    <div className="text-3xl font-bold text-accent-coral">
      £{costData.overview.total_labor_cost.toFixed(0)}
    </div>
    <div className="text-secondary-text">Total Labor Cost</div>
  </div>
  <div className="text-center">
    <div className="text-3xl font-bold text-accent-coral">
      £{costData.overview.overtime_cost.toFixed(0)}
    </div>
    <div className="text-secondary-text">Overtime Cost</div>
  </div>
  <div className="text-center">
    <div className="text-3xl font-bold text-accent-coral">
      £{costData.overview.average_cost_per_hour.toFixed(2)}
    </div>
    <div className="text-secondary-text">Avg Cost / Hour</div>
  </div>
</div>

Budget Variance Analysis

Variance	Status	Action
≤-10%	Under budget	Review allocation
-10% to +5%	On target	Continue monitoring
+5% to +10%	Over budget	Investigate causes
>+10%	Critical	Immediate review

Compliance Report

Purpose

Monitor compliance with working time regulations, rest periods, and organisational policies.

Metrics Included

// Source: src/types/reporting.ts:382-414
interface ComplianceReportData {
  overview: {
    compliance_rate: number           // Overall %
    total_violations: number          // All violations
    critical_violations: number       // Serious breaches
    warnings: number                  // Minor issues
    last_audit_date: string
  }
  working_time_compliance: {
    max_weekly_hours_violations: number    // >48 hours
    break_violations: number               // Missed breaks
    rest_period_violations: number         // <11hr rest
    consecutive_days_violations: number    // >6 days
  }
  policy_compliance: {
    policy_name: string
    compliance_rate: number
    violations: {
      staff_id: string
      staff_name: string
      violation_type: string
      date: string
      details: string
    }[]
  }[]
  recommendations: string[]
}

UK Working Time Regulations

Regulation	Limit	Monitored
Weekly Hours	≤48 hours average	✅
Daily Rest	≥11 hours between shifts	✅
Weekly Rest	≥24 hours per week	✅
Breaks	20 min per 6+ hour shift	✅
Consecutive Days	≤6 days without rest	✅

Violation Severity

Level	Description	Example
Critical	Legal breach	>60 hours/week
High	Policy violation	Missed rest period
Medium	Pattern concern	Repeated minor issues
Low	Minor deviation	Single break missed

Report Access & Permissions

Role-Based Access

// Source: src/app/api/reports/run/route.ts:144-152
const role = getAuthRole(user)
if (role !== 'SYSTEM_ADMIN' && role !== 'COMPANY_MANAGER') {
  return ApiResponses.error(
    new DatabaseError('Reporting access requires company manager or system admin role', 403, 'FORBIDDEN'),
    403
  )
}

Role	Access Level
System Admin	All reports, all companies
Company Manager	All reports, own company only
Staff	No report access

Generating Reports - How to run reports
Exporting Data - Export to PDF/CSV/Excel
Time Tracking Reports - Detailed time analytics

Source Files:

src/types/reporting.ts - Complete report type definitions
src/components/reporting/ReportingDashboard.tsx - Dashboard component
src/app/api/reports/run/route.ts - Report execution API
src/services/reportingService.ts - Report generation service

Overview​

Report Categories​

Report Type Definitions​

Staff Performance Report​

Purpose​

Metrics Included​

Use Cases​

Sample Output​

Scheduling Analytics Report​

Purpose​

Metrics Included​

Key Indicators​

Visualisations​

Attendance Summary Report​

Purpose​

Metrics Included​

Attendance Patterns​

Bradford Factor​

Hours Tracking Report​

Purpose​

Metrics Included​

Overtime Analysis​

Efficiency Metrics​

Leave Analysis Report​

Purpose​

Metrics Included​

Leave Type Breakdown​

Impact Analysis​

Skills Matrix Report​

Purpose​

Metrics Included​

Proficiency Levels​

Certification Tracking​

Cost Analysis Report​

Purpose​

Metrics Included​

Cost Metrics Dashboard​

Budget Variance Analysis​

Compliance Report​

Purpose​

Metrics Included​

UK Working Time Regulations​

Violation Severity​

Report Access & Permissions​

Role-Based Access​

Related Documentation​

Overview

Report Categories

Report Type Definitions

Staff Performance Report

Purpose

Metrics Included

Use Cases

Sample Output

Scheduling Analytics Report

Purpose

Metrics Included

Key Indicators

Visualisations

Attendance Summary Report

Purpose

Metrics Included

Attendance Patterns

Bradford Factor

Hours Tracking Report

Purpose

Metrics Included

Overtime Analysis

Efficiency Metrics

Leave Analysis Report

Purpose

Metrics Included

Leave Type Breakdown

Impact Analysis

Skills Matrix Report

Purpose

Metrics Included

Proficiency Levels

Certification Tracking

Cost Analysis Report

Purpose

Metrics Included

Cost Metrics Dashboard

Budget Variance Analysis

Compliance Report

Purpose

Metrics Included

UK Working Time Regulations

Violation Severity

Report Access & Permissions

Role-Based Access

Related Documentation