Report Settings
A guide to setting up shift, daily, weekly, and monthly email reports!
Written By Emma Williams
Last updated 23 days ago
Navigate to Settings → Reports Settings
Shift
Shift reports are configurable reports intended to be sent by managers at the end of their shift. They should include a summary and other relevant information for other managers or owners. Exactly what is in these reports can be configured here.
Flip the slider to enable Shift Reports. Enter an email and hit enter after each one. Hit save after making changes.

Creating an Outline for Your Report
Flip the toggle from Opening to Closing to configure each one individually. Flip the slider next to each field to enable it for your report.
You can also open each field to see a preview of what it looks like.
Fields:
Previous Lead* - This field will automatically populate with the name of whoever sent the last shift report.
Issues Opening - Managers will enter a list of issues or errors found when opening the venue.

Shift Overview - Managers will enter comments about how the shift went in general
Staff Review - This field allows managers to select an employee and give them a star rating and comments on their performance. For privacy, this field will only open right before the report is sent and cannot be saved as part of a draft.

Customer Interactions - Managers can enter comments about customers during their shift (cancelled games, odd transactions, lost belongings, etc)
Handyman* - Will autofill with any Handyman Tasks that were completed or created during this shift.
Training* - Will autofill with any Training Items that were completed by employees during this shift.
Daily Tasks* - Will autofill with any Daily Tasks that were completed by employees during this shift.

Revenue* - Will autofill total revenue for this shift.
Register - Allows managers to state how much cash is in the register and if it is unbalanced.
Games Played* - Will autofill with the number of games played during this shift.
Other Notes - Managers can add any remaining notes here.
Custom Field - Add a custom section to the report. Can be a text field, an employee select field, or a star rating. You can create multiple custom fields, but they are specific to opening or closing reports. If you’d like to add the same custom field to both, you’ll need to create it twice.
* indicates a field that will autofill based on venue data
Any fields that calculate data “for this shift” are calculating the amount since the last shift report was sent. For daily totals, refer to Daily Reports.
Daily
Flip the slider to enable Daily Reports. Enter an email and hit enter after each one. Hit save after making changes.

Creating an Outline for Your Report
Flip the slider next to each field to enable it for your report. Use Select All or Clear All to turn every field on or off.
You can also open each field to see a preview of what it looks like.
Fields:
Games Delivered - total number of games and players, total revenue, avg hints per game, escape rate, and avg escape time.
Staffing Hours - shows employees scheduled, their role, timeclock duration and details. Will sum staffing hours. Only filled when timekeeping is integrated.
On Time - lists every game played yesterday, when they were scheduled for and when they actually started (early or late).
Training Completed - shows training items completed yesterday, who completed them, and when.
Staff Without Timed Resets - lists employees with expired resets, what room they’re missing, and when their last timed reset was in that room.
GM Activity - shows employees that GM’d, how many games, their escape rate, hint requests, hints sent, and calculates a “proactive score” for them.
Time Added by GM - shows how many minutes were added by each GM and how many games had added time.
Games Paused - lists GMs who paused games, pause duration, and reason.
Reset Time Details - table that shows each completed reset, duration of reset, and if time matched expected time.
Resets & Errors by Employee - shows number of resets done by each employee and number of errors logged.
Reset Errors per Game - shows number of resets done for each game and number of errors logged.
Reset Error Details - shows each reset error, the room it happened in, who logged it, and who made the error.
Untimed Resets - shows which resets were untimed and who completed them.
Tasks Completed - shows which daily tasks were completed and who completed them.
Expired Tasks - lists daily tasks not completed in the time since they were last scheduled.
Things Fixed - shows completed maintenance tasks and who completed them.
Things to Fix - lists all outstanding maintenance items.
Surveys with Speak to Owner - shows surveys with low scores that selected the “speak to owner” checkbox.
Surveys Completed - shows how many surveys were completed throughout the day, the average score, and the percentage of games that completed a survey.
Review Mentions - lists google reviews that name employees.
Rebooking Details - shows rebookings that were created, what employee they’re attributed to, and new booking details.
Games Run as Test - shows any claimed bookings run or attributed to the Test user.
Reset by Test - shows any resets or game cycles completed by the Test user.
No Booking Games - shows any game run that had no booking data attached to it and details about that game.
Discount Games - lists any games run with more than a 30% discount and what promo code was used.
Games with Unexpected or Incomplete Data - shows games with incomplete data, no show games, or those without an end summary completed.
Extra Players - displays games where the player count was higher than the number of players detected by Loss Prevention. Loss Prevention must be turned on.
Dashboard Metrics - gives an overview with staffing hours per game, games run, revenue after tax, and staffing as a percentage of revenue.
All of these fields are automatically filled and these emails will send every morning at 7:30 local time with data from the previous day.
Weekly
Flip the slider to enable Weekly Reports. Enter an email and hit enter after each one. Hit save after making changes.

Monthly
Flip the slider to enable Monthly Reports. Enter an email and hit enter after each one. Hit save after making changes.
