SmartFind Express - Operators

Report List

Use this page to create reports on job, employee and substitute data for their locations. Click on the link of the report to display the report detail page. After you enter the report parameters on the detail page, you can view and save the report.

To manually add a second date line to the report header to show the date the report is for, use the Report Title field on the report’s setup page. Add the date to the report title when running the report.

Access Reports

  1. From Reports, choose Report List.

  2. Click the link for the report to use.

  3. Enter the criteria, then click Search.

  4. Do one of the following:

    1. Click Save Report to save a file.

    2. Click Save & View to save a file and open the report.

    3. Click View Report to open the report.


Report

Description

Today's Jobs

Job information for the administrator’s locations for a single day.

Today's Available Substitutes

Availability information on all substitutes for the current day.

Active Substitutes: Schedule/Unavailability

Schedule and unavailability dates and times for all active substitutes who can accept jobs for the administrator’s locations.

Job Inquiry

Create numerous inquiry reports using different combinations of search criteria and report parameters.

Employee Detail

General information on single or multiple employees.

Employee Reason Balances

Reason balance information on single or multiple employees.

Employee List

Profile information on employees.

Employee Labels

Labels include name, address, city, state, and zip code if this information is provided on the employee profile. The label types are:

  • Avery 5162 (1.33” X 4”) 2-up

  • Avery 5163 (2” X 4”) 2-up

  • Avery 5164 (3.33” X 4”) 2-up

  • Avery 5160 (1” X 2.63”) 3-up

Substitute Time Worked

Generates the calculated total hours worked by a substitute.

Substitute Detail

General information on single or multiple substitutes.

Substitute List

Daily Availability and Unavailability Dates information for substitutes.

Substitute Statistics

Statistics on assignment calls, the type of assignment call, and the assignment type.

Substitute Labels

Labels include name, address, city, state, and zip code if this information is provided on the employee profile. The label types are:

  • Avery 5162 (1.33” X 4”) 2-up

  • Avery 5163 (2” X 4”) 2-up

  • Avery 5164 (3.33” X 4”) 2-up

  • Avery 5160 (1” X 2.63”) 3-up

Absence Approval

Information on absence approval requests.

# Days Worked/Absent

There are two report types:

  • The Employee Report type gives a total for the number of days an employee was absent for a specified date range. Each occurrence and the total for the occurrence are listed separately.

  • The Substitute Report type gives the number of days a substitute worked during a specified date range, including an option for consecutive days worked.

Use the Break at Holiday and Break at NSR fields to indicate if the consecutive days’ calculation should break at these occurrences. For each report type, all occurrences are listed separately.

Active Employee Profiles

Total number of active employee profiles for the district.