How do I generate a report?
Team Planner allows you to generate reports to see how much time has been spent on a specific task or how long a staff member has spent on a task, etc.
- Go to Admin View from the left-hand menu.
- Click the Export/Download button in the top-left of the screen.
- A pop-up window called Export Planner will appear.
- Select the dates, staff member(s), tasks, and locations you want to include in the report.
- Click the green Export button. The report will automatically download to your computer, usually in your Downloads folder.