Schedule coverage

Schedule coverage#

For: Manager | Admin You’ll need: A plan that includes skills & coverage — Plus or Pro — and permission to view reports (your manager will know).

Schedule coverage shows required vs scheduled vs actual headcount by skill or position over the period, with a status flag (‘Overstaffed’, ‘Understaffed’, ‘Covered’) on every row. Use it to spot gaps before the shift starts and to learn where your forecasts are off.

Open the report#

  1. In the sidebar, open Reports → Schedule coverage.

A ‘Coverage overview’ summary strip sits at the top, giving the period’s headline numbers before you read any rows.

Filter the data#

  1. Pick a range from the period dropdown in the toolbar: ‘Today’, ‘This week’, ‘Last week’, ‘This month’, ‘Last month’, ‘Last 30 days’, ‘Last 3 months’, ‘This year’, ‘Last year’, or ‘YTD’.

  2. (Optional) Click the filter icon in the toolbar, choose ‘Location’, tick one or more locations, and click ‘Apply’.

Add each further filter the same way — one property at a time. Choosing ‘From’ or ‘To’ from that menu overrides the preset and switches the dropdown to ‘Custom’. Each filter you add shows as a chip under the toolbar — click the chip to change it, × to remove it, or ‘Clear’ to drop them all.

Export#

See Export a report (CSV, XLSX, PDF) for CSV, XLSX, and PDF details.

Columns in this report:

  • Date

  • Location

  • Position

  • Required

  • Assigned

  • Gap

  • Status

Read the interval demand table#

Below the daily table, a second ‘Interval demand’ table breaks coverage down within the day — one row per interval, with Interval, Location, Position, Required, Scheduled, and Gap. Use it when a day looks covered overall but a specific time slot is short.

Verify it worked#

Each row is one date, location, and position. ‘Gap’ is ‘Assigned’ minus ‘Required’ — a negative number means understaffed, zero means covered, a positive number means overstaffed. The ‘Status’ column carries the same verdict as a label.