> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shiftsheet.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports & Insights

> How to use the Reports page to understand workforce productivity, costs, and compliance.

The **Reports** page gives you data-driven visibility into your team's hours, project allocation, costs, and compliance.

Go to **Reports** in the sidebar.

***

## Available tabs

<Tabs>
  <Tab title="Overview">
    A high-level summary for the selected period:

    * **Total hours worked** across the team
    * **Labour cost** based on configured hourly rates
    * **Compliance summary** — how many entries had rule violations
    * **Approval status** — pending vs. approved vs. rejected entries

    Best used for a quick health check at the start of the week.
  </Tab>

  <Tab title="Workforce">
    Breaks down hours by individual team member:

    * Hours logged per person
    * Overtime accumulated
    * Efficiency (logged vs. scheduled)
    * Leave days taken

    Useful for identifying who's overloaded or underutilising their schedule.
  </Tab>

  <Tab title="Projects">
    Shows how hours were distributed across projects:

    * Hours and cost per project
    * Untagged hours (not linked to any project)
    * Profitability estimate (if billable rates are set)

    Use this before generating invoices to verify time allocation.
  </Tab>

  <Tab title="Compliance">
    Shows rule violations and policy adherence:

    * Entries that triggered insight rules (e.g., too many consecutive days, excessive overtime)
    * Violation severity breakdown (Info / Warning / Critical)
    * Audit trail of approval and rejection actions

    Review this regularly to catch compliance issues before they escalate.
  </Tab>
</Tabs>

***

## Filtering by date range

At the top of the Reports page, select a preset or custom date range:

* **This Week**
* **This Month**
* **Last Month**
* **Custom** — pick any start and end date

***

## Downloading reports

Click **Download** (top right of each tab) to export the current report as a CSV file. This can be imported into payroll or accounting tools.

***

## My Performance tab (Employees only)

Employees see a **My Performance** tab showing their own data:

* Hours logged vs. scheduled hours
* Tasks completed this period
* Leave taken
* Balance movements (Flexi, TIL, RDO)