This article applies to frontline managers.

You can export your team's Shifts schedule data for any given time period to an Excel workbook.

Note: If your organization uses a time clock, see Export time reporting.

Export schedule data

  1. In Shifts, go to the team schedule.

  2. Go to More options Teams more options icon at the top right of the Schedule page, and then select Export schedule.Export schedule menu item

  3. Choose the start and end dates for the timeframe you want to export.

  4. Here, you have a couple of options, depending on what you want to do. Do one of the following, depending on the scenario. 

    • Your schedule periodically repeats itself for each worker on your team, and you want to reuse it for future dates by importing it to Shifts In this scenario, turn on the Export in a format that can be imported toggle.  Screenshot of export option for Shift schedule data in a format that can be imported.

      Note: After you export the schedule, update the start and end dates for each worker on your team in the Excel workbook before you import it to Shifts.

    • You want to view information such as total paid hours, time off (full or partial days), and shifts notes, for a particular timeframe for your team. In this scenario, turn off the Export in a format that can be imported toggle, and then select the corresponding check boxes to include daily hours, time off, and/or shift notes.Screenshot of export options in Shifts, showing shift notes, daily hours, and time off options.

  5. Select Export.

Want to know more?

Read more about Shifts

For IT admins

Shifts for frontline workers Manage the Shifts app for your organization

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