Open Needs Report

Access: Users assigned the Reports - Open Needs permission may access and run this report. By default, the following roles are assigned this permission: Educator and higher.

The Open Needs Report provides a broad view of the open needs across multiple departments and/or facilities.

Unlike other Facility Scheduler reports, the Open Needs report uses stored data (pulled once each night) rather than live data, due to the size of the database and amount of data that must be retrieved for the report.

To run the Open Needs Report:

In the main navigation bar, click the Reports > Browse Reports.
In the Staff group, click Open Needs Report.
Enter filter criteria for the report:

Open Needs Report Filter

Select a Start Date and End Date to define the date range for reporting. You can run the Open Needs Report for a period of up to six weeks. Enter the date range for reporting.
Enter the summary time. Each summary time should be reported separately.
To add a department to the Departments list to include in this report, click the Add link for the department. If you have access to multiple facilities, you can select departments from multiple facilities.
Option. Create Groups for this report. This is recommended. See Creating Daily Roster Department Groups in the Facility Scheduler User Guide.
After you add departments to the Departments list, click the Refresh button (next to the Skills list) to update Skills so all skills that are assigned to the selected departments are now available for selection.
The report rolls up all over- schedule and under-schedule numbers for all selected Skills reported together. Unless a department only has one or more like skills, you should select specific skills for this report.

10) Clear (uncheck) the All check box for the Skills list so that that skills become available for your selection.

11) Select the Skills to be reported together. For example: RN and LPN/LVN or CNA, PCA, PCT and NT, Med Tech and Med Technologist.

12) Click Save to run the report. The results display the total over (+), under (-) or even (0) for each department. The Total Needs column shows the net total for each Summary Time/Date. Color coding is consistent with other functions of the Facility Scheduler: Red = Under, Yellow = Over, White = Meets Target.

13) Option. You can export the report to Excel for additional manipulation of data.

Sample Open Needs Report