Overview
Data Exports in the Above Store Console (ASC) allow users to generate and download reporting data across multiple locations within their organization.
Reports are organized into categories to make them easier to find, and a search option allows users to quickly locate a report by name or keyword. When a report is selected, additional details are displayed to help users understand the report's purpose and contents before generating the export.
Note: The reports and data available in Data Exports depend on your organization's configuration and your user permissions.
Accessing Data Exports
To access Data Exports:
- Log in to the Above Store Console (ASC).
- Select Data Exports from the navigation menu.
- Select the Data Export drop-down to browse the available reports.
Reports are organized into categories and can be expanded or collapsed to make navigating the available exports easier.
Fig.1 — Searching and browsing reports in Data Exports
Finding a Report
Reports in Data Exports are organized into the following categories:
- Schedules & Rosters
- Staff & Company
- Engagement
- Proforma
- Labor Analysis
- Forecasting & Projecting
- Compliance
- Payroll & Financial
Select a category to expand or collapse the reports available within it.
Search for a Report
A search field is also available within the Data Export menu.
Enter a report name or keyword to filter the available reports across all categories. Results update as you type, allowing you to locate a report without browsing each category individually.
Understanding Report Details
When you select a report, additional information is displayed to help you understand the export before generating it.
Depending on the selected report, this information may include:
- A description of the report and its intended use
- Columns included in the export
- Available reporting timeframe
- Additional information or requirements specific to the report
Use this information to confirm that you have selected the appropriate report and understand the data that will be included in the export.
Fig.2 — Example of report details and included columns
Generating a Data Export
The filters and options available when generating an export vary depending on the selected report.
To generate an export:
- Select the required report from the Data Export drop-down.
- Complete the available filters and required fields.
- Select Generate Report.
- Enter the requested email information when prompted.
- Select Send.
Note: Available filters, date ranges, location selections, and other requirements vary by report. Review the information displayed for the selected report before generating the export.
For instructions or additional information about a specific report, refer to the applicable report article in the Customer Success Portal.
Availability Export
The Availability export allows users to report employee availability across multiple stores or companies directly from ASC Data Exports.
Select Availability from the Data Export list, choose the applicable date range and locations, and generate the report.
Note: Availability export date ranges are limited to a rolling six-month period.
The CSV export includes employee and availability information, including:
- Client name
- Employee name
- Employee ID
- Day and date
- Availability status
Availability may be reported as Available, Unavailable, or Partially Available, including the applicable time range.
Receiving Your Report
Data Exports are generated and delivered by email.
Once the report is ready, the email includes a Download Your Report link that can be used to access the generated export.
Fig.3 — Download link included in the Data Export email
Updated Report Names
Some Data Export reports were renamed to make their purpose clearer. Only the report names changed; the underlying report data and output remain unchanged.
| Previous Report Name | New Report Name |
|---|---|
| Engagement House Shift Pickups | House Shift Pickup Requests |
| Engagement Shift Swap | Shift Swap Requests |
| Engagement Shift Releases & Pickups | Shift Release & Pick Up Requests |
| Engagement Availability | Availability Requests |
| Engagement Time Off | Time Off Requests |
Additional Information
- The reports available in Data Exports may vary based on your organization's configuration and user permissions.
- Report filters, available date ranges, output fields, and other requirements vary by report.
- Selecting a report displays information about the export before it is generated.
- Generated Data Exports are delivered by email.
- Refer to the applicable report-specific article for detailed instructions and information about individual exports.
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