The Shift Reports module in Wirely allows venues to track and log shift activities, commentary, and operational notes. It supports daily reporting, optional subcategories, and integration with reports for internal or external distribution. This guide is written for both admins who set up shift reports and general users who enter comments during shifts.
Overview
The Shift Reports module enables:
Recording daily shift commentary and operational notes.
Categorising reports with categories and subcategories for structured tracking.
Timestamped logging of comments with user attribution.
Can be added to the end-of-day report
Users with the appropriate permission access can create and edit shift report information.
Glossary of Terms
Category – Main heading displayed on the front end of the module (e.g., Weather Report, Food Traffic).
Subcategory – Nested section under a category where users enter shift comments (e.g., Day Shift, Night Shift).
Mandatory Toggle – Option to require completion of a subcategory before submission.
End-of-Day Distribution List – Email recipients who receive shift report summaries.
Report Builder – Tool to integrate shift report commentary into broader reports for internal or external use.
Best Practices
Admins: Always create subcategories first, then assign them to categories.
Users: Enter commentary daily and accurately to maintain compliance and reporting accuracy.
Integrate shift commentary into the Report Builder for consistent reporting.
Timestamp and user logs help maintain accountability.
When to Contact your System Admin:
You cannot create or assign subcategories or categories.
Shift reports are not visible to users with appropriate permissions.
Comments fail to log or timestamps are missing.
End-of-day or report builder integrations fail.
Any discrepancies appear in the report distribution list.