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Tabular View for Scheduler
Tabular View for Scheduler

How to access and get value from the Tabular view for Scheduler

Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

In this article we cover:

Tabular view for Scheduler allows you to see all your shifts in a table list format. This allows additional, useful information to be displayed for each shift compared to the regular Scheduler format. It is therefore useful as a way of getting a high level overview of shift activities.

To access Tabular view open the 'View' menu and toggle on Tabular:

Through tabular view you can see:

Which shifts have clock-in and clock-outs

If a shift has a clock-in, the time of the clock-in will be displayed as a label next to the shift start time.

Likewise, if a shift has a clock-out time then the clock-out time will be next to the shift end time.

If a shift has mileage and/or expenses added and whether the correct allowances have been added

Under the 'Trackers' section of the shift you can see if a shift has mileage or expenses added and whether the correct mileage and expenses allowances have been added too:

Icon

Meaning

No mileage and no mileage allowance have been added

No expense and no expense allowance have been added

No mileage has been added, but an mileage allowance has been added

No expense has been added, but an expense allowance has been added

Mileage and an mileage allowance have been added

An expense and an expense allowance have been added

Mileage has been added, but an mileage allowance has not been added

An expense has been added, but an expense allowance has not been added

Whether a shift has notes attached

As well as tracking mileage and expenses, the 'Trackers' section also allows you to see if a shift has notes attached:

Icon

Meaning

No note attached

Note attached

Filtering shifts to focus on what you need

Tabular view allows you to focus down on specific sets of shifts. You can filter by:

  • Team, staff or client

  • What allowances are attached

  • If a shift has or doesn't have a clock-in, mileage, expense and note

Your selected filters will be visible at the top of the table, from where you can clear or edit them:

Customising your view

Having a lot of data points on a table can make it hard to read, that's why we have made some of the columns optional and you can select which ones to view. These columns include:

You can toggle these using the vertical-ellipses menu:

There are also certain columns that are only visible depending on whether you are in Client view or Staff view:

  • Staff view: Allowances

  • Client view: Price book

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