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Worked Shifts Reporting V2: Enhanced Navigation and Filtering

This article explains the new features and enhanced functionalities of the Worked Shifts V2 view, including customized exports, saved filters, and multi-select filtering.

Written by Sebastian.J Jordan

Inside the Reporting page, you may notice that the table inside the Worked Shifts tab has changed. This article explains the new features and enhanced functionalities of this view.


Main Changes to the Worked Shifts Reporting Page

  • Navigation: Column headers and primary identifiers (Employee Name, Job Code) are locked (static) to maintain context while scrolling.

  • Pagination: Supports high-density data viewing with up to 1,000 rows per page.

  • Saving Search Filters: The new filters menu allows you to save search filters for a more personalized search.

  • Multi-Select Filtering: You can now search for multiple items at once, including multiple Employees, Job Codes, Payroll ID, Shift ID, or Location.

  • Lock Table Headers: Click the lock icon to lock or unlock the table, allowing you to scroll down the entire page

  • Full Screen: Click the full-screen icon to enter full-screen mode, expanding its view and hiding the headers and navigation menus, allowing you to focus on filters and the table itself.


Reporting Tools

While the interface has been updated, key administrative tools remain accessible in their standard locations:

  • Action Menu: Contains Manage Custom Shifts — in the same location as the original view.

  • Worked Shifts Editing: The Edit function remains in the same place, at the end of each data row.


New Search Filters Available

The search filters remain in the same location, but you will now notice several new options for filtering worked shift data.

  • Job Payroll Code: An additional identifier mapped to specific Job Codes. These can be managed via Settings > Job Codes.

  • Tippable Status: Filters shifts based on whether the assigned Job Code has "Take-Home" enabled.

  • Shift Type: Differentiates between Standard Shifts (imported directly from your POS) and Custom Shifts (manually created within TipHaus).

  • Missed Clock-Outs: Isolates shifts that are missing a recorded clock-out time.

  • Earnings Logic: Filters shifts based on the specific logic or source from which employees received their take-home pay.

  • Cash Details: Allows for filtering by shifts with declared cash tips or specific cash paid-out amounts.


New Feature Highlight: Saving Filter Sets

  • You can now save your search filters by clicking Save Filters.

  • Assign a Name to the filter set.

  • Select which roles can have access to these filters under the Department menu; select My View to save the filters only for you.

  • This functionality streamlines the navigation of your worked shift data.


New Feature Highlight: Custom Table Views

Custom Views allow you to define and save specific column configurations for recurring reporting needs.

How to Configure a Custom View

Follow these steps to build and deploy a personalized reporting layout:

  1. Click on the View button and select Configure Columns.

    You can start with the Compact View and Expanded View. These options replace the previous button functionality.

  2. Create Template: Select Create New.


  3. Set Name and Permissions:

    • Assign a name and choose between Role-Based access or Private (My View).

  4. Location Scope: Choose the specific Locations where this view will be active. You will only need to select a location if your role has access to multiple locations. If you are saving this view for yourself, you won't need to select a location.


  5. Column Selection & Hierarchy:

    • Check the boxes for all required data columns.

    • Drag-and-Drop: Use the handles to the right of the column names to set the horizontal order (left to right).

  6. Finalize: Click Save and Apply.


How to Show a Pre-Saved View

  1. Click on the View button — your saved views will be listed in the Configure Columns menu based on your permissions.

  2. Your saved views will be listed based on role permission levels and your personal settings.

  3. Select the desired view and click Apply. You can also edit pre-saved views from this menu

How to Show or Pin a View

You can click on the Pin button to the left of each of your views to add them to the Views dropdown menu. You can pin a maximum of two additional views to the search section.


Your saved views will be listed in the Configure Columns menu based on your permissions



Still have questions? Contact our customer success team here or click the Chat icon in the bottom-right corner of your Client Dashboard.

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