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Generating a Past Shifts Report

Updated

The Past Shifts Report lets you export a record of all shifts completed at your workplace. This article explains how to request and receive the report, including options available to parent accounts.

Requesting the Report

Desktop

  1. Open the Clipboard web app
  2. Select "Reporting" from the "Billing" section in the left menu

  3. Under "Export Past Shifts," select "Request export"

    NOTE: If you are logged in to a parent account, the button appears as "Request export for your workplaces". See Requesting a Consolidated Report below for additional options.
  4. In the Export My Past Shifts window, set your date range using one of the following options:
    • Select a PBJ Quarter chip to automatically populate the Start and End dates

    • Manually enter the Start and End dates. Selecting manual dates removes the PBJ Quarter selection.
      Screenshot 2026-09-07 at 19.28.57.png

      NOTE: Reports can cover up to six months at a time and include the selected dates.
  5. Select the file format you want to receive the report in:
    • CSV or Excel — standard spreadsheet formats. Continue to step 6. 
      Screenshot 2026-09-07 at 19.30.42.png
    • PBJ XML — a CMS-submittable file for PBJ submission. Enter your 6-digit Workplace ID (FAC_ID). Once entered, select Preview Report to review the XML content (Header, Employees, Staffing Hours, and Issues) before downloading.
      Screenshot 2026-09-07 at 19.32.12.png
  6. Choose how you want to receive the report:
    • Select Download Report to download it directly on the page, or 

    • Select Email report to receive it by email. The report is sent to your registered email address from no-reply@updates.clipboardworks.com.

      NOTE: The download link in the email is valid for 24 hours after you receive it. If you are unable to access the report in that time, submit a new request by following the same steps. Also, add the above address to your contacts to ensure delivery.

Mobile

  1. Open the Clipboard mobile app. 
  2. Select "Reporting" from the "Billing" section in the left menu. 
    Reporting.jpg

  3. Under "Export Past Shifts," select "Request export"

    NOTE: If you are logged in to a parent account, the button appears as "Request export for your workplaces". See Requesting a Consolidated Report below for additional options.
  4. In the Export My Past Shifts window, set your date range using one of the following options:
    • Select a PBJ Quarter chip to automatically populate the Start and End dates.

    • Manually enter the Start and End dates. Selecting manual dates removes the PBJ Quarter selection.

      NOTE: Reports can cover up to six months at a time and include the selected dates.
  5. Select the file format you want to receive the report in:
    • CSV or Excel — standard spreadsheet formats. Continue to step 6.
    • PBJ XML — a CMS-submittable file for PBJ submission. Enter your 6-digit Workplace ID (FAC_ID). Once entered, select Preview Report to review the XML content (Header, Employees, Staffing Hours, and Issues) before downloading.
  6. Choose how you want to receive the report:
    • Select Download Report to download it directly on the page, or

    • Select the option to receive it by email. The report is sent to your registered email address from no-reply@updates.clipboardworks.com.

      NOTE: The download link in the email is valid for 24 hours after you receive it. If you are unable to access the report in that time, submit a new request by following the same steps.Also, add the above address to your contacts to ensure delivery.

Requesting a Consolidated Report

If you are logged in to a parent account, "Export Past Shifts" includes additional options for reporting across other workplaces.

  1. Under Export Past Shifts, the option appears as "Request export for your workplaces".
  2. In the Export Workplace Shifts window, set your date range using one of the following options:
    • Select a PBJ Quarter chip to automatically populate the Start and End dates.
    • Manually enter the Start and End dates. Selecting manual dates removes the PBJ Quarter selection.

  3. Select specific states or workplaces to include in the report. Deselect any workplaces you don't need.

    NOTE: If you select more than one workplace, you can only choose CSV or Excel, and the report can only be sent by email. If you select one workplace, proceed with the full set of options below.
  4. If you selected more than one workplace, select whether you want separate or consolidated reports. This option does not appear if you selected only one workplace.
  5. Select the file format you want to receive the report in:
    • CSV or Excel — standard spreadsheet formats
    • PBJ XML — a CMS-submittable file for PBJ submission. Enter your 6-digit Workplace ID (FAC_ID). Once entered, select Preview Report to review the XML content (Header, Employees, Staffing Hours, and Issues) before downloading.
  6. Choose how you want to receive the report:
    • Select Download Report to download it directly on the page (single workplace only), or

    • Select Email Report to receive it by email. The report is sent to your registered email address from no-reply@updates.clipboardworks.com.

      NOTE: The download link in the email is valid for 24 hours after you receive it. If you are unable to access the report in that time, submit a new request by following the same steps.Also, add the above address to your contacts to ensure delivery.

Still Have Questions?

If you need help navigating the app or have questions about any feature, contact support: