Access People Planner provides a range of reporting options designed to help you view and analyse the information that matters most to your organisation. Alongside the standard export tools, the system also offers a set of pre‑made templates that can enhance the level of detail in your reports.
Pre-made reporting templates
To support additional reporting needs, four ready‑to‑use templates are available:
Cancelled Visits
Hours and Visits
New Employees Within a Defined Period
Mileage
These templates can be downloaded and added directly to your Access People Planner environment. Once downloaded, upload them by following these steps.
Click Planning, then click Visits.
Click Exports, then click Visits.
Click Upload Templates and enter the name of your template.
Add a description, then click Choose file.
Select the relevant template, then click Open.
Click save.
Once uploaded, the templates will be available for use in your reporting workflow.
Custom reports
If you require more flexibility or wish to build highly customised reports, Access People Planner allows you to export data into Excel for use with pivot tables. This gives you the freedom to drill down into your information in a way that suits your reporting style.
Export data for pivot tables
Click Planning, then click Visits.
Click Exports, then click Visits.
From the branch and area dropdown, select the relevant data.
Enter the start and end dates.
Under Export Type, select Excel.
From the Export Template list, choose Service Duty – Template – Excel.
Click Export to generate your Excel file.
Building your pivot table
Once your Excel file opens:
Select the Pivot tab at the bottom of the workbook.
In the PivotTable Fields panel, drag and drop fields into the Filters, Columns, Rows, or Values areas to build your report.
For additional guidance on using pivot tables, refer to the resources available on the Microsoft website.
Bespoke customer report
📌Note: The Support team can't assist with the creation of bespoke reports. However, once a custom report has been developed and implemented, Support will be available to help with initial troubleshooting. When requesting assistance, provide as much detail as possible, including specific examples where relevant
If your organisation requires bespoke reporting beyond what templates and pivot tables can provide, you can contact your Account Manager to discuss your requirements. Alternatively, you can raise a new case via our Access Digital Assistant.