How to Manage and Export PBJ Reports with Specific Filters and Settings

In this guide, we will walk you through the process of managing and exporting PBJ reports using specific filters and settings. Follow the steps below to customize and export your data efficiently.

Step 1: Adjust Filters

• Begin by reviewing the pre-arranged filters that display data relevant to the current quarter.

• To change the time frame, click on the filter and select your desired monthly data or specific time frame.

• If you manage multiple locations, you can filter by location:

  • Click on Add Filter and choose Location as the variable.

  • Select the location you wish to view data for.

  • Click outside the filter pop-up to save your choice.

Step 2: Customize Columns

• Navigate to the Columns section.

• In the modal, select All Columns.

• Choose the data you want to display in the report, such as Assignee.

• Click outside the modal to save your selection.

Step 3: Export the Data

• Locate the three little dots on the right side of the screen.

• In the drop-down menu, select Export with Filters.

• A message will pop up; click Go to Files.

• Once the download is available, click the Download button next to the desired CSV file.

And there you have it! You now have all the data you need, exported with your specified filters and settings. Thank you for using vShift as your source for per diem and permanent staff management.