Schedule Audit Trail report

The report answers questions like:

  • Who made a change to Ashley's schedule for next week, and exactly when was it made?
  • What changes were made to Monday's schedule? I need to keep my team accountable for the changes that were made.

  • Which agent picked up a targeted shift trade request, and when?

You can filter it on any field in the report.  

You can export data to Excel but filters will not be applied.

NOTE   
  • If a schedule is changed by an automated process rather than a user, the Modified by field indicates that the change was made by the system. For example, this can occur when the system automatically approves a request or when schedules are copied to or imported from another scenario.

Page location

WFM > Reports > Schedule audit trail

Fields in this report

Field Description

Modified at

 The date and time when the change happened.
Modified by

The name of the user who made the change.

The Modified by field shows who made the schedule change. If an automated process made the change, the field indicates that the change was made by the system rather than a user. This can occur when the system automatically approves an absence request, overtime request, or shift trade request.
Agent The agent whose schedule was changed.
Type The type of item that was changed; shift, absence or day off.
Action The type of change which was made and where in the product it was made.
Details More information about the shift category, absence type or day off.
Start time The start time of the shift, absence or day off.
End time The end time of the shift, absence or day off.

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