Schedule Audit Trail report
This report shows all changes made to schedules in the default scenario and in one non-default scenario where Enable schedule audit trail is selected. To include a non-default scenario in this report, select Enable schedule audit trail when you create the scenario. For more information, see Create alternative scenarios in the web.
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?
-
Which agent accepted an Extra hours posting, and when was the schedule updated?
You can filter it on any field in the report.
You can export data to Excel but filters will not be applied.
- 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.
- If an audit-enabled non-default scenario is deleted, its historical audit records remain available in the report.
Prerequisites
You have the Reports > Schedule audit trail permission.
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. |
Related topics
- General Audit Trail report
- WFM standard reports
- Create alternative scenarios in the web
- Audit user and system changes for QM and Analytics—Audit all changes for the rest of the Webex WFO suite