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Intro

As you make progress on your organizing project, there will be moments when you’ll need to create a high-level, comprehensive, yet concise snapshot of where things stand – whether for project leads, union officers, or other high-level people who need to know what’s going on.

Broadstripes’ Status Report feature is highly customizable, quick to put together, and flexible enough to convey exactly what you need it to.

How to get started

First, you fill in some basic information about your report. Then you choose what information it will display and what shops or departments to include. A last optional step is to adjust the report’s style to meet your needs. After that’s done, you’ll have a fully-customized report that you can print, download as a pdf, and save in Broadstripes for others to run at any time.

Ready to get started? Just open the Settings tab on your Broadstripes homepage and click Status reports.

Create a status report

Here’s how to set up a basic status report:

  1. Click Settings > Status reports in the upper right corner of any page to get started.
  1. This opens a page called Status report definitions. To generate a new status report, click + Define new report.
  1. A form will open where you can choose basic options for your report. You’ll need to fill out this section before you can continue on to more advanced modifications.
  1. Give your report a Name that will make sense to you and your team. You will be able to choose the filename of the printed report separately.
  2. Next, give your report a Header and Subheader. You can either manually type fixed names (which will stay the same no matter the content of the report), or use the provided options for tokens

What are “tokens?”

Tokens are placeholders that will be replaced with the relevant information at the time that the report is run. For instance, if your report is for a single shop called Grand Hotel and you select the Shop name (or %shop%) token as your subheader, at run time, the Shop name token will be replaced with “Grand Hotel.”

  1. Filename is the name the report is given when the file is downloaded for printing (for instance “Grand_Hotel_Status_Report_2018-12-20_11-51-06-AM-EST.pdf“). To get a file name like this, you can combine multiple tokens by selecting one token then another from the drop-down list.
  2. Grouping determines the categories your report will display and the order in which they will be displayed. You can choose from shop then leaderleader then shopshop only, or Classification report.

Classification reports

Classification report will display departments (Housekeeping, Special Events, etc.) in each shop or workplace in addition to shops and leaders. Classification reports are for large shops, where departments may be the more relevant subdivision for your organizing: for example, a large hotel where the Housekeeping department essentially functions as its own shop.

  1. Paper Size and Orientation give you control over the printing output of your report.
  2. Check show short department names to show shortened versions of department names on your report. When this box is unchecked, every department name will be prefaced by the shop name, e.g. a header called “Grand Hotel Housekeeping.” When it is checked, that header would simply read “Housekeeping.”
  3. The checkbox called Show classic event step column headings gives you a choice between two different column heading formats: “Classic” and “New.”
    • Classic includes a header with an event name above the columns for different event steps.
    • New displays event steps with no name above them.

No matter which format you use, you can customize the contents and orientation of every column. If you use the “New” format, you may want to change the name of the event step columns for additional clarity.

  1. Click Save to create your report and access advanced options. After you save, you will be taken to the column editor tab. However, at this point, you can access your report from the Status report definitions page at any time. If you want to edit the columns and format later, all you have to do is click edit from the Status report definitions page.

Choose columns for a status report

After you fill in the basic options for your status report, as discussed above, you will be directed to a page with several tabs where you can customize the information your report will display.

The first customization tab is called Columns and, as the name suggests, it allows you to customize which columns of data your report displays.

Add a column

To add a column to your status report, single-click on the column name under Available Columns. Columns that you select will show up under the Selected Columns heading.

Available columns

The “Available Columns” choices are organized by category:
  • Built-in columns reference built-in information fields like name, and contact info.
  • Calculated columns are not required, and may not have been set up for your project. You can read more about them in the Calculated columns article.
  • Leader roles include the leaders within the bargaining unit or worker group, which are explained in the Leader roles article.
  • Events for your project are listed individually along with their steps. You can choose to display as many events and event steps as you need in your report.
  • The last available column is Assessments, (this is sometimes called Codes, depending on your project’s general settings) which will display any assessment code data collected for people in your project.

Assessments will affect your filters

If you choose to display the Assessments column (sometimes called “Codes“) in your status report, you cannot filter your report by assessment code. That means that 1s, 2s, 3s, 4s, and 5s will show up on every report. If assessment codes are not displayed, you will be able to filter what’s included in the report by assessments – for example, to display just 1s and 2s in a report.

Also, note that a “Not set” column will be added to your Assessments code column automatically. “Not set” tracks the number of workers who have not been assessed.

Find columns faster

The Available Columns list can get pretty long and overwhelming, so Broadstripes gives you the option to filter columns by keyword using the filter columns box at the top of the Available Columns list. This helps you find what you’re looking for quickly in projects that have a lot of custom fields, calculated columns, and event data logged in Broadstripes.

For instance, if you want to find the “Addresses” column, you can type the first few letters – “Add” in the filter box. Broadstripes will filter the results, and the “Addresses” column will appear below.

Rename a column

You can use the Name text box to rename any column to display on your report with a different header.

For instance, you could select the “Cards Signed” column, and then change the name to display “Cards Signed as of 7/13“. This can be useful when you want to convey your information more legibly, or emphasize the timeline of your progress.

 

Classic vs. New column headings

When you defined your status report initially, you’ll remember that the checkbox called Show classic event step column headings gave you a choice between two different column heading formats: “Classic” and “New.”

  • Classic includes a header with an event name above the columns for different event steps.
  • New displays event steps with no event name above them.

If you chose the “New Style” of report, you may want to rename your event step columns to include the event name, for instance, to change “Signed” to “Card signed,” or “File” to “Card on file.”

Choose header label orientation

Next, you can also choose whether you want the header label to be oriented as Vertical or Horizontal text on your report (this will not affect the data on the report, just the header text).

Vertical orientation looks like this:

Horizontal looks like this:

As you can see, horizontal takes up a lot more space, but makes it much easier to read long headers.

Display as count or percentage

Last, you can choose to display your column as a count, a percent, or both. You must check at least one of Display as count and Display as percent to have any of your column data show up in your final report.

Once you are satisfied with your formatting choices, click Save, and the column will be added to Selected Columns list.

Reorder your report columns

The Selected Columns list is ordered to show you the order in which your columns will appear on the final report (the top column will be laid out the furthest to the left in the report, and the bottom column will be furthest to the right). You can change this order by clicking on the green box of the column you want to move, then dragging and dropping it to a new spot, like so:

To make sure your columns are correctly arranged and oriented, you can use the Preview buttons at the top of the page to see how your report will look once printed.

Save your work

Before you leave the Columns page, be sure to save your changes by clicking Save. Don’t worry – if you forget and try to leave without saving, a popup will remind you to stay and save your work!

Choose organizations for a status report

After you choose columns for your status report, you can move on to the Organizations tab where you’ll be able to pick which shops and departments to include in your report. Your status report will only include data for the organizations you choose to display. If you don’t choose any organizations, all will be displayed in your report automatically.

Navigating Organizations

The toolbar at the top of the shop list can also make it easier to find the shops and departments you’re looking for.

expand all lets you see every possible shop and department

collapse all allows you to view only the top level shops and departments

hide/show undisplayed toggles between showing you all shops or just the shops and departments with the display checkbox checked

reset to default sort order returns order of the list to its original state (if you have dragged and dropped the list to reorder it)

Choosing organizations

The organizations are displayed hierarchically. In the example below, the hotels are at the top level of the hierarchy, with departments nested below them. Sub-departments, such as the Housekeeping department, can also be displayed by individual floor.

Display – Check the Display box to display a location (shop, department, or sub-department).

Subtotal – The top levels of your shop/department structure are auto-subtotaled on your report (you will notice the option to change that is greyed out), but you can choose to subtotal any other level by checking the Subtotal box.

Breakout Classifications (classification reports only) – On Classification Reports, choose and the Breakout Classifications box to display information for job classifications within the corresponding location.

Which levels to display?

If you’re having a hard time choosing which levels of shop structure to display, just remember that you will often not need to display the top level of your shop structure. This is because all workers should be classified not only within a shop, but also within a department, so displaying departments will give you a better idea of where your workers are.

To check and make sure that your workers are all in departments, you can hover your mouse over any department or shop and see how many direct and indirect employees that shop or department contains.

For example, as shown below, the Grand Hotel has 0 direct employees, so it’s probably not worth displaying. Housekeeping, on the other hand, has 118 direct employees, so displaying it is a good idea. When a level of your structure has a direct employee, that means that the level is the smallest/most specific level of the shop structure under which that employee works.

Change your report’s sort order

By default, the shops and departments in your report will be displayed alphabetically. Below each department, its sub-departments are also displayed alphabetically. If you’d like to change the order that these appear on your report, just click on the name of any department or sub-department, then drag and drop it to the desired location.

When you’re satisfied with your selections, click Save.

Once you’ve saved your organizations, you can preview your report to make sure it looks the way you want it to. Click HTML for an on-screen preview, PDF for a preview in PDF, and XLSX for a preview in Excel spreadsheet format. Your preview will open in a new tab. Return to the Organizations tab to make and save any changes.

Your status report is complete!

If you want to make any custom style changes, you can do so using the Style tab. If not, you can go back to the main Report Definitions page, find your report, and click Run.

Once you’ve run the report, you can download it as a PDF by clicking the View as PDFbutton at the top of the report.

Working with status reports

The Status report definitions page provides a list of all your existing saved status reports. It shows you basic information about the reports, and provides links to actions you can take, like running, editing, or deleting a report.

Status report actions

Once you have your status reports set up, here are some options for working with them.

Run – This will re-run any status report with new, updated information. This means you can use the same parameters as the original report with updated progress, instead of going through the entire process of creating a new report.

 edit – This will bring you back to the Create a status report page and allow you to change the report options. Move through each of the setup tabs as needed (Columns, Organizations, Style) and save as you go. You can then run the report again to see updated numbers.

 copy – This will leave the selected report intact, and create a new copy. A pop-up will display telling you to enter a name for your new report. The default will be “Copy of [report name],” but you can change it to anything other than the name of the original report. Click OK when you’re satisfied with your new report name and the copy will appear in the Status report definitions list. To make changes to your copied report, click edit.

x delete – You can delete a report by using the delete button all the way to the right. Don’t worry, you’ll be asked to confirm your request before Broadstripes deletes your hard work!