--- title: How to create a Personnel Details Report description: personnel --- [Skip to content](https://support.facsware.com/knowledge/how-to-create-a-personnel-details#main-content) [Need Help?](https://support.facsware.com/knowledge/kb-tickets/new?hsLang=en) ![logo\_2x.png\]](https://support.facsware.com/hs-fs/hubfs/FACS_January_2020/Images/logo_2x.png?height=40&name=logo_2x.png) Open main navigation Close main navigation - [Need Help?](https://support.facsware.com/knowledge/kb-tickets/new) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://support.facsware.com/knowledge?hsLang=en) 2. [Reports](https://support.facsware.com/knowledge/reports?hsLang=en) # How to create a Personnel Details Report ## Personnel is a key resource tracked within your Daily Reports — recording who worked on the job site, their classification, company, and hours. The Personnel Details Report pulls this information out of your Daily Report entries into a single table, making it easy to review labor across a date range without opening individual entries. ### **Running the Report** From the Report Log, open the **Personnel Details** report and click **Configure** to set up your criteria: - **Date range** *(required)* — Choose the date range of Daily Reports to include. Quick shortcuts are available: **This Week**, **Last Week**, **Last 7 Days**, **This Month**, **Last Month**, or **Reset** to clear your selection. Defaults to **This Month**. - **Personnel** *(required)* — Choose which personnel to include. Populated from everyone recorded in a Personnel Details table on a Published or Archived Daily Report. Defaults to all personnel found. - **Status** *(required)* — Choose which Item Source Template, typically Daily Report, statuses to pull from (In Progress, Submitted, Under Review, Approved). Defaults to **Approved** only. - **Associated Items** *(optional)* — Narrow results to personnel entries tied to specific pay items. Defaults to all items found. - **Company** *(optional)* — Narrow results to personnel from specific companies. Defaults to all companies found. When a field allows multiple selections, chosen values display as chips; if there isn't room to show them all, the field will show a chip indicating how many additional values are selected. Click **Run** to generate the report, or **Cancel** to close the flyout without changes. You can reopen **Configure** at any time from the Report View page to adjust your criteria and re-run the report. **TIP**: Double clicking the report will open and run the report using the most recently used report configuration criteria.   ### **Viewing the Report** The report displays **one row for every time a person was recorded** in a Personnel Details table entry — so if the same person appears multiple times across different Daily Reports (or even multiple times within one), each instance gets its own row. Results are sorted by **Date** (most recent first), and then by **Name** alphabetically within each date. Each row includes: | Column | Source | | --- | --- | | Date | Daily Report's Date field | | Number | Daily Report's Number field | | Creator | Daily Report's Creator field | | Status | Daily Report's Status field | | Classification | From the Personnel Classification list, for the personnel selected | | ID | From the Personnel list, for the personnel selected | | Name | From the Personnel list, for the personnel selected | | Company | From the Personnel list, for the personnel selected | | Count | From the Personnel Details table | | Regular Hours | From the Personnel Details table | | Overtime Hours | From the Personnel Details table | | Associated Item Number | Number of the item linked in the Personnel Details table | | Associated Item Description | Description of the item linked in the Personnel Details table | | Personnel Remarks | From the Personnel Details table | Field values display using the same format as their source field — for example, if Count is a number field with 2 decimal precision on the entry, it will show with 2 decimal precision in the report.   ### **Exporting the Report** Click **Export** to generate an Excel (.xlsx) or PDF version of the report: 1. A notification appears letting you know your export is processing. 2. Once ready, you'll receive an email with a **Download** link. This link expires **3 days** after the email is sent. 3. The downloaded file is named **Personnel Report Export \[yyyy-mm-dd\]**, using the date the export was generated. The exported file's header row matches the report's current column order, and each row matches what's shown in the report — the export contains the field values only, without any additional calculations. 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