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Reports overview

Where to find Reports in Sweeply, who can access them, and what each report is for.

Written by Hubert

Sweeply's Reports give managers a view of cleaning activity, upcoming workload, issues, and optional-housekeeping uptake. You'll find them in the left sidebar under Reports (the chart icon).

Who can see Reports

Reports are available to Admins and House Managers. Standard users and housekeepers don't see the Reports section.

Available reports

  • Tasks — cleaning and task activity per team member over a period.

  • Issues — an overview dashboard of reported issues.

  • Workload — the upcoming task load per day, for planning.

  • Optional housekeeping — rooms that declined service, for properties using an opt-in policy.

You may also see a Minibar report (if the Minibar feature is enabled) and any custom reports set up for your organization.

Common controls

  • Date range — every report has a date-range picker with quick presets (Today, This week, This month, and more).

  • Export to Excel — the Tasks and Workload reports can be exported to an .xlsx file.

See the individual articles for each report: Tasks report, Workload report, Optional housekeeping report, and Issues report.

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