Workforce Management

Include an option to choose only certain events to be exported in the report

We would like to set up automated exports of schedules from the Staffing Timeline in order to do analysis in another tool. The recurring GSheets functionality is available for other exports/reports in Assembled.

When exporting data from the Heatmap report, you can select various metric combinations, but the export only includes "Scheduled vs required" metrics, regardless of the selected metrics from the dropdown. I would expect the export to reflect their chosen metrics, such as "Actual vs scheduled", or any other option available in the UI.

When exporting schedules from the Staffing Timeline, it would be nice to have the option to export the custom columns that are configured in the "Customize extra columns" menu. This would allow us to export schedules with identifiers such as Line of Business or Site, and would allow quicker data analysis when exported, rather than having to combine with People Data exports.

Summary: Currently, when users export schedules to CSV and re-upload them — even without modifying certain activities — any existing comments/descriptions on those events are removed. This causes data loss and extra manual work for teams using CSV uploads for bulk changes. Current Behavior: Comments/descriptions are included in the export (as of July 2025). However, when the CSV is re-uploaded, the import process overwrites all events in the selected time window. This means that comments/descriptions on unchanged events are deleted, even if the event itself wasn’t edited. Desired Behavior: When re-uploading a CSV, Assembled should preserve comments/descriptions for any events that have not been modified. Ideally, the CSV import process should support one of the following enhancements: Selective overwrite – Only update events that have changed (based on event ID or modified fields). Preserve comments toggle – A checkbox or setting to retain existing comments during import. Ensure comments are included in both export and import without loss.

I should be able to automatically export data from the Schedule Analysis page without needing to manually trigger the export each time.

The option to upload a schedule in the same format as the Event List export. The same columns as in the export need to be populated. The key columns that need to be filled out would be Agent ID, Event ID, Start time (timestamp), End time (timestamp), and their respective time zones.

When Schedule Analytics is exported for a multi-day range, all daily data for each agent is summarized into a single row. In order to track trends over time, breaking out each day's data for each agent into its own row would be preferred.

As a user, I want to choose a selection of schedule change types when exporting from the staffing page Details: It can be difficult to export this data for analysis due to the sheer number of schedule changes that occur As a user, I want to only select the types of schedule changes I care about (in this example: event change requests, direct event editing, and time off approvals) so that I can easily export data over a wide time interval for easy analysis (ie, multiple weeks or multiple months)