Shift History

Shift History shows every past shift and the sales that happened during it. Open it from the Shift history tab on the Shifts page. From here you can review who worked when, see how much each shift earned, and move sales to the right team member.

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What you can do

• See past shifts with hours worked, sales, and message stats
• See who each sale belongs to in the Employee column
• Open View sales to inspect every sale behind a number
• Move (reassign) sales to the right team member
• Sort sales by date or earnings across the whole list
• Export the history from the toolbar

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Page layout

• Filters — pick the date range, the team member, and which metrics to count
• Export — starts a filtered XLSX export in the background
• History table — one row per shift, plus rows for sales that don’t line up with a shift
• Edit pencil — opens the shift editor

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Time zones

Dates and times in the history table use the time zone saved on each shift. This can differ from your current Preferences if the default zone changed after the shift was created. Sales dates in View sales should be interpreted together with the displayed shift zone when checking whether a sale falls inside or outside a shift.

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Export history

1. Set the date range, employee, and custom sales-source metrics you need.
2. Click Export in the toolbar.
3. AgencyKey prepares an XLSX file in the background.
4. Use the notification or ready download action when preparation finishes.

The export follows the selected filters and can cover a date range longer than the 90-day on-screen table limit. Do not repeatedly start the same export while it is preparing.

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History table columns

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Rows for sales without a shift

Some sales don’t line up with a shift. Instead of lumping them together, the table splits them into two clearly labeled rows so you always know why:

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Viewing and reassigning sales

Click the amount in the Sales column to open View sales — a list of every sale behind that number, with the fan, creator, type, status, date, and earnings.

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Reassign sales

If a sale ended up with the wrong person, you can move it. The flow is the same for every kind of row:

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1. Select the sales

Use the checkbox on each sale, or the select all checkbox in the header.

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2. Choose a team member

Click Reassign sales, then pick any team member you can access from the searchable list. You can move a sale to anyone — even sales from the Outside shifts or Unassigned (no employee) rows.

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3. Confirm

Confirm the change. The app works out the matching shift for each sale, so it lands in the right place. The list and the history table refresh on their own.

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Sorting that spans every page

Sort View sales by Date & time or Earnings, and the order covers the whole list — not just the rows already on screen. The top of the list is the real top.

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Permissions

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Common issues

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Next steps

• Managing shifts — create and edit shifts
• Calendar view — visual shift overview
• Recurring shifts — set up repeating schedules