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Open the Shift history tab on Shifts to review past work, sales, and message statistics. Individual sale attribution is reviewed and changed in the separate Sales journal. Shift History table with filters and export action

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What you can do

  • Review past shifts, hours worked, sales, and messaging results
  • Filter by period, employee, and sales-source metrics
  • Open an accessible sales amount in Sales
  • Export filtered history to XLSX
  • Edit a shift when your role allows it

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Period and time zones

The default is the current month. The on-screen history supports up to 90 days; XLSX exports can use longer ranges. Dates and times in history use the time zone saved on each shift, which can differ from your current Preferences.

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Table rows

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Open the sales behind a row

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1. Choose the history filters

Select the period, employee, and sales sources you need. If every amount is zero, check that at least one sales source is enabled. [Screenshot pending: history filters and available Sales amount link]

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2. Open an available amount

Click the sales amount when it is a link. AgencyKey opens Sales with a Shift filter for that row, period, and categories. The link requires compatible Sales access; personal access opens your own allowed rows. [Screenshot pending: Sales journal opened with Shift filter]

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3. Review sales in the journal

Use the journal to inspect attribution and, if permitted, change it or review proposals. Show the whole period removes the Shift filter. Its normal period, model, and employee filters then become available again. [Screenshot pending: Shift filter and Show the whole period]
Manage shifts → Edit controls shift editing. It does not grant Sales reassignment. The old sale-selection and reassignment popup in Shift History has been replaced by the Sales journal.

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Export history

  1. Select the period, employee, and sales sources.
  2. Click Export.
  3. Wait for the XLSX preparation notice and use its ready download action.
The export follows the history filters. Do not start duplicate exports while one is preparing.

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Permissions and common issues

View history opens historical shifts within your configured data scope. Shift editing, viewing Sales, and reassigning Sales are separate permissions.
  • No history tab: ask an authorized administrator to check View history.
  • Amount is not a link: check Sales viewing access and whether its scope covers the row.
  • Sales opens but reassignment is missing: check Sales reassignment permission, not shift editing.
  • Figures differ: compare the row’s period, time zone, categories, and full amounts versus employee shares.