All Collections
Rota, Time & Attendance
Reporting in Rota, Time & Attendance
Reporting in Rota, Time & Attendance

A guide on which reports are available in Rota, Time & Attendance and how to create/schedule them

Aimee avatar
Written by Aimee
Updated over a week ago

Creating a report

  1. To create a report, go to Reports and click the + button:

2. Choose the report you want to create:

3. Choose the filters you would like to apply to your report and then click 'generate':

4. Your report will then be displayed.

Reports are also customisable, so you can view specific data generated from the report, by selecting the 'column' button shown below;

Saving the report

  1. Click the upload icon to save the report:

2. Name the report and click save:

Scheduling a report

  1. After generating a report, you can then schedule a report by selecting the 'more' icon, then 'Report schedule':

2. Select the Enable report schedule box, then choose how often to generate the report, the day/time, PDF or CSV format, when you'd like it to start and who should receive this report:

Reports will be emailed to you on the scheduled day of the week you select.

What else can you do?

You can go back to the report parameters page by selecting the filter icon:

You can also rename the report by clicking Save as, and you can export the report to CSV and to PDF, and you can delete the report:

We're here to help

Any questions? Simply get in touch with us by using the messaging feature at the bottom right of your screen ๐Ÿ’ฌ

Did this answer your question?