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Hour Type Analysis

You can export and analyse shifts for selected hour types

triSaaS Support avatar
Written by triSaaS Support
Updated over 10 months ago

What is an Hour Type Analysis report

You can export and analyse shifts for selected hour types, such as worked and holiday, for efficient rota planning.


How to export an Hour Type Analysis report

  1. Go to the configure portal.

  2. Head over to Reports.

  3. Select Hour Type Analysis that sits under Scheduling & Timesheets.

  4. Select the date range, the location, the hour type, and the contract type that you wish to view.

  5. You can run the report against scheduling or timesheets.

  6. Select the option that works for you.

    • Amalgamated: This combines the data for the chosen hour types and shows the total hours.

    • Itemised: This provides a breakdown of the hours for the chosen hour types.

  7. Click on the Run button.

  8. Make sure the expected information appears in the on-screen report, and then click Download to export the data in the Excel spreadsheet.


How to schedule an Hour Type Analysis report

Scheduled reports can be set to automatically send to the relevant members via email, keeping them informed and ensuring that no one misses important information.

  1. After running the report, simply click Schedule.

  2. Give the report a title.

  3. Select the suitable frequency and time.

  4. Enable the report attachment if required. This allows recipients to view the report directly without having to log into Rota King, provided the report size is under 10 MB.

  5. Add email addresses.

  6. Click Save.

To make changes to a scheduled report, navigate to the Scheduled Reports section under Reporting, select the report you wish to modify, and edit it as needed.

☺️ Have questions or need support? Reach out to us at email. We're here to help!

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