What is a Shift Approvals Overview report
The Shift Approvals Overview report allows you to view shift approvals and outstanding queries over a selected time range across multiple locations. This report only includes shift approvals for past dates—current and future dates are excluded.
How to export a Shift Approvals Overview report
Go to the configure portal.
Head over to Reports.
Select Shift Approvals Overview that sits under Operations.
Select the date range and the location that you wish to view. You can choose to view either the summary or detailed information.
Click on the Run button.
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 a Shift Approvals Overview 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.
After running the report, simply click Schedule.
Give the report a title.
Select the suitable frequency and time.
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.
Add email addresses.
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.
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