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Starters Report

A listing of employees whose contract has started within the date range selected

triSaaS Support avatar
Written by triSaaS Support
Updated over 9 months ago

What is a Starters report

This report provides a list of employees whose contracts have started within the selected date range.


How to export a Starters report

  1. Go to the configure portal.

  2. Head over to Reports.

  3. Select Starters that sits under Employee.

  4. Select the date range and the location that you wish to view.

  5. Click on the Run button.

  6. 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 Starters 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.

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