What is a Week to Date Analysis Report
A Week to Date analysis report summarizes data or performance metrics from the start of the week through to the current date. This type of report helps businesses or teams track ongoing performance, identify trends, and make decisions without waiting for the week to close. It provides an early insight into how well the team or company is meeting targets within that week.
How to Run a Week to Date Analysis Report
Go to Reports which is in the left side navigation panel.
Select Week to Date Analysis that sits under Financial.
Select the Date and Location.
There will be a drop down menu with 3 report options - Week to Date, Month to Date and Year to Date.
Click Run.
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 Week to Date 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.
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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