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Shift Comments Report

View all shifts with comments added against them. The report can be ran against scheduling or timesheets.

triSaaS Support avatar
Written by triSaaS Support
Updated over 7 months ago

What is a Shift Comments Report

A Shift Comments Report allows you to view all shifts that have a comment against them at the Scheduling and Timesheet level. You can select a specific location or all of your locations. Employees can add comments to their shifts for a number of reasons such as running late due to traffic or they could be starting early as per a manager's request.


How to Run a Shift Comments Report

  1. Go to Reports which is in the left side navigation panel.

  2. Select Shift Comments that sits under Scheduling & Timesheets

  3. Select the Date Range and the Location

  4. There will be a drop down menu with 2 options - Timesheets or Scheduling

  5. Click Run.

  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 Shift Comments 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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