Roster Reports: Staff Reports
A new, more flexible, and comprehensive reporting method has been introduced for generating Staff reports on rosters. To access the new reporting feature, go to Admin > Roster reports > Staff.
Staff reports include a row for each user along with their data count. These reports are designed to provide insights into staff activity and statistics.
Default Staff Reports
There are seven types of default system staff reports pre-configured and saved for your site:
Staff days of week - v1: Includes the count of staff shifts grouped by weekdays and weekends.
Staff days of week - v2: Includes the count of staff shifts grouped by weekdays.
Staff Holidays: Includes the count of users' holiday shifts.
Staff Multiple: Includes the count of users' shifts that have more than one staff member per shift.
Staff Overtime Hours: Includes the count of users' shift durations with overtime (in hours).
Staff Seniority: Includes the statistics for staff seniority.
Staff Template: Includes the count for user shifts that were built from templates.
How to generate a report
To display the report, click on 'View' next to the Staff of report you wish to download.
A popup window will appear. Make your own changes to the date range and filters, then click on 'Generate report' to download it.
Creating a New Report
Navigate to Admin > roster > roster reports > Staff.
click on '+Create new staff report
You may change the headers by deleting the default ones and/or adding more. To add headers, click on 'Edit headers'.
Click "Save" to save the report with the parameters you defined.