Roster Reports: Matrix Reports
A flexible, and comprehensive reporting method has been introduced for generating Matrix reports on rosters. To access the reporting feature, go to Admin -> Roster reports.
Matrix reports are dynamic reports that display the count for your choice of row headers and row columns, allowing for flexible data visualisation.
Default Matrix Reports
There are five types of default system matrix reports pre-configured and saved for your site:
matrixCancelledByRoster: Includes the count of total cancelled shifts or user assignments for each roster on a row.
matrixMultipleStaffByRoster: Includes the shifts with more than one staff for each roster on a row.
matrixRoleTotals: Includes the count of the total worked for each role on a row.
matrixRosterTotals: Includes the count of the total worked for each roster on a row.
matrixStaffWithStaff: Includes the count of how many times each user works with another.
How to generate a report
To display the report, click on 'View' next to the Matrix 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 > Matrix.
click on '+Create new matrix 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.