Reporting and Printing
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      Roster Report

      View scheduled labor up to two weeks at a time.

       

      💡 Note: This article contains interactive tutorials. Click the target to advance to the next step.

      Contents

      Navigation

      View By/Group By

      Report Type

      Date Picker

      Columns

      Navigation

      1. Click Roster on the left side Navigation Menu
      2. Click Report to navigate to the Roster Report

      💡 Note: The Roster Report only displays individuals that have active schedules through a date range. If you're unable to locate a worker on the Roster Report determine if they have an active schedule by searching them on the Workforce Schedule view. 

      View By/Group By

      1. Using Display Groups, you're able to view/group the Roster Board to find data quickly
      • Click the header of a row to expand/collapse it's contents

      Report Type

      Day - Use the Date Picker to select a day for the report to highlight

      1 Week - Use the Date Picker to select a Monday. The report will span 7 days.

      2 Week - Use the Date Picker to select a Monday. The report will span 14 days.

      Custom - Use the Date Picker to select a start date. The report will span 7 days.

      Date Picker

      1. Click the Date Picker above the center of the Roster Report
      • Select the Start Date for the report
      • Select the End Date for the report

      💡Note: If the report starts on a Monday and goes for 7 or 14 days as a default the end date will be automatically populated.

      Columns

      The data displayed on the Roster Report is completely customizable

      1. Access the Columns Menu and select which data to show
      • Click and drag columns into the order you'd like them to be displayed
      • Save your custom view for easy access in the future