How to run a Report

To run a Report go to Reporting>Reports:

Find the relevant report by clicking on the arrows next to the category names:

Alternatively, you can click on the ‘Search’ tab and type in a key word in the search box:

Once you have entered your key word, e.g. Leave, press ‘Find Report’ and the system will bring up all relevant reports:

Double click on your chosen report and it will bring up the following screen:

You can use the filters to choose the relevant date ranges, Rota Group, Team, Person, Role, Zone and Duty Station.

These fields are not mandatory, so don’t have to be filled in if you want to include all staff members.

To select multiple options in the filters, click on the ‘=’ sign:

This will bring up the following drop down menu:

Click on ‘contains’

And then press the three dots in the text box:

Which will bring up the following window:

Select all relevant options and press ‘OK’

Once you have applied the relevant filters press the ‘Run Report’ button to run the report:

You will be able to export the report onto Excel by pressing the ‘Export’ button:

This will bring up the following screen:

Press the ‘Export to File’ button highlighted above to download the report in an Excel file.

This will open the export in your browser and download it to your cloud.

To access any exports you have created select the arrow at the top middle of your screen, then select 'Documents'

This will open the Documents section of your organisation's cloud server.

Here you will be able to see a list of all exports taken from your system. Double click on the export you have just created to open it in excel enabling you to save it locally on your computer.