Permission Level: Admins
Device: Web Browser
This article is designed for Admins to access via Web Browser.
Using the Reports Page in RosterElf
Reports are a powerful way to view and manage your staff data in your RosterElf account. This article explains how to navigate the main reports page, find your preferred reports quickly, and search for specific data insights. For details about specific reports, see the help articles linked in the left-side column. This guide will help you easily access and manage reports to monitor and analyse essential information about your staff, improving your workflow and decision-making.
1. Accessing the Reports Page
This section shows how to access the reports page in RosterElf. It explains the steps to open the reports tab, where you can start exploring your data and favourite frequently used reports.
1.1 Opening the Reports Tab
1.1.1. Click on the Reports tab at the top of your screen.
1.1.2. This will open the main reports page, where all available reports are listed.
2. Favouriting and Unfavouriting Reports
Learn how to favourite reports you frequently use and how to manage favourites to quickly access your preferred reports on the main page.
2.1 Adding a Report to Favourites
2.1.1. Find the report you want to favourite.
2.1.2. Click on the star icon next to the report name.
2.1.3. The star will fill in, indicating it is added to Favourites.
2.2 Removing a Report from Favourites
2.2.1. Click on the star icon again for any favourited report.
2.2.2. The star will become unfilled, removing the report from your Favourites.
3. Viewing All or Favourite Reports
This section covers how to switch between viewing all reports and only your favourited ones. This allows for easy filtering based on your preference.
3.1 Switching Between All and Favourites
3.1.1. Go to the top of the reports page.
3.1.2. Select either All or Favourites to display your preferred set of reports.
4. Searching for Specific Reports
This section describes how to use the search bar to locate specific reports. Using this function helps you quickly find the data you need without scrolling.
4.1 Using the Search Bar
4.1.1. Locate the search bar at the top of the reports page.
4.1.2. Type in the report name or keyword related to the report.
4.1.3. The page will filter the results to display relevant reports.
FAQs for Using the RosterElf Reports Page
1. How do I access the reports page in RosterElf?
Click on the Reports tab at the top of your screen. This opens the main reports page, where all available reports are listed for easy navigation and data access.
2. Can I favourite a report I use often in RosterElf?
Yes. To favourite a report, find it on the main page and click the star icon next to the report name. The star will fill in, indicating it’s now a favourite and will appear in your Favourites section.
3. How can I view only my favourited reports?
At the top of the reports page, select Favourites to filter and view only the reports you have marked as favourites. To switch back, click All to see the complete list of reports.
4. Is there a way to search for specific reports in RosterElf?
Yes. Use the search bar at the top of the reports page. Enter the report name or a keyword, and the results will filter to display relevant reports, saving you time in locating specific data.
5. Where can I find help articles on specific report types in RosterElf?
Additional help articles are available in the left-side column of the reports page. Click on the report name to access detailed information about that specific report type.