How to run a shift notes report

This guide explains how to run a shift notes report in RosterElf. The shift notes report provides detailed insights into notes attached to individual shifts, including staff member details, shift dates, and notes. By following this guide, you'll learn how to view, filter, and export shift notes reports efficiently. This report helps managers track key shift information and improve operational visibility.

1. Access the reports page

The first step to running a shift notes report is navigating to the reports page. This section explains how to log in and locate your reports.

1.1. Log in to RosterElf.

1.2. Click on Reports in the top page menu.

1.3. You’ll now be on the Reports page, where you can see all your custom reports.

1.4. For an overview of custom reports, refer to Overview of custom reports.

2. Select the shift notes report

This section guides you on selecting the shift notes report to view notes attached to shifts.

2.1. Click on Shift Notes Report.

2.2. The report will display details, including the staff member's first and last names, shift dates, and notes.

3. Apply filters to customise your report

You can filter the report to focus on specific staff, sites, or time periods. This ensures the report is tailored to your needs.

3.1. Use the top menu to filter by:

3.1.1. Staff

3.1.2. Sites

3.1.3. Period

3.2. Once all filters are selected, click Run Report in the top-right corner.

4. View and export the shift notes report

After running the report, you can review the details and export it for your records in your preferred format.

4.1. Review the report, which includes:

4.1.1. Employee names

4.1.2. Shift dates

4.1.3. Scheduled times (start, break, finish, and total time)

4.1.4. Time and attendance records (clock-in/out times and breaks)

4.1.5. Staff notes for each shift stage (start, break, finish)

4.2. Click Export in the bottom-right corner.

4.3. Choose to export the report in PDF or CSV format.

Frequently asked questions about shift notes reports

1. What is a shift notes report in RosterElf?

A shift notes report in RosterElf provides detailed information about individual shifts, including staff member names, shift dates, scheduled times, and notes added by staff. This report helps managers monitor key shift details and improve operational visibility.

2. How can I access the shift notes report in RosterElf?

To access the shift notes report, log in to RosterElf, navigate to the Reports page from the top menu, and select Shift Notes Report. The report will display shift-related details such as employee names, dates, and notes.

3. Can I filter shift notes reports to focus on specific staff or time periods?

Yes, you can filter the shift notes report by staff, site, and time period. Use the top menu in the report to apply filters, then click Run Report to view tailored results.

4. What information is included in a shift notes report?

The shift notes report includes:

4.1. Staff member names

4.2. Shift dates

4.3. Scheduled shift details (start, break, finish, total time)

4.4. Time and attendance records (clock-in/out times, breaks)

4.4. Staff notes for each shift stage (start, break, finish)

5. How do I export the shift notes report?

To export the shift notes report, click Export in the bottom-right corner of the report page. You can save it in either PDF or CSV format, depending on your preference.