Accessing reports in RosterElf

This article explains how to access and use the new reports in RosterElf. You’ll learn how to view, customise, and export reports that help you track attendance, costs, leave, and more. Whether you're a manager, payroll officer, or business owner, these reports give you better visibility into workforce activity.

You'll also find a breakdown of each report type and what data it includes. This ensures you can confidently select the right report for your business needs and export it in your preferred format. 

1. How to access new reports

This section shows how to open and customise the new reports in RosterElf. You'll learn how to set filters, export files, and save reports as favourites. This helps you work more efficiently and find the data you need quickly.

1.1 Open the reports section

1.1.1 Log in to your RosterElf account.

1.1.2 Click the Reports tab on the left-hand menu.

1.1.3 Press View Full Report on a report to launch the report.

1.2 Customise and export your report

1.2.1 Use the filters to set your date range, sites, staff and positions if desired.

1.2.2 Press Export to download your report in CSV or PDF format.

2. Types of reports available

This section outlines the different reports available in RosterElf. Each report serves a unique purpose—whether you're tracking shifts, reviewing staff details, or calculating wage costs. Use this section to choose the right report for your goals.

2.1 Complete Shift Report

Key Details:
Shows employee names, sites, and scheduled shift durations.
Includes clock-in and clock-out times and any variances.
Displays approved timesheet hours for the selected period.

2.2 Staff Details Report

Key Details:

Lists employee name, contact details, and profile photo.

Shows employment type, staff ID, and current status.

Includes date of birth for reference.

2.3 Approved Leave Report

Key Details:

Displays names of staff with approved leave.

Shows number of approved leave days per staff member.

2.4 Shift Notes Report

Key Details:

Lists staff names and their shift dates.

Shows notes entered for each shift.

2.5 Timesheet Cost Report

Key Details:

Shows approved hours and labour cost for each employee.

Includes sites, roles, and shift dates.

Helps with payroll reconciliation and wage tracking.

2.6 Roster Wage Report

Key Details:

Estimates labour cost as a percentage of daily sales.

Uses rostered shifts and sales data from the Payroll screen.

Exportable to CSV and PDF for reporting use.

Frequently asked questions about RosterElf reports

1. How do I access reports in RosterElf?
To access reports in RosterElf, log in to your account and click the Reports tab on the left menu. Then, press View Full Report on the report you want to view. You can apply filters, export the file as CSV or PDF, and save it as a favourite for quick access later.

2. Can I customise the date range in a RosterElf report?
Yes, you can customise the date range in any report. After opening a report, use the filters at the top to select your preferred date range, site, and position. This allows you to tailor the report to your exact business needs.

3. What file formats can I export RosterElf reports to?
RosterElf reports can be exported in CSV or PDF format. This gives you flexibility for data analysis, record keeping, or sharing with payroll and management teams.

4. What does the Complete Shift Report include?
The Complete Shift Report shows employee names, scheduled shifts, clock-in and clock-out times, variances, and approved timesheet hours. It gives a full view of shift attendance and accuracy across your selected date range.

5. How do I favourite a report in RosterElf?
To favourite a report, click the star icon next to the report name after applying your filters. You can then access it quickly in the Favourites tab anytime you log in.