Reporting
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      Timesheet/Payroll Reporting

      Timesheet & Payroll reporting made easy with Rosterfy's Reports module.

      IN THIS ARTICLE: 

       

      Overview

      The reports module provides comprehensive reporting capabilities across the entire Rosterfy platform. In this article, we will guide you through the process of creating a report specifically tailored for your timesheet and payroll requirements.

      For more information about the Reports module, check out the Reports - Overview article.

       

      Creating a Timesheet/Payroll Report

      To create a report for your Timesheet or Payroll needs, follow the below steps:

      1. In the Admin Console, navigate to Reports > Reports.
      2. Click Create.



      3. Enter a Name for the report, this will show in the Reports Listing page.
      4. Select All Event Shift Users as the Report Type, from the drop down list.
      5. Select your preference from either Excel or CSV as the File Type.
      6. Click Next to select the columns for the report.
      7. In this section, you can customise the report by selecting the specific information you want to include. Below is an example of the types of columns you might consider adding.

      8. Once you have added all necessary columns to the report, click Next.
      9. This section allows you to filter the report. Click Add Rule for any filter you wish to add, 
        This is useful if you need to limit the report to a particular event, shift or any other attribute.
        The example below shows the filter for a specific Event ID, only data relevant to this specific event will be included in the report.

      10. Once you have added all required filters to the report, click Next.
      11. You have the ability to sort the report, the available columns will be shown. You can add multiple criteria for the sorting. Click Next, once finished with the sorting.
      12. Finally, you have the ability to schedule the report for later or save it as a template.
      13. Once you are finished with all selections, press Submit.
        The report will run and you will be directed back to the Report Listing page. Here you will see the download option against the report, to download it.

       

      For more information on Reports within Rosterfy, check out the Reports - Overview article.