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Rota progress report

Get a single view of rota status, forecast hours, and wage percentage across multiple sites.

The Rota Progress report shows the status of rotas across multiple sites or departments for a chosen week, alongside forecast wages, sales, hours, and wage percentage. It's useful for head office teams checking what's still in draft, pending approval, or published before the week begins.

πŸ“Œ Note: You'll need the Rota Progress access right and the appropriate site access to run this report.


Run the report

  1. Click Reports in the main navigation, then click Rota Progress.

  2. Use the week picker to select the week, or use Jump to for a preset period.

  3. Filter by site or department.

  4. Filter by rota status (draft, marked for approval, or published) to focus on what's outstanding.

  5. Toggle Hide sites without a rota to exclude sites where no rota has been created.

  6. Click Export to download as CSV or Excel, or select Print.

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