You can run the Rota Progress report to get a single view of rota status across multiple sites or departments for a chosen week, so you can quickly see what’s still in draft, marked for approval, or published, plus forecasted hours, sales, wage percentage, and scheduled hours.
📌Note: To access it, your permission level needs the Rota Progress access right, and you’ll also need the right site access so you can view the sites or departments you want to report on.
To run the Rota Progress report, follow the steps below:
Click Reports in the main navigation, then open Scheduling.
Select Rota Progress then select the followings:
Week picker: select the week you want to review or use the jump-to options like this week / last week.
Site/Department: select the specific sites or departments you want to report on.
Rota status: filter by Draft, Marked for approval, or Published which is useful to see what’s still outstanding.
Hide sites without a rota: select this to exclude sites where no rota has been created yet.
Click Export to export it to Excel, CSV or select Print.