Insights
Reports
/reports7 stepsThe report viewer every report opens in, with filters and dates, charts, a paged table, an AI summary and export. Admins and office users use it to answer a specific question, such as vacant shifts or expiring documents, and to take the result out of Rostery.
Step by step
- 1
Open a report from the Report Hub, then select Filters & Dates. Set the start and end dates and any other filters the report offers, then select Apply.
- 2
Export when you need the data outside Rostery. Use Export All Reports on the Report Hub for one workbook, or Export inside a report for Excel, PDF or CSV.
- 3
Check the chips beside Filters & Dates. Each chip shows a filter in use, and its X removes that filter.
- 4
Read the charts above the table, where the report has them, for a quick picture of the rows returned.
- 5
Page through the table with the arrows at the bottom, and choose 10 to 250 rows per page. The record count shows the total that matched.
- 6
Select AI Summary for a short written insight on the data shown. Close it with its X when you are done.
- 7
Select Back to Report Hub at the top of the report when you are done, and choose another report from the cards.
The screen
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