Overview

Generate and print Daily and Weekly Roster reports directly from the Scheduling tab without navigating to the Reporting tab.

Generate a Daily Roster

Generate or print the roster for a single day while working on the schedule.

To generate a Daily Roster:

1. Navigate to the Scheduling tab and select the Roster Report icon.
2. Navigate to the desired day, if needed.
3. Select the report options, such as:
   • Show House Shifts
   • Show Unposted Shifts
   • Show Day Notes
4. Print or save the report as needed.

Fig.1 - Daily Roster Report

Generate a Weekly Roster

Generate or print a roster for the selected week. The Weekly Roster provides a full-week view of employee schedules and can include scheduled meal and break times alongside each employee's shifts.

If an employee works multiple jobs or shifts on the same day, each shift is displayed separately within that day's information.

To generate a Weekly Roster:

1. Navigate to Scheduler > Reports.
2. Select Weekly Roster.
3. Select the week you want to review. The report defaults to the current week.
4. If needed, filter the report by:
   • Day
   • Schedule
   • Shift
   • Job
   • Location
   • Labor Position, when applicable
5. Select Include Meals & Breaks to display scheduled meal and break information.
6. Select Include Employee Phone Number if you want employee phone numbers included in the report.
7. Review the Weekly Roster.
8. Select Print to PDF or Export to CSV to export the report.

Note: The Weekly Roster displays scheduled meal and break information. It does not change how meals or breaks are configured or scheduled.

Fig. 2 – Weekly Roster with scheduled meals and breaks