User rights
The user rights shown below need to be enabled in order to view the Overview Roster report:
Viewing the Overview Roster report
To view the report, go to Human Resource > Overview Roster report.
- Report filter: Choose a template that was saved previously from the dropdown list.
- Valid From/Valid To: Define the period for which you need to create a report.
- Template name: To use custom configurations in the future, enter a template name and save.
- Public: The report template can be edited and reviewed by other users.
- Protected: Other users have no permission to edit the report template.
- Private: The report template is available only for the user who created it.
- Sorting: Choose the sorting option. You can set ascending or descending order by clicking one of the radio buttons.
- Filter On: It is possible to filter either on Filter or on Human Resources. To use filters, click the Filter radio button. After clicking the dropdown list with filters available, you can choose the filter that you need. To filter on human resources, choose the Human Resources radio button. You can now search and mark one or several human resources filters for the report.
- Time Mode: You can choose a time mode from the dropdown list.
- Period Template: You can choose a period template from the dropdown list. You can also add several days before the period and several days after the period if you need to create a report for the specific period. Pay attention that Valid From and Valid To dates are not available for editing as these dates are set automatically according to the chosen period.
- Frequency: You can adjust the weekdays that you want to be displayed in the report.
- Roster view: You can choose how the roster will be displayed in the report.
- Grouping: You can select several items for grouping from the Available list and move to the Selected field using the single arrow. You can also move all Available items to Selected using the double arrow. If you want to change the order of the items in any field, use up and down arrows.
- Phone Types: You can mark the phone types that you need to be displayed in the report.
- Roster Filters: Choose the Roster filter from the dropdown list.
- Roster Label: You can select a maximum 20 labels from the Available list and move to the Selected field using the single arrow. You can also move all Available items to Selected using the double arrow. If you want to change the order of the items in any field. use up and down arrows.
