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Run rota financial report

You can see the rota financial in a few easy steps.

Relu avatar
Written by Relu
Updated over 3 weeks ago

Running rota financial reports gives you detailed insights into your labour costs and helps you understand overspending and underspending.

The Rota Financial Data report provides a comprehensive overview of rota financials across multiple organizational levels, addressing limitations of other reports by including key enhancements and additional information.

Why this report is important

These reports help you:

  • Track staff scheduling and labour costs effectively.

  • Make informed decisions about workforce management.

  • Optimize resource allocation.

  • Ensure better budget management.


Run the report

To run the rota financial report, follow the below steps:

  1. Click Reports then click Other Reports.

  2. Expand Rota Financials folder then select the required report.

  3. Run Report then fill in the dates required.

  4. Click Submit.

πŸ“ŒNote: You will find several reports in the rota financial report folder, if you can't see the rota folder or any reports within the folder then you may need the report name permission to see them. Contact your system admin who will be able to update your permissions or if you are the system admin and not sure on next steps then you need to contact us.

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