Staff Extras Report

Usage

This report allows you to collate staff extras recorded in Staff > Staff Maintenance > Extras.


Report Parameters

All Staff: Ticking the All staff box, runs the report on every staff member stored in Staff.Care that matches the report criteria.
To add single or multiple specific staff members, type the name of the staff member you wish to search in the search field and select the staff member/s by clicking on the auto complete drop down menu.

Primary Units: When selected the report will not filter by primary unit, however this can be unchecked and individual units selected from the list allowing you to filter by primary unit.
Staff extras: As with primary units, if this is selected the report will not filter by Extra type, however when unchecked individual Extras can be selected from the list allowing you to filter by the Extra type.

Start Date: The date to capture report parameters from.
End Date: The date to capture report parameters to.

Look for
Starting: Look for Extras which start between the selected reporting dates.
During: Look for Extras which are active between the reporting dates.
Ending: Look for Extras which end between the selected reporting dates.
Exclude Ignore Expiry items: With this ticked, any items that are marked 'Ignore Expiry' in Staff Maintenance will not output on the report.

Show
Occurrences: Include Extras that have been setup as occurrences.
Reminders: Include Extras that have been setup as reminders.
Both: Include all Extras that have been setup as either an occurrence or a reminder.

Acknowledged
Yes: Include Extras that have been acknowledged.
No: Include Extras that have not been acknowledged.
Both: Output Extras that have both been and have not been acknowledged.

Sort by
Staff: Organise the report by Staff member.
Staff extra: Organise the report by Staff Extra.
Primary Unit: Organise the report by Primary Unit.

Staff Status
Current only: Output only Staff who have a current contract during the reporting dates.
All: Report on ALL staff (ALL allows you to output past staff records too.)


Running the Report

Complete all report parameters including the date range.

If you want the report in CSV format tick Output to File.
If PDF output only is required, the Output to File check box does not need to be ticked.
Click GENERATE.

The report is complete will be displayed at the top of the page .

Click VIEW REPORT to view the PDF output.
Click OPEN FILE to view the CSV output.