Transaction Extract Report

Usage

This report is designed to extract information from the rota within the date range selected and present it in a .CSV file.

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.

Units: When selected the report will not filter by primary unit (unless you sort by ‘Unit’), however this can be unchecked and individual units selected from the list allowing you to filter by primary unit.
Shifts: When selected the report will not filter by Shift type (unless you sort by ‘Leave/shift’), however this can be unchecked and individual shifts selected from the list allowing you to filter by Shift type.
Contract types: Captures staff members based on the staff type set up in Admin. Actual contract staff type set against the staff member’s contract.
Ranks/grades: Capture staff members who have the rank/grade assigned to their contract during the reporting period.
Leave codes: As with primary units, if this is selected the report will not filter by Leave type (unless you sort by ‘Leave’), however when unchecked individual leaves can be selected from the list allowing you to filter by the leave type.
Staff Types: Captures staff members who have the selected staff type(s) on their current contract within the reporting dates.

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

Transaction type:
Prescribed: Capture transactions entered through Unit Schedules (Black transactions)
Actual: Capture transactions entered through Day by Day or transactions on Closed rotas.

Options:
Output times as decimal: Output times as decimal – outputs time values as decimal hours rather than hour and minutes e.g. 7:30 -> 7.5.

Running the Report