Reports - Overview | Rosterfy Help Center

IN THIS ARTICLE:

Overview
Report Listing
Creating a Report
Available Report Types
Reports - Tips & Tricks

Overview

Rosterfy provides the ability to pull custom reports with the click of a button, From volunteer demographics and the status of your roster through to reporting on diversity and inclusion, the real-time automated reports making reporting simple.

Report Listing

The report listing page allows you to create, edit and view your recently downloaded reports.

To access your report listing page, navigate to Reports > Reports.

Creating a Report

You can create a reports by simply clicking the create button on the Reports listing page, for more information on the steps to create your report, check out the Creating Reports article.

For reports that have already been created, you have many options including, downloading, regenerating, updating, duplicating or sharing the report. Check out the Reports - Tips & Tricks article for more information on these options.

Available Report Types

We have reporting available for each of the modules within Rosterfy, here are the available reporting types for you to generate reports from:

Report Type	Includes	Single Row Value
Admin Permission Role Users	All user and account role attributes	Each User
All Email Recipients	All email and user attributes	Each User per email
All Events	All event attributes	Each Event
All Events Users	All event user attributes, excl. shift attributes and statuses	Each User per event
All Event Shifts	All event shift attributes, incl. post event feedback	Each Shift
All Event Shift Users	All event shift user attributes	Each User on a shift
All Inventory Items	All inventory item attributes	Each Inventory Item
All Inventory Item Users	All inventory items allocated to users	Each User per item
All Role Offers	All role offer attributes, does not contain user attributes	Each Role Offer
All Role Offer Users	All role offer user attributes	Each Role Offer user
All SMS Recipients	All user and SMS attributes	Each User per SMS
All Users	All user attributes	Each User
Availability Export	All user and availability attributes	Each User
Custom Fields	All custom field attributes	Each Custom Field
Deleted Users	All user attributes	Each deleted User
Event User User Activity Report	All user, event, event user and event user activity attributes	Each User
Payment Report	All user and payment user attributes	Each Payment User
Training Report	All training attributes, does not contain user attributes	Each Training
Training User Report	All training user attributes	Each User per training
User Login History	All user attributes	Each User per login
User Sub-account Involvement	All account and user attributes	Each User per account

Note: The report types available are subject to change and the above list may not be extensive at the time of viewing this article. Be sure to check the available report types on your admin console for an up to date list.

Reports - Tips & Tricks

For valuable tips and insights about the Reports module available in the Rosterfy admin console be sure to check out the Reports - Tips & Tricks article.

Emails - Overview

Training - Overview

Custom Fields Overview

Timesheet/Payroll Reporting

Automations - Overview