How to Export the Roster

Steps

1. Click the Export button in the toolbar.
2. Choose your export mode:
   • Standard — Includes shift details, times, roles, jobs, and optional forecast data.
     
   • Role Coverage — Focused view of role fulfilment.
     
3. Tick the columns you want to include (Shift, Time, Role, Jobs).
   
4. Under Forecast, choose what summary data to include:
   • Hours — Adds total scheduled hours per day and for the period.
   • Cost — Adds total labour cost per day and for the period (visible only if your role has financial access).
     
5. If your account uses award interpretation, a Detail level option appears when a forecast option is ticked:
   • Totals only — A single row for hours and/or cost.
   • Full breakdown — Itemised categories (Ordinary, Overtime, Paid break, Leave, Min engagement, Rate penalty, Currency penalty, Allowance).
     
6. Under Shift Status, toggle Include unpublished shifts on or off:
   • On — Both published and unpublished shifts appear in the export.
   • Off (default) — Only published shifts are included.
     
7. Select the format: PDF or CSV.
8. Click Export.

Forecast totals always match the roster summary and include all shifts — published and unpublished. If the roster summary is still calculating, the forecast options are temporarily disabled until it finishes.

Your export preferences — including forecast and unpublished-shifts settings — are saved automatically, so you won't need to set them again next time.

Tips

• Forecast options are only available in Standard mode.
• The Cost option is only visible to users with financial details access.
• The Full breakdown detail level is available for accounts with award interpretation enabled.
• In PDF exports, the forecast appears as a summary table below the roster grid.
• In CSV exports, forecast rows are appended after the shift data.