Role reports and signup sheets

Written by Jane Atkinson on . Posted in Documentation

Printing role reports

Click on the person icon in the agenda button bar.

 

You have three choices: Excel role report, HTML role report and HTML Speech report.

The Excel role report is very sparse. It shows only the number of times a role has been performed and how many time it's been rostered for the future. It could be useful for a quick summary of how many times the person has done a particular role, or signed up for one.

The number of times a role has been completed is shown before the slash; future roles are shown afterwards.

If you choose the Excel report, you'll be prompted to either download or open it.

 

The HTML role report is more detailed, showing the dates on which the roles were done. Future roles aren't included.

The HTML speech report shows name, date, time, detail of manual and project, and introduction.

The timing of the report can be for the current TM year (default), the entire time that you've been using your site, or starting from a date that you specify.

Choosing either of these reports will open a new browser page and also a print dialogue. You can print the report immediately, or you can cancel the print dialogue and save the report on your computer.

 

Who can access reports?

Admin and officers can access everyone's role reports. Individual members can access their own information and no one else's.

 

Printing signup sheets

This allows you to print a page with roles down the left-hand side and future meeting dates across the top.

To access it, click on the clipboard icon in the agenda button bar.

 

It will open a new page in your browser with the printing dialogue box open.

The next five meetings are shown.

Members who have already signed up will have their names included on the sheet.

 

You can also access an Excel version by clicking on the "Click here for legacy XLS version" link at the top right of the page. You will then have the choice of downloading or opening the Excel version.

Note that the Excel version has a different layout from the other (HTML) version. All entries are organised down the left-hand side of the sheet.