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Rota Excel Exports

Learn how to export your staff rotas to Excel.

Export your staff rota data to Excel from within the rota management area.

Key Points

When exporting rota data to excel, the main points to be aware of are.

  • You can choose which parts of the selected rotas to export.
  • The export will only include data which the user has access to.
Step-by-step

See below for a step-by-step guide on exporting your staff rotas to Excel.

Exporting staff rotas
  1. Navigate to the 'Rotas' area using the system menu.
  2. Search for the records that you wish to export.
  3. Select the relevant records.
  4. Click/press the 'Advanced' button in the top left.
  5. Click/press the 'Excel' button under the 'Export' section in the menu.
  6. Once you've selected the parts you wish to export click/press the 'Export' button.
    • (Note: The available parts will depend upon your user permissions.)
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Rotas Overview Managing Rotas Managing Rota Targets Managing Rota Schedules Rota Schedule Builder Managing Rota Days Rota Employee View Managing Rota Employee Shifts Managing Rota Shifts Managing Rota Shift Targets Managing Rota Shift Requirements Rotas Excel Export