The Worker Summary Report lists workers filtered by tagged information. To make use of this report several steps first need to be undertaken.
- Set up Tags in the Configuration -> System -> Tag page.
- Apply tags to individual staff-members on the Configuration -> System -> Worker Settings page.
Tag Setup:
Use normal configuration procedures to create required tags on the Configuration -> System -> Tag page.
Tagging Workers:
To apply tags to a staff-member use the Configuration -> System -> Worker Settings page and update the "Worker Tags" section.
The Worker Summary Report:
The Home page has a "Worker Summary Report" icon.
Clicking this icon will display the report.
Use the "Matching Tags" filter to select tags to be reported against. You are also able to include/exclude the email address and phone number from the report.
Click the green refresh arrows to display the report.
You are able to download, print, or email the report.