Access Care Rostering

If you need to see total values over a selected period for a worker or client, you can use the Total Over Period report.

Click Reports, then click General.

Double‑click Total Over Period by Worker or Total Over Period by Client.

1. Click Reports, then click General.
2. Expand the Financials group.
3. Double‑click Total Over Period by Worker or Total Over Period by Client.
4. Apply any required filters.
5. Click Preview to view the report.

In this article, we explain how to run the total over period report by worker or by client.

Total over period report

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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