Exclude staff to hide them from reports and comms

You can choose to not show certain staff in:

  • reports
  • the Central Register
  • Comms
  • SP-API (the integrator API)

All staff will be included by default in reports unless you change this setting.

Excluding staff from reports

To change this setting, go to Admin > Personnel > Staff Profile and select the staff member. Click the cog next to their name.

Screenshot 2024-02-26 at 09.34.38.png

 

At the bottom of the pop up, change the Include in Reports field to No, and click Save.

Screenshot 2024-02-26 at 09.34.19.png

 

Their profile will then note that they are excluded from reports.

Screenshot 2024-02-26 at 09.35.58.png

 

Are there any reports where staff will still show?

These reports will still show staff where Include in Reports is set to No:

Please note that this feature also does not impact the MAT Toolkit.

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