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Monthly roll-up

The month's totals for your unit and the units beneath it, people, hours and leave, with what happened that month below them: the page a board reads.

Read a month's totals

  1. Open Monthly roll-up in the tabs under Reports.
  2. Press a month in the row under the title, such as 2026-09. This month and the five before it are offered.
  3. If you look after more than one part of the organization, press its name in the second row.
  4. Read the tiles: People, Hours worked, Hours approved and Leave taken, for that unit and everything beneath it.
  5. Read By unit: the same figures for each unit directly beneath it, side by side.

Then: Below them are the month's Events, Bookings, Governance & planning, Work reports and Follow-up. Attendance is shown beside how much of the register was taken, and somebody with no attendance recorded is counted as unknown, never as absent.

Grace chairs a regional board. On October 3 they press 2026-09 and read 412 hours worked across the region. By unit shows Riverside far above the others, and the Bookings section below explains it: the region's camp was held at Riverside that month.

Download the month for a board pack

  1. Choose the month, and the unit if you look after more than one.
  2. Press Download beside the title.
  3. Choose Excel (.xlsx) or CSV (.csv).

Then: The file has the month for that unit and each unit beneath it, with Hours waiting (worked and not yet approved) and whether the month is closed; a second sheet with that unit over the six months ending with the one on screen; and a sheet saying when the figures were last worked out. The download is written on your organization's audit record.

If a figure changed since you last looked

  1. Look at the month. This month and last month are worked out again every night, so their figures move as hours are approved and leave is taken.
  2. For an earlier month, think of late changes: hours approved, corrected or added, or leave decided, for that month are counted the next night.
  3. Look for frozen beside a unit's name. A frozen month is from before a unit moved in the tree, and keeps the figures it was reported with.

Then: The figures are never a live count: they are what the nightly roll-up found, the same on the page and in the download.

If the page says it sums up other people's months

  1. Read the line: this page is for whoever reads reports or roll-ups for a unit.
  2. Press My report for the reports asked of you.
  3. Ask whoever administers your organization if you should read reports or roll-ups somewhere.

The roll-up is for whoever holds Read work reports or See roll-ups, such as a board member, a unit coordinator or a unit lead, and only where your organization's plan has Roll-ups & consolidated reports. Each figure is a unit where you hold one of them, with everything beneath it: a unit alongside yours has its own. The sections below the table count what happened that month at those same units, never at a unit you can see but where you hold neither. The figures name nobody, which is why they reach further up than names do.