Branded PDF exports

Download branded PDFs with your logo and colour: the weekly schedule, the coverage/attendance report, a payroll run summary and a CQC evidence pack.

Several rota documents can be downloaded as tidy, branded PDFs — ideal for printing, sharing with a area's funder, or keeping as CQC evidence. Each PDF carries your organisation's branding: the brand colour is always applied, and white-label organisations also get their logo in the header (others show the organisation name).

The weekly schedule

In the rota builder, switch to the week view and click the PDF button in the toolbar. This downloads a landscape weekly grid of that area's shifts for the week on screen. Managers get the full week including drafts; staff without edit rights get the published shifts only.

The coverage / attendance report

On the Rota reports page, click Download PDF in the header. This produces a portrait document combining the Coverage and Attendance tables for the date range you've selected. If a team filter is applied, the PDF notes that attendance is limited to that team while coverage stays organisation-wide.

The payroll run summary

On the Payroll page, each run has a PDF button that downloads a branded summary of that run — hours and gross pay grouped by staff member and pay type, with totals. You can download it for any run, including drafts; doing so doesn't change the run's status.

The CQC evidence pack

Also on the Rota reports page, the CQC pack button produces a single inspection-ready PDF that bundles five sections for the date range you've selected: coverage (funded vs delivered), attendance, Working-Time compliance, the Bradford Factor sickness view and a training & competency certificate register — designed to hand straight to an inspector.

Step-by-step
  1. 1For the weekly schedule: open the area's rota builder, switch to **week** view, and click **PDF**.
  2. 2For the coverage/attendance report: open **Rota overview** → **Reports**, choose your range, then click **Download PDF**.
  3. 3For a payroll summary: open the **Payroll** page and click **PDF** next to the run you want.
Tips
  • PDFs open in a new tab — allow pop-ups for the site if a download doesn't appear.
  • Your organisation's brand colour shows on every PDF; the logo appears only for white-label organisations.
  • CSV exports are still available alongside PDFs when you need the raw numbers for a spreadsheet.
  • The CQC pack bundles coverage, attendance, working-time, Bradford and the certificate register into one inspection-ready PDF.
Last updated 1 June 2026 · by Carerealm · Suggest a feature or change to this article
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