MSP Scheduling Tip: Save MSP roster settings

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Plan on using a report or roster again? Save time by saving your settings. The next time you run a report, the information will automatically update when you generate the roster. This is perfect for quarterly report on availability, preferences, comments - anything, really!

Step by step: Save MSP roster settings
  1. Go to the Rosterizer in MSP and configure each section.
  2. Click the Settings button in the lower left side of the MSP screen and choose "Save these settings."
  3. MSP will ask you to save this as a file on your computer - we recommend creating a special folder for MSP documents on your desktop or in your Document folder, and saving these files here. Make sure to give the files an identifying name, such as "Service preference report" or "No shows report."
  4. In the future when you wish to run one of these reports, simply go to the Rosterizer, click the same Settings button and choose "Load saved settings." Select the roster settings file you'd like to run, and hit Generate!

 

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