> For the complete documentation index, see [llms.txt](https://docs.pockethrms.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.pockethrms.com/faqs/cloud-portal/analytics/report/attendance/muster-roll-wizard.md).

# Muster Roll Wizard

### 1. How to download annual attendance report?

### How to download attendance for calendar year?

**Path**: Analytics>Reports>Attendance>Muster Roll Wizard>Select Settings>Category Add Field>add and select various details as required>Save Settings>Excel/PDF Download

**Step 1:** Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.

![](/files/ReW7ufnd0pu16vUChUld)

**Step 2**: Under the ‘Attendance’ tab, click on the ‘Muster Roll Wizard’ subtab.

![](/files/UorKwD5kuCV3AtMyNfQO)

**Step 3**: ‘Select Settings’ or create new. You can also click on the ‘Add Fields’ button to add more categories as required.

![](/files/RVNMyhEWdOp2qlOBfFpH)

**Step 4**: In the ‘Select Muster Roll Component’ section in ‘Default Values’ column you will see the default abbreviations or short forms for various fields in the report. You can enter custom abbreviations in the ‘Custom Values’ columns.

For example, L for Leave, R for Regularization, P for Present and more.

![](/files/gi8KCMtI10LJmTHj2Fd5)

**Step 5**: In the ‘Select Count Details & Report Settings’ section, tick the checkboxes for the foe which you want count to be included in the report.

![](/files/Ik39OvvUL420H1mFWDz1)

**Step 6**: If you want to add ‘Master’ fields, enter Order Number for it in the respective the ‘Order No’ fields.

![](/files/ZWlSA7iB8FtcDFRbzBhB)

**Step 7**: Select the ‘Type of Report Period’, Employee Type’ ‘Report Option’ and ‘Date’ range for an year.

**Step 8**: Once you selected all the details click on the ‘Save Settings’ button and click on the ‘Excel Download’ or ‘PDF Download’ button as required and the attendance report will be downloaded accordingly.

![](/files/lwlf7Bv3Hpq5BxV99Aj9)

**Link**: <https://cloud.pockethrms.com/Reports/Report/Index?module=attendance&submodule=musterrollwizard>

For any queries, contact <support@pockethrms.com>

### 2. How to export attendance in PDF format?

**Path**: Analytics>Reports>Attendance>Muster Roll Wizard>Select Settings>Category Add Field>add and select various details as required>Save Settings>Excel/PDF Download

**Step 1:** Log into the cloud portal, go to the ‘Analytics’ menu and click on the ‘Reports’ submenu.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FVPhbcxF6moKZFBoUhj7y%252F0.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=3837bf5b&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 2**: Under the ‘Attendance’ tab, click on the ‘Muster Roll Wizard’ subtab.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FXElu7wzMEuYHUbIsiqV7%252F1.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=bd09b574&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 3**: ‘Select Settings’ or create new. You can also click on the ‘Add Fields’ button to add more categories as required.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FM426JPGrviN6aIQHPOnx%252F2.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=dabb4208&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 4**: In the ‘Select Muster Roll Component’ section in ‘Default Values’ column you will see the default abbreviations or short forms for various fields in the report. You can enter custom abbreviations in the ‘Custom Values’ columns.

For example, L for Leave, R for Regularization, P for Present and more.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FS8YqwATjSE7trsocDT0u%252F3.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=50bf144e&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 5**: In the ‘Select Count Details & Report Settings’ section, tick the checkboxes for the option which you want count to be included in the report.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FfwLBOtQjhwklSFSxy7MF%252F4.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=adc4a685&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 6**: If you want to add ‘Master’ fields, you can enter order number for the respective the ‘Order No’ fields.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FJ6WqpW7THIWMH80Lddp8%252F5.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=c1ffe63d&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Step 7**: select the required details such as, ‘Type of Report Period’, Employee Type’ ‘Report Option’ and ‘Date’ as required.

**Step 8**: Once you selected all the details click on the ‘Save Settings’ button and click on the ‘Excel Download’ or ‘PDF Download’ button as required and the muster roll wizard will be downloaded accordingly.

<figure><img src="https://docs.pockethrms.com/~gitbook/image?url=https%3A%2F%2F4282324958-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252F-MXep_PEmh8mDPVWj49x%252Fuploads%252FaUr9mVXmMW1zoD3rZAFT%252F6.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=90d539ae&#x26;sv=2" alt=""><figcaption></figcaption></figure>

**Note:** The Muster Roll Wizard can't be downloaded yearly/ for a year. It can only be downloaded Month-wise or for a particular Date range with a maximum of 2 months selection

For any queries, contact <support@pockethrms.com>


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