Ad Hoc Reporting

The Ad Hoc Reporting screen enables a user to create completely customizable reports on both performance and quality-related data. The user can specify which reporting metrics to include, in what order they appear, and can apply constraints to limit the data presented. The user also has full control over how data is grouped and totaled.

The Ad Hoc Reporting framework also reports on Utilization and Effectiveness a little differently than the reports in the Cost-Performance tab. With an Ad Hoc report, you can accurately report on utilization and effectiveness at ALL grouping levels. This is accomplished by factoring in any and all adjustment assignments in parent groupings. In other words, running an ad-hoc report with groupings 1) Employee, 2) Activity will list activities with times in both the "time on standard" and "delay", "indirect", or "break/lunch" columns. This indicates that an employee was in a standard activity and had a delay, indirect, or break/lunch occur WITHIN that activity.

For example, if an employee spends 1 hour in activity "Pick", but 10 minutes of that was actually spent in a delay, the ad-hoc report would display, for "Pick" :
Total Time: 60 mins
Time on Standard: 50 mins
Delay Time: 10 mins
Standard Time: 52 mins
Performance (for "Pick") = (52 / 50) - 1 = +4%

As a result of this, delays and indirects that are adjustments shall no longer be listed in their own activity grouping (as these times will be reported under the parent activities in which they occurred). As such, parent-level indirects will be grouped when grouping by "Activity", and child-level (adjustment) activities will be grouped when grouping by "AdjActivity".

To access the Ad Hoc Reporting screen:

1. Log in to ProTrack Warehouse.

2. Select Ad Hoc Reporting under the Reports menu. The Ad Hoc Reporting screen appears.
   
   
   ^{Fig.1 Ad Hoc Reporting}

    

   Ad Hoc Tab Descriptions

   Tab	Description
   Basic	Displays detailed information about the ad hoc report.
   Group	Contains the filtering and grouping criteria of the ad hoc report.
   Metrics	Displays which metrics will be shown on the ad hoc report.

   ^{Table 1. Ad Hoc Tab Descriptions}

   Info

   • ProTrack Warehouse comes preconfigured with all of the previously-available Performance/Cost Reports, but in the Ad-Hoc format. The user may now opt to use either Analysis > Performance/Cost reports module or the new Ad Hoc Reporting module to run these "pre-canned" reports and/or modify them and save them as a Report Profile for later use.

Basic

On this tab the user selects the report's basic information options, including the report title, date range, and format.

Basic Field Description

^{Table 17. Basic Field Descriptions}

Group

On this tab the user filters and groups the data.


^{Fig.2 Ad Hoc Reporting - Group}

Data can be filtered and grouped by any of the following:

• Facility
• Tasking Group
• Activity Group
• Shift
• Department
• Schedule
• Supervisor
• Activity
• Home Activities
• Zone
• Microzone
• Customer
• Employee

To set up groups:

1. Next to each of the items listed above, in the drop-down field on the left, choose whether or not to filter the data. By default, each is set to Include All data.
2. Using the drop-down field, choose to Include or Exclude to filter specific values. When either is chosen, a spy-glass button appears to the right of the second field. Click here to specify particular values to either include or exclude. For example selecting to include the activities "Pick" and "Putaway" and excluding the Shift "First Shift" will result in all records for picking and putaway for employees not on first shift.
3. After specific selections have been made, the user can reset back to "All" by clicking in the drop-down list and choosing "Include All".
4. Use the "Group By Order" drop downs on the far right to summarize the data. Use these numbers to select which fields to group by, and the order to do so. The highest level of data summarization will be determined by the "Group by Order" with the lowest numerical value (1). The data will then be separated by the next lowest "Group by Order" value (2). This will repeat for as many of the "Group by Order" values that are selected. The largest group by value will be displayed as the detail portion of the report

   1. 1) Facility
      2) Shift
      3) Employee
      
      

      Info

      • A minimum of one "Group by Order" must be selected. The maximum number of groupings is 5.
      • If Employeeis chosen to as a grouping, then the user must select the employee id that will be displayed on the report. The user id will default to the WMS employee id. The available values include:
        1. Last Name, First Name
        2. WMS id
        3. Time Attendance id
        4. Payroll id
        5. Alternate ID

An example to summarize this tab is shown below. Here the user has chosen the grouping hierarchy to be 1) Activity Group, 2) Activity, 3) Facility, 4) Employee. The user has also opted to display the detailed employee information, identifying employees by WMS ID.


^{Fig.3 Ad Hoc Reporting - Group Example}

Metrics

On this tab the user selects the various reporting metrics to be included on the report and optionally applies any additional filtering criteria to the selected metrics.

To set up metrics:

1. Click  to add the desired metrics. Each metric will be added as a column on the report.
   
   
   ^{Fig.4 Ad Hoc Reporting - Performance Metrics}

    

2. Select a Criteria from the drop down list.
   
   

   Info

   Listed below are the available Performance metrics:

   • Total Time
   • Break / Lunch Hours
   • Delay Hours
   • Indirect Hours
   • Actual Time on Standard
   • Standard Time Earned
   • Adjusted Standard Time
   • Actual Performance
   • Total Performance
   • Adjusted Performance
   • Effectiveness
   • Utilization
   • Actual Cost ($) – employees' payrates × actual times on standard
   • Standard Cost ($) – employees' payrates × standard times earned
   • Adjusted Cost ($) – employees' payrates × adjusted standard times earned
3. The next 5 columns are used to filter the data presented in the selected metric (if desired).

4. Comparator1 – a mathematical operator used in conjunction with the field to the right ("Value").

   Info

   Available comparators are:

   • > (greater than)
   • < (less than)
   • = (equal to)
   • <= (less than or equal to)
   • >= (greater than or equal to)
   • "–" is simply a placeholder meaning nothing is selected. It is not a subtraction sign.
5. Value – used in conjunction with Comparator1. Enter a numeric value to constrain the data. For example if Comparator1 is set to "<" and "5" is typed into the Value field, only data which are less than 5 will be displayed on the report.
6. Logical Operator: "AND", "OR". Use this column to join the previous two columns with an additional comparator and value in the next two columns.
7. Comparator2 - an additional comparator.
8. Value – used in conjunction with Comparator2.
9. The next column is used to sort the data. Data can be sorted in either ascending or descending order.
10. Select the order number of each metric. This is the column number in which the metric will appear. Columns appear left-to-right with number 1 being on the far left.
11. If "Sort by Columns" was selected on the Basic screen, all reported data will first be sorted by the column on the far left (having an Order Number of "1"), and then by the second column, then third, etc… Thus it is important to place the column by which you want the data sorted on the far left (Order Number = 1). If "Sort by Groups" was selected on the Basic screen, the Sort option here has no effect.
12. At the minimum, for each Metric that is added, a Criteria and Order Number must be selected. All comparators are optional.
13. Click  or  on the far right to add or delete metrics.
14. Once all of the metrics have been added, the report can either simply be run by clicking , or saved as a Report Profile.

15. Click and a popup window appears.
    
    
    ^{Fig.5 Ad Hoc Reporting - Save Profile}

     

16. Type in a name for the report profile. Report Profile names MUST be unique across all users.
17. If the profile was already previously saved, clicking  will simply overwrite the existing profile settings without prompting for a Profile Name.
18. Alternatively, if an existing profile has been edited, but you want to keep the original profile settings too, click  button to bring up the Profile Name popup and save the Report Profile as a new name.

19. Click  to generate the report.
    
    
    ^{Fig.6 Ad Hoc Reporting}

     

    Caution

    • Grand Total will be shown as the first row on the first page instead of the last row on the last page.
    • Sub-Total will now be listed as the first row when a new grouping is presented. For example, Fig.122 shows the employee sub-total as the first row and the values that sum up to that total are listed underneath.

20. From there, the report can either be exported to a variety of formats by clicking .

    Info

    Available export formats include:

    • Adobe Reader (.pdf)
    • HTML
    • Microsoft Excel (.xls)
    • Text (.txt)
    • Rich Text Format (.rtf)
    • XML
21. To print the report, click . The report will be generated in PDF format first and from there the report can be printed.