Cost-Performance

The Cost/Performance report screen contains reports used for analyzing employees' performance. Each of these reports can be run with two levels of granularity, a "Summary" version and a "Detail" version. The Detail versions offer more specific information and are good for analyzing and explaining an employee's performance. The Summary versions are best for reporting on a large group of people where each employee's specific Activity-level performance is not required.

To access the Cost/Performance report screen:

1. Log in to ProTrack Warehouse.

2. Select Cost/Performance under the Reports menu. The Cost/Performance report screen appears.
   
   
   ^{Fig.1 Cost/Performance Reports}

   
   

   Cost/Performance Field Description

   Field	Description
   Facility	Select the facilities that will be displayed in the report.
   Report Name	Select which report to generate.
   Sub-Total/Total At	Reports can be generated either by Summary or Detail.
   From Date	Select the start date of the report.
   To Date	Select the end date of the report.
   Baseline	Select the format that the base % and adjusted % performance will be displayed on the report, either 0% or 100%. When the option is disabled, the format defaults to 0%.
   Activity Type	Select the activity type of the assignment for which the report has to be generated, either Indirect or Standard Direct.
   Tasking Group	Select the Tasking Group(s) for which the report should be generated.
   Activity Group	Select the Activity Group(s) for which the report should be generated.
   Department	Select the Department(s) for which the report should be generated.
   Schedule	Select the Schedule(s) for which the report should be generated.
   Supervisor	Select the Supervisor(s) for which the report should be generated.
   Activity	Select the Activity(s) for which the report should be generated.
   Employee	Select the Employee(s) for which the report should be generated.

   ^{Table 14. Performance/Cost Reports Descriptions}
   
   

   Info

   • Different fields are available based on the Report Name selected.

To generate a Cost/Performance report:

1. Click  and select the facilities from the Search Facility Name screen.
2. Select the type of performance report, format and sort criteria from the Report Name and Sort Order lists respectively.
3. Specify the type of performance report to be generated from the Sub-Total/Total At options. Summary report is selected by default.
4. Click  and select From Date and To Date in which the activities were performed, this is based on the work schedule date.
5. Select the activity type from the Activity Type list. If this field is not specified, both indirect and standard direct activities are considered.
6. Click  adjacent to the fields and select the Tasking Group, Activity Group, Department, Schedule, Supervisor, Activity, and Employee from the lists in the corresponding screens.

7. Click  to generate the report.
   
   

   Info

   For the most part, the filtering and date-selection options are the same for all of the reports. Exceptions include the Employee Dashboard – Daily & Weekly reports.

   • Employee Dashboard – Daily report is constrained to selection of a single day.
   • Employee Dashboard – Weekly report, select the starting date and the report is hard-coded to select the following 6 days after the selected date (for a week-long selection range).

   When pulling certain reports, for example Performance by Activity, a check box titled Include Errors appears. This gives the user the ability to include assignments in error in the report results

Cost/Performance Reports
Cost by Activity Report	Cost by Customer Summary Report	Employee Dashboard Daily Report	Employee Dashboard Weekly Report
Performance by Activity Group Summary Report	Performance by Activity Summary Report	Performance by Department/Activity Detail Report	Performance by Department Summary Report
Performance By Employee Alternate ID Summary	Performance by Employee Summary Report	Performance by Facility Summary Report	Performance by Schedule Summary Report
Performance by Supervisor Summary Report

Report Profile

This functionality allows you to specify various filtering options for a report and save it for future use. This saves you time from entering the criteria again the next time you want to view the same report. This functionality is independent from the Report Profiles used in Ad Hoc Reporting which are managed under Maintenance > Report Profile.

To save a configured report for future use:

1. Build a report with the desired selections.
2. Click the button.

3. Enter a name for the profile in the popup window.
   
   
   ^{Fig.2 Cost/Performance - Save Report Profile}

    

4. Click  to update the Report Profile list.