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The Other Performance Trend reports screen is used to generate reports for cost analysis of different activities and customers. This screen is also helpful by providing reports such as Missing Locations or Work To Doa performance trend report by employee for 90, 60, 30, or 7 days.
To access the Other Performance Trend reports screen:
- Log in to ProTrack Warehouse.
Select Other Performance Trend under the Reports menu. The Other Performance Trend reports screen appears.
Fig.1 Other ReportsPerformance TrendOther Reports Field Description
Table 1. Other Reports DescriptionsField
Description
Facility
Select the facilities that will be displayed in the report.
Report Name
Select which report to generate.
From Date
Select the start date of the report.
To Date
Select the end date of the report.
Employee
Select the employees that will be displayed on the report.
Assignment
Select the assignments that will be displayed on the report.
Activity Type
Select the activity type of the assignment for which the report has to be generated.
Audit Report
Select the type of Audit report to be generated.
Info title Info - Different fields are available based on the Report Name selected.
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Search Employees
The employees can be searched for by providing the following search criteria in the Employee Search at the top of the screen
- Last Name
- First Name
- Employee ID
- Supervisor
- Facility
- Days Since Effective
To search for particular employees:
- Type at least one of the criteria mentioned above: Last Name, First Name, Employee ID, Supervisor, Facility, or Days Since Effective.
Click . The records for the selected criteria are listed in table below the search criteria
- Click and select the facilities from the Search Facility Name screen.
- Select which report you want to generate from the Report Name list.
- Click and select From Date and To Date for which the report should be generated.
- Click to generate the report.
- Click Clear, if you want to clear all the values in the fields.
List of Other Reports
Report Name | Description | Filter Options |
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Discipline Report | Displays employees who have been flagged for discipline along with their performance |
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Employee Summary by Assignment | This report displays a listing of all assignments worked by each employee over a |
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Exception Report | Displays a listing of assignments that are not in 'COM' status, grouped by employee. |
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Finished Good Performance Report | This report is displayed when the Manufacturing module is enabled. Detailed report that displays total time, |
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Incentive Detail Report | Displays a list of employees, along with the activities, eligible for incentive pay which is determined by the |
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Incentive Payout Report | Displays a list of employees eligible for incentive pay with additional variable |
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Indirect Summary | Displays the time taken per day to perform each indirect activity in the input time period. |
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Individual Incentive Paystub Report | This report will display information for each employee on individual pages that have been approved for incentive. |
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Missing Locations Summary | Identifies any locations that have been imported but are not configured in |
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Missing Locations Detail | Identifies any locations that have been imported but are not configured in |
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Production Down Time | This report is displayed when the Manufacturing module is enabled. Graphical |
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Production Gaps | This report is displayed when the Manufacturing module is enabled. Similar to the Production |
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Punch Summary Report | Displays all of the time and attendance time punch information over a date range. |
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Punch Error Summary Report | Displays all of the time and attendance time punch information that has erred out |
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Quality by Assignment | Displays the number of errors of each quality type committed by assignment in |
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Quality by Employee | Displays the no of errors of each quality type committed by employees in the input |
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Quality by Quality Type | Displays the total no of errors of each quality type committed by all employees |
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Trip Audit by Assignment | Displays a complete breakdown of the standard time allotted for a specific |
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Trip Audit For Completed Assignments | Displays a complete breakdown of the standard time allotted for a specific |
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Schedule Variance Report | Displays all employee work schedules whose start or end times varied from |
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Work To Do Summary | Displays a summary of the assignments by activity that are yet to be completed |
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Work To Do Report | Displays the assignments that are yet to be completed within a specified date range. |
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Table 2. List of Other Reports
Performance Trend Field Description
Field
Description
Employee
Name of employee displaying in the Performance trend graph. ID
Employee ID.
Effective Date
Employee's effective date.
Supervisor
Employee's Supervisor
Facility
Employee's Facility.
Effective Days
Number of days employee has been effective in ProTrack.
Date
Select End Date for Performance Trend Period
Select Period duration. 90, 60, 30, or 7 days.
Chart Type Select Actual to show Actual Performance or Adjusted to show Adjusted Performance. Refresh Click Refresh to reload report if changes are made to Date, Period, or Chart Type. Print Click Print to generate a PDF of the Performance Trend. Table 1. Performance Trend Descriptions
To generate a report:
- Select the Employee you want to generate the report form by clicking on their ID
- Select the Date to end the Performance Trend report.
- Select the Period duration to generate the report for.
- Select Chart Type, Actual or Adjusted
Click to generate the report.
- Click to Print the report.
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