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- Log in to ProTrack Warehouse.
- Select the Performance/Cost Reports under the Analysis menu. The Performance Reports screen appears.
image image PerfCost Report.jpg title Fig.98 Performance/Cost Reports
Performance/Cost Reports Field DescriptionTable 13. Performance/Cost Reports DescriptionsField
Description
Facility
Select the facilities that will be displayed in the report.
Report Name
Select which report to generate.
Sort Order
The order in which the report will be sorted is Alphanumeric.
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.
Shift
Select the Shift(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.
Zone
Select the Zone(s) for which the report should be generated.
Microzone
Select the Microzone(s) for which the report should be generated.
Employee
Select the Employee(s) for which the report should be generated.
Customer
Select the Customer(s) for which the report should be generated.
The reports which may be run from the Performance/Cost Reports screen are:
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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.
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To generate a Performance/Cost report:
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Customer
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- Click
and select the facilities from the Search Facility Name screen. - Select the type of performance report, format and sort criteria from the Report Name , and Sort Order lists respectively.
- Specify the type of performance report to be generated from the Sub-Total/Total At options. Summary report is selected by default.
- Click
and select the date range ( From Date and To Date ) in which the activities were performed, this is based on the work schedule date. - Select the activity type from the Activity Type list. If this field is not specified, both indirect and standard direct activities are considered.
- Click adjacent to the fields and select the Tasking Group, Activity Group, Shift, Department, Schedule, Supervisor, Activity, Zone, Microzone, Employee, and Labor Union Customer from the lists in the corresponding screens.
- Click Submit to generate the report.
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Field
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Description
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Facility
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Select the facilities whose employees have to be considered for the report.
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Report Name
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Specify the Report Name that is to be generated. The options are
Cost by Activity
Activity By Zone report
Cost by Customer Summary
Performance by Activity Group
Performance by Activity
Performance by Department
Performance by Department/Activity
Performance by Department/Shift
Performance by Employee
Performance by Employee Alternate ID
Performance by Facility
Performance by Labor Union
Performance by Microzone
Performance by Schedule
Performance by Shift
Performance by Supervisor
Performance by Tasking Group
Performance by WorkCell
Performance by Zone
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Sort Order
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The order in which the report will be sorted is Alphanumeric
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Sub-Total/Total At
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Click the type of report to be generated. The options are
Summary and Detail.
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From Date
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Select the start date of the date range in which the activities were performed.
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To Date
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Select the end date of the date range in which the activities were performed.
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Baseline
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Select the format that the base % performance and adjusted % performance will be displayed, either 0% or 100%. This option is available for the following reports: Performance by Employee, Performance by Employee Alternate ID, Performance by Activity, Performance by Activity Group, Performance by Zone. When the option is disabled the format defaults to 0%.
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Activity Type
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Select the activity type of the assignment for which the report has to be generated. The options are
Indirect
Standard Direct
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Tasking Group
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Select the Tasking Group(s) for which the report should be generated.
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Activity Group
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Select the Activity Group(s) for which the report should be generated.
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Shift
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Select the Shift(s) for which the report should be generated.
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Department
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Select the Department(s) for which the report should be generated.
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Schedule
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Select the Schedule(s) for which the report should be generated.
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Supervisor
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Select the Supervisor(s) for which the report should be generated.
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Activity
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Select the Activity(s) for which the report should be generated.
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Zone
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Select the Zone(s) for which the report should be generated.
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Microzone
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Select the Microzone(s) for which the report should be generated.
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Employee
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Select the Employee(s) for which the report should be generated.
to generate the report.
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