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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 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 Customer from the lists in the corresponding screens.
- Click
to generate the report. Info title 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).
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