Page History

...

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 the Ad Hoc Reporting tab under the Analysis menu. The Ad Hoc Reporting screen appears.
   
   

   image
   image Ad Hoc.jpg title Fig.372 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 86. Ad Hoc Tab Descriptions}
   
   

   Info
   title 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

Group

On this tab the user filters and groups the data.

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

1. 1. Facility
   2. Tasking Group
   3. Activity Group
   4. Shift
   5. Department
   6. Schedule
   7. Supervisor
   8. Activity
   9. Zone
   10. Microzone
   11. Customer
   12. Employee
       
2. 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.
3. 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.
4. After specific selections have been made, the user can reset back to "All" by clicking in the drop-down list and choosing "Include All".
5. 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
      *Example*For example, if Facility is set to have a Group by Order of 1, Shift to have a Group by Order of 2, and Employee to have a Group by Order of 3, the resulting hierarchy would have Facility at the highest level, followed by Shift, and lastly Employee - which would contain all the detailed information (see example).
   2. A minimum of one "Group by Order" must be selected. The maximum number of groupings is 4.
   3. If Employee is 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 and has chosen to only display data pertaining to the "Outbound" tasking group. The user has also opted to display the detailed employee information, identifying employees by WMS ID.
Image Added
Example: Filter and Grouping Options