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1. 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.
2. 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.
3. After specific selections have been made, the user can reset back to "All" by clicking in the drop-down list and choosing "Include All".
4. 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
      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).
      

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      title Info
      A minimum of one "Group by Order" must be selected. The maximum number of groupings is 5. 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: Last Name, First Name WMS id Time Attendance id Payroll id 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. The user has also opted to display the detailed employee information, identifying employees by WMS ID.
      
      

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      image AH Example.jpg title Fig.374 Ad Hoc Reporting - Group Example