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Metrics

On this tab the user selects the various reporting metrics to be included on the report and optionally applies any additional filtering criteria to the selected metrics.

1. The user can add both Performance and/or Quality metrics onto a single report.
2. Click _{Image Added} to add the desired metrics. Each metric will be added as a column on the report.
   
   

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   image AH Perf Metric.jpg title Fig.376 Ad Hoc Reporting - Performance Metrics

   
   
3. Select a Criteria from the drop down list.
   

   Info
   title Info
   Listed below are the available Performance metrics: Total Time Break / Lunch Hours Delay Hours Indirect Hours Actual Time on Standard Standard Time Earned Adjusted Standard Time Actual Performance Total Performance Adjusted Performance Effectiveness Utilization Actual Cost ($) - employees' payrates × actual times on standard Standard Cost ($) - employees' payrates × standard times earned Adjusted Cost ($) - employees' payrates × adjusted standard times earned

   
   
4. The next 5 columns are used to filter the data presented in the selected metric (if desired).
   1. Comparator1 - a mathematical operator used in conjunction with the field to the right ("Value"). Available comparators are:
      1. > (greater than)
      2. < (less than)
      3. = (equal to)
      4. <= (less than or equal to)
      5. >= (greater than or equal to)
      6. Note: "- "is simply a placeholder meaning nothing is selected. It is not a subtraction sign.
   2. Value - used in conjunction with Comparator1. Enter a numeric value to constrain the data. For example if Comparator1 is set to "<" and "5" is typed into the Value field, only data which are less than 5 will be displayed on the report.
   3. Logical Operator: "AND", "OR". Use this column to join the previous two columns with an additional comparator and value in the next two columns.
   4. Comparator2 - an additional comparator
   5. Value - used in conjunction with Comparator2
5. The next column is used to sort the data. Data can be sorted in either ascending or descending order. See note 7 below for more details on this.
6. Order Number - this is the column number in which the metric will appear. Columns appear left-to-right with number 1 being on the far left.
7. Note on Sort and Order Number: if "Sort by Columns" was selected on the Basic screen, all reported data will first be sorted by the column on the far left (having an Order Number of "1"), and then by the second column, then third, etc... Thus it is important to place the column by which you want the data sorted on the far left (Order Number = 1). If "Sort by Groups" was selected on the Basic screen, the Sort option here has no effect.
8. At the minimum, for each Metric that is added, a Criteria and Order Number must be selected. All comparators are optional.
9. Click the "Add" button or "Delete" buttons on the far right to add or delete metrics.
10. The columns shown for Quality metrics are the same as Performance, with two exceptions:
    1. Quality Type - the first column on the far left is a listing of all Quality types currently configured in the system. In this example, the user may select any of the 6 available quality metrics.
    2. The second column, "Selected Criteria". Choose whether to report the number of Occurrences of the quality, or a calculated quality percentage.
       1. Quality Percentage is calculated as Occurrence Value / Checked Value.
       2. Given that a Checked Value is not mandatory for each quality entry record, if a particular quality entry does not include a Checked Value, it will not have a Quality Percentage calculated for it. Here's an example to clarify:

1. Once all of the metrics have been added, the report can either simply be run by clicking the Submit button below, or saved as a Report Profile.
   1. Clicking "Save Profile" brings up the following pop-up:

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Pop-up Window Appears to Save Report Profile Name

1. 1. Type in a name for the report profile. Report Profile names MUST be unique across all users. This is because Report Profiles can be shared among different users (see section 10.1).
   2. If the profile was already previously saved, clicking "Save Profile" will simply overwrite the existing profile settings without prompting for a Profile Name.
   3. Alternatively, if an existing profile has been edited, but you want to keep the original profile settings too, click on the "Save As" button to bring up the Profile Name popup and save the Report Profile as a new name.
   4. On an unsaved Report Profile, clicking "Save Profile" or "Save As" will produce the same prompt for a Profile Name.
2. Once a report is submitted, it will be generated in an HTML-Crystal Reports viewer by default:

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Crystal Reports Viewer Export and Print Options

1. From there, the report can either be sent to a printer or exported to a variety of formats (red circle). Available export formats include:
   1. Adobe Reader (.pdf)
   2. Microsoft Excel (.xls)
   3. Microsoft Excel (data only) - this option removes formatting
   4. Microsoft Word (.doc)
   5. Rich Text Format (.rtf)
   6. Separated Values (.csv)