Page History

...

Log in to ProTrack Warehouse.

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

image

image	Ad Hoc.jpg
title	Fig.372 117 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 16. 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.

...

image

image	AH Group.jpg
title	Fig.373 118 Ad Hoc Reporting - Group

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

...

image

image	AH Example.jpg
title	Fig.374 119 Ad Hoc Reporting - Group Example

...

Click to add the desired metrics. Each metric will be added as a column on the report.

image
image AH Perf Metric.jpg
title Fig.376 120 Ad Hoc Reporting - Performance Metrics

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

The next 5 columns are used to filter the data presented in the selected metric (if desired).

Comparator1 - a mathematical operator used in conjunction with the field to the right ("Value").

Info

title	Info

Available comparators are:

> (greater than)
< (less than)
= (equal to)
<= (less than or equal to)
>= (greater than or equal to)
"-" is simply a placeholder meaning nothing is selected. It is not a subtraction sign.

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.
Logical Operator: "AND", "OR". Use this column to join the previous two columns with an additional comparator and value in the next two columns.
Comparator2 - an additional comparator.
Value - used in conjunction with Comparator2.
The next column is used to sort the data. Data can be sorted in either ascending or descending order.
Select the order number of each metric. This is the column number in which the metric will appear. Columns appear left-to-right with number 1 being on the far left.
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.
At the minimum, for each Metric that is added, a Criteria and Order Number must be selected. All comparators are optional.
Click or on the far right to add or delete metrics.
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:
    
    Quality Entry
    Occurrence Value
    Checked Quantity
    Quality %
    1
    5
    10
    50%
    2
    6
    
    -
    3
    4
    45
    8.89%
    4
    2
    
    -
    5
    4
    43
    9.30%
    6
    5
    15
    33.33%
    7
    0
    80
    0%
    
    Total 26
    193
    9.33% (18/193)
Once all of the metrics have been added, the report can either simply be run by clicking , or saved as a Report Profile.
Click and a popup window appears.

image
image AH Save Profile.jpg
title Fig.377 121 Ad Hoc Reporting - Save Profile
Type in a name for the report profile. Report Profile names MUST be unique across all users.
If the profile was already previously saved, clicking will simply overwrite the existing profile settings without prompting for a Profile Name.
Alternatively, if an existing profile has been edited, but you want to keep the original profile settings too, click button to bring up the Profile Name popup and save the Report Profile as a new name.
Click to generate the report in HTML-Crystal Reports.

image
image AH Report.jpg
title Fig.378 122 Ad Hoc Reporting