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Reports/Dashboard menu will be displayed as Dashboard if the installation has Dashboard license else it will be displayed as Reports
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Select Dashboard from the Reports drop down menu
Fig 1 Dashboard Screen - Analytics
Select the dashboard you would like to see from the left bar in the Analytics section
Select the report you would like to see from the left bar in the Analytics section
Master Reports
Report Name | Description |
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Activity Master Report | Lists all configured activities grouped by Tasking Group, Activity Group, and Activity Type. |
Customer | Lists all customer details. |
Employee | Lists all configured employees.
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Missing Customers | Lists all customer records that appear in assignments but are not configured in the system.
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Standard Configuration | Lists the full configuration of all standards and their associated selectors and determinants. |
Table 1. List of Master Reports
Select the report you would like to see from the left bar in the Analytics section
Report Name | Description | Filter Options |
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Discipline Report | Displays employees who have been flagged for discipline along with their performance |
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Employee Summary by Assignment | This report displays a listing of all assignments worked by each employee over a |
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Exception Report | Displays a listing of assignments that are not in 'COM' status, grouped by employee. |
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Finished Good Performance Report | This report is displayed when the Manufacturing module is enabled. Detailed report that displays total time, |
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Incentive Detail Report | Displays a list of employees, along with the activities, eligible for incentive pay which is determined by the |
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Incentive Payout Report | Displays a list of employees eligible for incentive pay with additional variable |
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Indirect Summary | Displays the time taken per day to perform each indirect activity in the input time period. |
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Individual Incentive Paystub Report | This report will display information for each employee on individual pages that have been approved for incentive. |
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Production Down Time | This report is displayed when the Manufacturing module is enabled. Graphical |
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Production Gaps | This report is displayed when the Manufacturing module is enabled. Similar to the Production |
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Punch Summary Report | Displays all of the time and attendance time punch information over a date range. |
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Punch Error Summary Report | Displays all of the time and attendance time punch information that has erred out |
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Quality by Assignment | Displays the number of errors of each quality type committed by assignment in |
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Quality by Employee | Displays the no of errors of each quality type committed by employees in the input |
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Quality by Quality Type | Displays the total no of errors of each quality type committed by all employees |
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Work To Do Summary | Displays a summary of the assignments by activity that are yet to be completed |
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Work To Do Report | Displays the assignments that are yet to be completed within a specified date range. |
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Table 2. List of Other Reports
Clicking on will show the pulse.
Clicking on will show the notifications
The Dashboard provides the user the ability to see information at any level with full drill down capability.
Dashboard Designers can create dashboards from the Analytics page where all your existing dashboards are displayed.
Create your first widget to get a general idea of your sales performance.
Now you immediately get a ready made widget that shows you all revenue to date. We call this kind of widget an “Indicator”.
But to understand revenue over time, add a time field to the mix:
You can rearrange the dashboard by dragging and dropping, and resizing the widgets. Dragging one widget on top of another splits the area in the dashboard and allocates space for both widgets.
See this animation to get a feeling of how to rearrange widgets:
Go ahead and rearrange your dashboard however you see fit.
You can now easily see all four visualizations showing sales trends, product mix, customer segments and fast growing markets. You can explore and drill into the details to get further insight.
In our pie chart we can clearly see that our strongest age range is 65+. Let’s explore this age range a little more: