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These two tabs contain The Performance/Cost Reports screen contains reports used for analyzing the employees' performance.
Anchor_Accessing_the_Performance_Accessing_the_Performanceemployees' performance. Each of these reports can be run with two levels of granularity, a "Summary" version and a "Detail" version. The Detail versions offer more specific information and are good for analyzing and explaining an employee's performance. The Summary versions are best for reporting on a large group of people where each employee's specific Activity-level performance is not required.

To access the Performance/Cost Reports screen:

1. Log in to ProTrack Warehouse.
2. Select the Performance/Cost Reports under the Analysis menu. The Performance Reports screen appears.
   

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1. image PerfCost Report.jpg title Fig.114 Performance/Cost Reports

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1. 
   Performance/Cost Reports

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• The Employee Dashboard - Daily report is constrained to selection of a single day.
• For the Employee Dashboard - Weekly report, select the starting date. The report is hardcoded to select the following 6 days after the selected date (for a week-long selection range).

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1. 1. Click Image Removed and select the facilities from the Search Facility Name screen.
   2. Select the type of performance report, format and sort criteria from the Report Name, and Sort Order lists respectively.
   3. Specify the type of performance report to be generated from the Sub-Total/Total At options. Summary report is selected by default.
   4. Click Image Removed and select the date range (From Date and To Date) in which the activities were performed, this is based on the work schedule date.
   5. Select the activity type from the Activity Type list. If this field is not specified, both indirect and standard direct activities are considered.
   6. Click Image Removed adjacent to the fields and select the Tasking Group, Activity Group, Shift, Department, Schedule, Supervisor, Activity, Zone, Microzone, Employee and Labor Union from the lists in the corresponding screens.
   7. Click Submit to generate the report.

1. Field Description
   

   Field	Description
   Facility	Select the facilities

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1. that will be displayed in the report.

   Report Name

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Specify the Report Name that is to be generated. The options are
Cost by Activity
Activity By Zone report
Cost by Customer Summary
Performance by Activity Group
Performance by Activity
Performance by Department
Performance by Department/Activity
Performance by Department/Shift
Performance by Employee
Performance by Employee Alternate ID
Performance by Facility
Performance by Labor Union
Performance by Microzone
Performance by Schedule
Performance by Shift
Performance by Supervisor
Performance by Tasking Group
Performance by WorkCell
Performance by Zone

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1. Select which report to generate.
   Sort Order	The order in which the report will be sorted is Alphanumeric.
   Sub-Total/Total At

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1. Reports can be generated either by Summary or Detail.
   From Date	Select the start date of the

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1. report.
   To Date	Select the end date of the

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1. report.
   Baseline	Select the format that the base %

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1. and adjusted % performance will be displayed on the report, either 0% or 100%

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1. . When the option is disabled, the format defaults to 0%.
   Activity Type	Select the activity type of the assignment for which the report has to be generated

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1. , either Indirect or Standard Direct.
   Tasking Group	Select the Tasking Group(s) for which the report should be generated.
   Activity Group	Select the Activity Group(s) for which the report should be generated.
   Shift	Select the Shift(s) for which the report should be generated.
   Department	Select the Department(s) for which the report should be generated.
   Schedule	Select the Schedule(s) for which the report should be generated.
   Supervisor	Select the Supervisor(s) for which the report should be generated.
   Activity	Select the Activity(s) for which the report should be generated.
   Zone	Select the Zone(s) for which the report should be generated.
   Microzone	Select the Microzone(s) for which the report should be generated.
   Employee	Select the Employee(s) for which the report should be generated.
   Customer	Select the Customer(s) for which the report should be generated.

   ^{Table 14. Performance/Cost Reports Descriptions}
   

   Info
   title Info
   Different fields are available based on the Report Name selected.

To generate a Performance/Cost report:

1. Click _{Image Added} and select the facilities from the Search Facility Name screen.
2. Select the type of performance report, format and sort criteria from the Report Name and Sort Order lists respectively.
3. Specify the type of performance report to be generated from the Sub-Total/Total At options. Summary report is selected by default.
4. Click _{Image Added} and select From Date and To Date in which the activities were performed, this is based on the work schedule date.
5. Select the activity type from the Activity Type list. If this field is not specified, both indirect and standard direct activities are considered.
6. Click _{Image Added} adjacent to the fields and select the Tasking Group, Activity Group, Shift, Department, Schedule, Supervisor, Activity, Zone, Microzone, Employee, and Customer from the lists in the corresponding screens.
7. Click _{Image Added} to generate the report.
   

   Info
   title Info
   For the most part, the filtering and date-selection options are the same for all of the reports. Exceptions include the Employee Dashboard – Daily & Weekly reports. Employee Dashboard – Daily report is constrained to selection of a single day. Employee Dashboard – Weekly report, select the starting date and the report is hard-coded to select the following 6 days after the selected date (for a week-long selection range).

Report Profile

This functionality allows you to specify various filtering options for a report and save it for future use. This saves you time from entering the criteria again the next time you want to view the same report. This functionality is independent from the Report Profiles used in Ad Hoc Reporting which are managed under Maintenance > Report Profile.

To save a configured report for future use:

1. Build a report with the desired selections.
2. Click the _{Image Added} button.
3. Enter a name for the profile in the popup window.
   
   

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   image Profile Name.jpg title Fig.115 Performance/Cost Report - Save Report Profile

   
   
4. Click _{Image Added} to update the Report Profile list.