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1. Log in to ProTrack Warehouse.

2. Select Cost/Performance under the Reports menu. The Cost/Performance report screen appears.
   
   
   ^{Fig.1 Cost/Performance Reports}

   
   

   Cost/Performance Field Description

   Field	Description
   Facility	Select the facilities that will be displayed in the report.
   Report Name	Select which report to generate.
   Sort Order	The order in which the report will be sorted is Alphanumeric.
   Sub-Total/Total At	Reports can be generated either by Summary or Detail.
   From Date	Select the start date of the report.
   To Date	Select the end date of the report.
   Baseline	Select the format that the base % and adjusted % performance will be displayed on the report, either 0% or 100%. 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, 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.

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1. Click  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  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  adjacent to the fields and select the Tasking Group, Activity Group, Shift, Department, Schedule, Supervisor, Activity, Zone, Microzone, Employee, and Customer and Employee from the lists in the corresponding screens.

7. Click  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). When pulling certain reports, for example Performance by Activity, a check box titled Include Errors appears. This gives the user the ability to include assignments in error in the report results

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