Reports/Dashboard menu will be displayed as Dashboard if the installation has Dashboard license else it will be displayed as Reports

Accessing Dashboard

1. Log into ProTrack Warehouse.

2. Select Dashboard from the Reports drop down menu

3. Dashboard screen has three sections:
   
   • Analytics
   • Pulse
   • Notification

Analytics

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Fig 1 Dashboard Screen - Analytics

Dashboards

Select the dashboard you would like to see from the left bar in the Analytics section

Master Reports 

Select the report you would like to see from the left bar in the Analytics section

Master Reports

Report Name

Description

Activity Master Report

Lists all configured activities grouped by Tasking Group, Activity Group, and Activity Type.

Customer

Lists all customer details.

Employee

Missing Customers

Lists all customer records that appear in assignments but are not configured in the system.

• You can add missing customers through the Maintenance > Customers screen.

Standard Configuration

Lists the full configuration of all standards and their associated selectors and determinants.

^{Table 1. List of Master Reports}

Other Reports

Select the report you would like to see from the left bar in the Analytics section

List of Other Reports

Report Name

Description

Filter Options

Discipline Report

Displays employees who have been flagged for discipline along with their performance
and/or quality thresholds, step levels, and reason code (if applicable).

• Facility
• From/To Date
• Employee

Employee Summary by Assignment

This report displays a listing of all assignments worked by each employee over a
selected date range.

• Facility
• From/To Date
• Employee
• Assignment

Exception Report

Displays a listing of assignments that are not in 'COM' status, grouped by employee.

• Facility
• From/To Date
• Employee

This report is displayed when the Manufacturing module is enabled. Detailed report that displays total time,
standard time, breaks, delays, number of components, production line, work order, and the performance
involved to make a finished good.

• Facility
• From/To Date
• Work Order
• Kiosk
• Room ID
• Production Line
• Finished Good

Incentive Detail Report

Displays a list of employees, along with the activities, eligible for incentive pay which is determined by the
configured Incentive Plans. Use the last date of the review period to pull up the report (previously before,
it was the date after the review period).

• Facility
• From/To Date
• Employee

Displays a list of employees eligible for incentive pay with additional variable
used to calculate the incentive payout.

• Facility
• From/To Date
• Employee

Indirect Summary

Displays the time taken per day to perform each indirect activity in the input time period.

• Facility
• From/To Date

This report will display information for each employee on individual pages that have been approved for incentive.

• Facility
• From/To Date

Missing Locations Summary

Identifies any locations that have been imported but are not configured in
ProTrack Warehouse over a date range.

• Facility
• From/To Date
• Employee
• Assignment

Missing Locations Detail

Identifies any locations that have been imported but are not configured in
ProTrack Warehouse, all affected employees, and the activities which the
affected employees worked over a date range.

• Facility
• From/To Date
• Employee
• Assignment

This report is displayed when the Manufacturing module is enabled. Graphical
report that displays downtime occurrences for a line when it is not functioning. It
shows number of occurrences and total down time by production line for a given date range.

• Facility
• From/To Date
• Work Order
• Kiosk
• Room ID
• Production Line
• Finished Good

This report is displayed when the Manufacturing module is enabled. Similar to the Production
Down Time report only is displays the range of time that a particular line is not functioning when
it should. It provides details of production gap start and end times, total down time, and work order
by production line.

• Facility
• From/To Date
• Work Order
• Kiosk
• Room ID
• Production Line
• Finished Good

Punch Summary Report

Displays all of the time and attendance time punch information over a date range.

• Facility
• From/To Date

Punch Error Summary Report

Displays all of the time and attendance time punch information that has erred out
over a date range.

• Facility
• From/To Date

Quality by Assignment

Displays the number of errors of each quality type committed by assignment in
the input time period.

• Facility
• From/To Date
• Assignment

Quality by Employee

Displays the no of errors of each quality type committed by employees in the input
time period.

• Facility
• From/To Date
• Employee

Quality by Quality Type

Displays the total no of errors of each quality type committed by all employees
per day per assignment in the input time period.

• Facility
• From/To Date

Work To Do Summary

Displays a summary of the assignments by activity that are yet to be completed
within a specified date range.

• Facility
• From/To Date

Work To Do Report

Displays the assignments that are yet to be completed within a specified date range.

• Facility
• From/To Date
• Assignment

^{Table 2. List of Other Reports}

Pulse

Clicking on Image Removedwill show the pulse.

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Notification

Clicking on Image Removed will show the notifications

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How to use Dashboards

The Dashboard provides the user the ability to see information at any level with full drill down capability.

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What is the dashboard?

The dashboard is a powerful tool that allows users to utilize an advanced data analytics engine to visualize and trill into ProTrack's labor management data.  The Business Intelligence (BI Pro) tool requires no technical knowledge to create data visualizations which can be easily filtered and explored.  By default, there are several included dashboards which cover many of the most common labor management KPIs.  Users can duplicate, extend, and customize these dashboards to cover additional reporting needs.  Additional dashboards can also be created from scratch as dictated by business needs.

Accessing the Dashboard

1. Log into ProTrack Warehouse.

2. From the top menu, select Reports → Dashboard

Dashboard Features

Analytics

The Analytics tab contains all of the Dashboards that have been created by, or shared with, the logged in user.  Choosing a dashboard from the left-hand menu loads the dashboard in the middle pane.  The right panel contains a list of filters that can be applied to all widgets on the currently selected dashboard to see data for a specific date range, set of facilities, group of employees, etc.

Dashboards

By default, several dashboards have been created with most of the commonly used labor management KPIs in mind.

Pulse

What is Pulse?

Your pulse is a centralized location where you can stay on top of your most important KPIs across multiple dashboards, and manage your data alerts.

You can consolidate and monitor important aspects of your business by adding important values from various dashboards to the Pulse page.

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Adding a tile to your Pulse

Widgets with single values can be added to your pulse by hitting the 3 dots in the upper-right corner of the widget.

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Alerting can be set for each widget individually as they are added to pulse.  There are three ways this alerting can be set up:

• Threshold – Once a value rises above/falls below a certain number, an Alert will be generated
• Automatic – Pulse will automatically check for variations from the normal, and send an Alert when an abnormal value is detected.
• Always – An Alert will be generated each time the cube rebuilds, regardless if there is a change in your data or not.

The Advanced button allows you to customize the filters on the Pulse, and where Alerts will be sent when they are generated.

Notification

Clicking on Image Added will show the notifications.  Alerts generated by Pulse widgets will appear here.

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How to create a new Dashboard

Dashboard Designers can create dashboards from the Analytics page where all your existing dashboards are displayed.

 Create a New Dashboard

1. Click + to create a new dashboard on the Analytics page.
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2. In the Data Set field, select the ElastiCube model to which you want to connect. If you’ve completed Step 1 – Connect to Data, select ‘Tutorial’ in the Data Set field, otherwise choose ‘Sample ECommerce’.
3. A default title name matching the ElastiCube model name will be given to the dashboard. Feel free to change it.
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4. Click Create.
   Now that you have a dashboard, you can start adding widgets to it.

2 – Create Your First Widget: Sales Trends

Create your first widget to get a general idea of your sales performance.

1. Click Select Data on the left side of the screen:
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2. A list of available fields will be displayed grouped according to the table they belong to. This window is called ‘Data Browser’, and lets you easily find the fields available in your ElastiCube model. Select the ‘Revenue’ field:
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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:

1. Click + Add More Data:
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2. In the data browser, hover over the Date field and click More… Then select Quarters:
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3. Click Create to add the line chart widget to the dashboard.
   The revenue trend is also positive showing annual growth, so now go ahead and explore what’s driving this growth. It would be interesting to uncover profitable product categories.

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1. You can clearly see that customers between the ages of 65+ are the most valuable in terms of the revenue they generate. This insight can be used to focus advertising budgets and develop unique campaigns to grow these customer segments. Now, you can turn your attention to identifying which markets are growing at the quickest rate.

6 – Rearrange the Widgets in the Dashboard

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:
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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.

7 – Filtering and Drill Downs

In our pie chart we can clearly see that our strongest age range is 65+. Let’s explore this age range a little more:

1. Click the 65+ slice in the pie chart.
2. As a result, a new filter is added to the filter panel on the right, and the entire dashboard is now filtered to focus on this age range.
3. Taking a look at the updated scatter chart, you can see that Monitors are by far the most revenue generating category for this age range.
4. Right-click the 65+ slice in the pie chart and select Drill Into… from the menu.
5. A Data Browser will pop up, letting you select any field to drill into. Click on the Brand field.
6. You can now see which brands contribute the most to the revenue of your selected age range.
   You can make direct selections by dragging the mouse over the points that interest you in the scatter and line charts as well.

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Add 'How to add Pulse' section
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