This The Performance/Cost Reports screen contains reports used for analyzing employees' performance. Each of these reports can be run with two levels of granularity, a "Summary" version and a "Detail" version. The Detail versions offer the most 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 when where each employee's specific Activity-level performance is not required. Anchor |
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_Accessing_the_Performance | _Accessing_the_PerformanceTo access the Performance/Cost Reports screen:
- Log in to ProTrack Warehouse.
- Select the Performance/Cost Reports under the Analysis menu. The Performance Reports screen appears.
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image | PerfCost Report.jpg |
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title | Fig.114 Performance/Cost Reports |
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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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- Click Image Removed and select the facilities from the Search Facility Name screen.
- Select the type of performance report, format and sort criteria from the Report Name, and Sort Order lists respectively.
- Specify the type of performance report to be generated from the Sub-Total/Total At options. Summary report is selected by default.
- 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.
- Select the activity type from the Activity Type list. If this field is not specified, both indirect and standard direct activities are considered.
- 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.
- Click Submit to generate the report.
- Field Description
Field | Description |
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Facility | Select the facilities |
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that will be displayed in the report. |
Report Name |
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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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Reports can be generated either by Summary or Detail. |
From Date | Select the start date of the |
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report. |
To Date | Select the end date of the |
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report. |
Baseline | Select the format that the base % |
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and adjusted % performance will be displayed on the report, either 0% or 100%. |
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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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, 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
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- Different fields are available based on the Report Name selected.
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To generate a Performance/Cost report:
- Click Image Added and select the facilities from the Search Facility Name screen.
- Select the type of performance report, format and sort criteria from the Report Name and Sort Order lists respectively.
- Specify the type of performance report to be generated from the Sub-Total/Total At options. Summary report is selected by default.
- Click Image Added and select From Date and To Date in which the activities were performed, this is based on the work schedule date.
- Select the activity type from the Activity Type list. If this field is not specified, both indirect and standard direct activities are considered.
- 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.
- Click Image Added to generate the report.
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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).
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Gallery |
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include | CbA Report.jpg,CbCS Report.jpg,ED Daily Report.jpg,ED Weekly Report.jpg,PbAGS Report.jpg,PbAS Report.jpg,PbDS Report.jpg,PbDAD Report.jpg,PbDSD Report.jpg,PbES Report.jpg,PbEAS Report.jpg,PbFS Report.jpg,PbMS Report.jpg,PbSS Report.jpg,PSS Report.jpg,PbSup Report.jpg,PbTGS Report.jpg,PbZS Report.jpg |
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sort | name |
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title | Performance/Cost Reports |
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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:
- Build a report with the desired selections.
- Click the Image Added button.
- Enter a name for the profile in the popup window.
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image | Profile Name.jpg |
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title | Fig.115 Performance/Cost Report - Save Report Profile |
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- Click Image Added to update the Report Profile list.
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- Each saved report profile is tied to the ProTrack Warehouse user that created it.
- The profile will then be accessible in the drop-down list of saved profiles at the top of the screen.
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