Performance-Cost Reports

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 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.
   
   

   
   ^{Fig.114 Performance/Cost Reports}

   
   Performance/Cost Reports 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

   • Different fields are available based on the Report Name selected.

To generate a Performance/Cost report:

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 from the lists in the corresponding screens.
7. Click to generate the report.
   

   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 button.
3. Enter a name for the profile in the popup window.
   
   

   
   ^{Fig.115 Performance/Cost Report - Save Report Profile}

   
   
4. Click to update the Report Profile list.