Documentation for ProTrack Warehouse 7.5.

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The Other Reports screen is used to generate reports for cost analysis of different activities and customers. This screen is also helpful by providing reports such as Missing Locations or Work To Do.

To access the Other Reports screen:

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


    Fig.97 Other Reports


    Other Reports Field Description

    Field

    Description

    Facility

    Select the facilities that will be displayed in the report.

    Report Name

    Select which report to generate.

    From Date

    Select the start date of the report.

    To Date

    Select the end date of the report.

    Employee

    Select the employees that will be displayed on the report.

    Assignment

    Select the assignments that will be displayed on the report.

    Activity Type

    Select the activity type of the assignment for which the report has to be generated.

    Audit Report

    Select the type of Audit report to be generated.

    Table 12. Other Reports Descriptions

    Info

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


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
  • Variance Threshold

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
  • Variance Threshold

Exception Report

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

  • Facility
  • From/To Date
  • Employee
  • Variance Threshold

Incentive Report

Displays a list of employees eligible for incentive pay which is determined by the configured Incentive Plans.

  • Facility
  • From/To Date
  • Employee
  • Variance Threshold

Indirect Summary

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

  • Facility
  • From/To Date
  • Employee
  • Variance Threshold

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
  • Variance Threshold

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
  • Variance Threshold

Punch Summary Report

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

  • Facility
  • From/To Date
  • Employee
  • Variance Threshold

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
  • Employee
  • Variance Threshold

Quality by Assignment

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

  • Facility
  • From/To Date
  • Employee
  • Variance Threshold

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
  • Variance Threshold

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
  • Employee
  • Variance Threshold

Trip Audit by Assignment

Displays a complete breakdown of the standard time allotted for a specific assignment by determinant,
and summarizes the standard time into worktime and travel totals. Must specify the assignment for the report.
Assignments for this report need not be in 'COM' status.

  • Facility
  • From/To Date

Trip Audit For Completed Assignments

Displays a complete breakdown of the standard time allotted for a specific assignment by determinant,
and summarizes the standard time into worktime and travel totals across multiple assignments at once.
Assignments for this report must be in 'COM' status.

  • Facility
  • From/To Date
  • Assignment

Schedule Variance Report

Displays all employee work schedules whose start or end times varied from the assigned scheduled shift
by a user-definable threshold (the "Variance Threshold"). The report also lists the variances of the overall
schedule durations to identify when an employee worked shorter or longer than what they were scheduled to work.

  • Facility
  • From/To Date
  • Employee
  • Assignment
  • Audit Report

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


To generate a report:

  1. Click and select the facilities from the Search Facility Name screen.
  2. Select which report you want to generate from the Report Name list.
  3. Click and select From Date and To Date for which the report should be generated.
  4. Click to generate the report.

    Tip

    • Click Clear, if you want to clear all the values in the fields.
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