Performance-Cost Reports

This 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 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 each employee's specific Activity-level performance is not required.

Select the Performance/Cost Reports under the Analysis menu. The Performance Reports screen appears.

Performance/Cost Reports
The lists of Performance/Cost Reports are:

• Cost by Activity
• Cost by Customer Summary
• Employee Dashboard – Daily
• Employee Dashboard - Weekly
• Performance by Activity Group
• Performance by Activity
• Performance by Department
• Performance by Department/Activity
• Performance by Department/Shift
• Performance by Employee
• Performance by Alt ID
• Performance by Facility
• Performance by Labor Union
• Performance by Microzone
• Performance by Schedule
• Performance by Shift
• Performance by Supervisor
• Performance by Tasking Group
• Performance by Zone

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.

• 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).

To generate a Performance/Cost report:

1. 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 the date range (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 Labor Union from the lists in the corresponding screens.
   7. Click Submit to generate the report.

Field Description