Documentation for ProTrack Warehouse 7.5.

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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 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.98 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.99 Performance/Cost Report - Save Report Profile

The profile will then be accessible in the drop-down list of saved profiles at the top of the screen.

Info

  • Each saved report profile is tied to the ProTrack Warehouse user that created it.
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