Documentation for ProTrack Warehouse 7.6.

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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.113 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.


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.

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

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
  • Assignment

Exception Report

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

  • Facility
  • From/To Date

Incentive Report

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

  • Facility
  • From/To Date
  • Employee

Indirect Summary

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

  • Facility
  • From/To Date

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
  • Assignment

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
  • Assignment

Punch Summary Report

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

  • Facility
  • From/To Date

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

Quality by Assignment

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

  • Facility
  • From/To Date
  • Assignment

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

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

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
  • Assignment

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
  • Employee
  • 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
  • Variance Threshold

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

Table 13. List of Other Reports

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