Job Analysis Report

This report gives you a detailed analysis of the labor that is being spent on your jobs and tasks. Employee hours and earnings for each job and task are calculated individually, and totaled at the end of the report.

Report Criteria

The Report Criteria screen opens when you select a report in the system. This is where you tell the program what data you would like it to report on.

• The drop-down menu at the top of the screen allows you to select a different report without navigating back to the main "Reports" screen.
• Put a check mark in the Launch Report in Separate Window box if you would like the report to open in a new web browser window. With this option de-selected the report is displayed directly below the Report Criteria section of the screen.
• Use the Date Range fields to enter the range of days that you would like to report on. Click on the icons to select the dates from a calendar. Select a range from the drop-down menu if desired, and use the and icons to scroll by dates.

• The Employees field allows you to select which employees will be included in this report. By default all employees are included. Click on the icon next to the Show Employee Filtering to filter employees.

• If you would like to narrow down the list of available employees by the default department that they are assigned to, click on the icon next to the Show Departments header, and select the desired departments from the tree-directory that appears.
• Your employees appear in the Unselected box. To filter this box by the first letter of employee last names, click on the appropriate letter at the bottom of the selection box.
• In the Unselected box, highlight the employees that you would like to include in the report. Hold down the {CTRL} or {SHIFT} key on you keyboard to select multiple employees. Click on the icon. The highlighted employees are moved to the Selected box.
• Remove employees from the report by highlighting them in the Selected box and clicking on the icon.

• Use the Quick Search box to search for a specific employee by name, ID or card number.

• The Jobs field allows you to select which jobs will be included in this report. By default all jobs are included. Click on the icon next to the Show Jobs to filter jobs.

• The Status field allows you to select that you would like to report on either "Complete" or "Incomplete" jobs only.

• Use the Customer field to filter jobs by the customer that they are assigned to. Make the desired selection from the Unselected box and click on the icon.

• The Group field allows you to filter jobs by the Job Group that they are assigned to. Make the desired selection from the Unselected box and click on the icon.

• The Project Manager allows you to filter jobs by the Project Manager assigned to them. Make the desired selection from the Unselected box and click on the icon.

• Use the tree-directory at the bottom of the section to manually add jobs to the report. Put a check-mark in the Include Subs option to include sub-jobs. Click on the "Clear All" link to clear the current selection.

• The Additional Filters section of the screen allows you to select what types of data you would like to include on the report. Click on the icon to display the additional filtering options.

• If you would like to include specific Tasks on the report, make the desired selection from the Unselected box and click on the icon.

• If you would like to display data on a specific Employee Status, Employee Type, Pay Period, Pay Type, Supervisor, Department, or Worked Department only, make the desired selections from the drop-down menus.

• Put a check mark in the box next to each type of data that you would like the report to display.

• The Paging Amount field allows you to view how many employees to put on a single page. It is recommended that you use the "All" setting.

• Use the Sort by fields to select how the information on the report will be sorted.  Two sort levels can be specified. Select Group By to group the report data based on the sort specification.
  Example: "Job" is selected in the first field, and "Employee Name" is selected in the second.  The report will be sorted first by the job level, and then alphabetically by employee name.

Once you have specified the desired report criteria, click on the [GENERATE REPORT] icon. The report is displayed at the bottom of the screen.

Report Output

Report output varies depending on the report criteria and filters selected.

The report date range is displayed in the upper left-hand corner of the screen.

• The Job column displays the job assigned to the displayed hours total.
• The Number column displays the job's assigned Job Number.
• The Description column displays the description on the Job Profile.
• The Task column displays the task assigned to the displayed hours total.
• The Number column displays the task's assigned number.
• The Description column displays the description on the Task Profile.
• The Name column displays the employee's name.
• The ID column displays the employee's ID in the system.
• The Card column is the card number assigned to the employee.
• The Department is the department level assigned to the displayed hours total.
• The Supervisor column displays the supervisor assigned to the displayed hours total.
• The Date column displays the date of the hours total on the employee's Time Card.
• The Pay Code column displays the pay code assigned to the hours total on the employee's Time Card.
• The number of Hours is displayed.
• Hours are totaled at the bottom of the report.

Print Options

• Click on the [SAVE] icon in the upper right-hand corner of the screen to save this report to a separate file.
• Click on the [PRINT] icon to print the report.
• Click on [PRINT TO PDF] to generate a PDF file from the report.
• Click on the [FAVORITES] icon to create a Report Favorite based on the report settings.