Job Weekly Summary Report

Description:

This report displays a calendar of the specified week. Daily hours totals and the total number of weekly "Regular" and "Overtime" hours are displayed for each job. All hours are totaled at the bottom of the report.

Report Criteria:

The Report Criteria screen opens when you click on the report name from the main "Reports" section of the software.  This screen is where you tell the system what data you would like it to report on.

  • The Job Tracking field allows you to select a different report from the drop-down menu.

  • 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 field to enter a starting date.  Click on the icon to select the date from a calendar.  The report will display 7 days from the selected date.

  • The Employees field allows you to select which employees will be included in this report.  By default all employees are included.  Click on the down arrow icon located to the right of the Show Employees header to select employees.

    1. To view employees from a specific department only, select the desired department from the Department drop-down menu.

    2. All of your employees are listed in the Unused Employees box.  The Viewed Employees box lists the employees that will be reported on.  Select the desired employees from the Unused Employees box and click on the [>>] icon to assign them to the report.  The selected employee names are moved to the Viewed Employees box.

    3. To unassign employees from a report, select the desired employee names in the Viewed Employees box and click on the [<<] icon.  The selected employees are moved to the Unused Employees box.
      Note:
      If you leave the Viewed Employees box empty, the report will display all employees.

  • The Job field allows you to select which jobs will be included in this report.  By default all jobs are included.  Click on the down arrow icon located to the right of the Show Jobs header to select jobs.

    1. All of your job profiles are listed in the Unused Jobs box.  The Viewed Jobs box lists the jobs that will be reported on.  Select the desired jobs from the Unused jobs box and click on the [>>] icon to assign them to the report.  The selected job profiles are moved to the Viewed Jobs box.

    2. To unassign jobs from the report, select the desired job profiles in the Viewed Jobs box and click on the [<<] icon.  The selected jobs are moved to the Unused Jobs box.
      Note:
      If you leave the Viewed Jobs box empty, the report will display all jobs.

  • The Task field allows you to select which tasks will be included in this report.  By default all tasks are included.  Click on the down arrow icon located to the right of the Show Tasks header to select tasks.

    1. All of your task profiles are listed in the Unused Tasks box.  The Viewed Tasks box lists the tasks that will be reported on.  Select the desired tasks from the Unused tasks box and click on the [>>] icon to assign them to the report.  The selected task profiles are moved to the Viewed Tasks box.

    2. To unassign tasks from the report, select the desired task profiles in the Viewed Task box and click on the [<<] icon.  The selected tasks are moved to the Unused Tasks box.
      Note:
      If you leave the Viewed Tasks box empty, the report will display all tasks.
       

  • Use the Sort by field to select how the information on the report will be sorted.  Two sort levels can be specified.
    Example:
    "Job" is selected in the first field, and "Task" is selected in the second.  The report will be sorted first by the assigned Job, and then alphabetically by Task name.

  • The Options section allows you to select how much information is to be displayed on this report.  Put a check mark in the box next to each type of information that you would like the report to display.

Click on the [DISPLAY REPORT] icon located directly below the Options section of the screen to generate the report.

Report Output:

The report is separated into columns.  The header at the top of the report lists the type of information that is displayed in the column below.

Note: The report output depends greatly upon the Sort by settings and Options selected in the Report Criteria section of the screen.

  • The Job column displays the name of the job profile that is being reported on.

  • The Job# column displays the number that employees use to punch into this job at the time clock.

  • The Description column displays the description of the job that was entered into the job profile.

  • The Notes column displays any additional notes that were entered into the job profile.

  • If the displayed hours totals are also assigned to a task, the Task column shows the assigned task's name.

  • The Task# column displays the number that employees use to punch into this task at the time clock.

  • The next 7 columns display the days of the week (as in Mon, Tue, Wed, etc.).  The week dates are also displayed.  The total number of hours assigned to each job profile for the given date are shown in the appropriate columns.

  • The Reg column displays the total number of "regular" hours assigned to the job for the specified week.

  • The OT 1-4 columns display the total number of "overtime" hours assigned to the job for the specified week.

  • The Total column displays the total number of regular and overtime hours assigned to the job for the specified week.

  • All hours are totaled at the bottom of the report.

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.