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