Monthly Schedule Report

Description:

This report displays each selected employee's schedule in a calendar format.  The calendar will include 30 days from the selected start date.

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 Schedule Reports 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.

• The Department field allows you to select which departments will be included in this report. Click on the down arrow icon located to the right of the Show Departments header to select departments.
  Note: By default, all department levels will be included in the report.

1. A tree directory structure is displayed, showing each department level that you have entered into the system. Click on the Include Subs option to include the sub-departments of each selected department level.

2. Use the tree directory to navigate to the department levels that you would like to include in the report.

3. Each department is a link. Click on the links to select them for inclusion in the report. Selected departments are displayed in blue. Unselected departments are displayed in black.

4. Click on the Clear All link to remove all selected departments.

5. The Quick Search section of the screen allows you to easily search for the desired department levels by department name or number. Enter the desired search criteria and click on the [SEARCH] icon. The found results are displayed below.

• The Employees field allows you to select which employees will be included in this report.  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.  If you leave the Viewed Employees box empty, the report will display all employees.
   Note:  The Viewed Employees box is empty by default, thus including all employees in the report.

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.

• Use the Date Range fields to enter the range of days for which you would like to view schedule replacement data.  Click on the icons to select days from a calendar.
  Note: A maximum of 30 days can be displayed on this report.

• If you would like to view data for employees who are assigned to a specific supervisor only, make the desired selection from the Supervisor drop-down menu.

• Use the Sort by field to select how the information on the report will be sorted.  Two sort levels can be specified.
  Example: "Department" is selected in the first field, and "Employee Name" is selected in the second.  The report will be sorted first by the department level that the employees are assigned to, and then alphabetically by employee 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 displayed in calendar format, with a separate calendar for each employee selected in the Report Criteria section of the screen.  The employees are sorted based on your Sort by selection.  The selected employee information is displayed at the top of each calendar.

The report displays 30 days from the start date selected.  The employee's schedule is shown in the appropriate calendar day.

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.