button
to display the Employee form.
On the Employee form, you can use
the Supervision Type Filter
to find a specific employee.
Once you have selected the employee
for whom you want to run the report, click OK
on the Employee form.This report allows supervisors to view transaction information about specific events for a given period of time.
Note: Supervisors can only view data that applies to the employees they supervise.
See Also:
Run the Event Transactions and Totals Report
Parameters for the Event Transactions and Totals Report
Data in the Event Transactions and Totals Report
To run the Event Transactions and Totals Report:
Click Main Menu > Reporting > Reports.
Find the Event Transactions and Totals Report.
Click Select Report or double-click the report name.
Enter the report parameters.
Click Run Report or Run and Save Report.
The report data appears on the screen.
See Reports for more information on running reports.
Start Date
Enter or select the start date of the range you want to view. This is a required field. The default date is the current date.
End Date
Enter or select the last date in the range you want to view. This is a required field. The default date is the current date.
Event
Select the event that you want to include in this report. Leave the field blank to include all events in the report.
Note that the report will only include events that have been posted to the transaction table.
Facility
Select a facility record if you only want the report to include employees from a specific facility.
Person Num
Leave this field blank if you want to run the report for all your employees.
To run the report for a single employee,
enter the employee number in the Employee Num field. You can also lookup
an employee number by clicking the quick link button
to display the Employee form.
On the Employee form, you can use
the Supervision Type Filter
to find a specific employee.
Once you have selected the employee
for whom you want to run the report, click OK
on the Employee form.
If you enter a Person Number, the report will only include events that have been posted to the transaction table by that person.
Supervision Type
If you left the Person Number field blank, you can still narrow down the person records by supervisory type from the Supervision Type drop-down menu.
Include Direct
When this box is checked, person records that report directly to the logged in Supervisor via Employee Group type DIRECT_MANAGER are included in the results.
Start Date, End Date: Date range entered into the report parameters when the report was generated.
Print Date: Date and time the report was generated.
Event: Name of the event. Note that the report will only include events that have been posted to the transaction table.
Posting Date: Date the event was posted.
Person Num, Person Name: Identifies the employee who posted the event.
Quantity Completed: Displays the total quantity completed for the transaction.
Hour(s): Number of hours posted for the event.
Event Total: Displays the total number of hours posted for the Event on the specified Posting Date.
Total: Displays the total number of hours posted for all the events in the report.
The Hours, Event Total, and Total amounts will display in decimal or clock format based on the Duration Format setting in the Preferences form.
