Fields of the Print Resource Activity Report Screen

Use this screen to select the search criteria for the drill-down results and report.

Parameter ID and Description Fields

Use these first two fields to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options are also included in the saved parameter ID if there are any. You can change any of the associated selection defaults as necessary.

Field	Description
Parameter ID	Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made in the screen. When you save your record, all the selections made in the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query. You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display in the screen, you can override the defaults.
Description	Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Criteria

Date Range Fields

Select the following date range options for employee activity.  

Field	Description
Date Range	Select from the following date range options: All — Select this option to include all employee activities. One — Select this option to include one specific employee activity. Range — Select this option to include a range of employee activities. From Beginning — Select this option to include all employee activities starting from today and ending with the employee activities you select in End Date field. The Start Date field is disabled for this option. To End — Select this option to include all the employee activities that begin with the activity you select in Start Date and end with the most current employee activities available. The End Date field is disabled for this option.
Start Date	Click to the right of the field to select the start date for the employee activity. The default date that displays is the first day of the month of the current system date. If you selected "From Beginning" as the Date Range option, this field is disabled. Note: This is not a required field. Because the amount of information displayed in the Employee Activity screen is considerable, we strongly recommend that you select a date range to narrow the scope. If you do not make a selection in the Start Date field, the system attempts to retrieve all selected employee information from the beginning of the employee history.
End Date	Click select the end date for the employee activity. If you selected "To End" as the Date Range option, this field is disabled.
Show Self Only	Select this check box of you want to display only those employees assigned to you. If you do not select Show Self Only, you must then select functions in the Employee Selection table. The default is based on the number of functions listed. If you are assigned more than one function that has view rights (as defined in the Functional Roles screen), the default value will be "Select." If you are assigned only one function, that function will be the default value. If you are assigned more than one function in the system, an additional selection, "ALL," will be available along with the function of "Self."
Show Details	Select this check box to include charge details.

Drill-Down Options

To see an additional breakdown(s) of employee activity information by UDT, select the drill-down level(s). If you do not select any levels, you will still see the activity in a summarized manner by employee and in a detailed manner by timesheet cell date.

Note: If you do not select any drill-down options, the Employee Summary table is displayed and you have the option of drilling down to the employee details.

Field	Description
Level 1	Select the UDT value from the drop-down to display the employee activity information at the selected level. The available options are the UDTs configured as useable in the UDT Options tab of the Configure General Settings screen. An additional value, "None," is available and displays as the default. The remaining UDTs display in alphanumeric order. You must select a Level 1 value in order for the Level 2 field to be enabled.  If you change the Level 1 value to "None" after having selected Level 1 and Level 2 values, the Level 2 field will be changed to "None" and disabled.   If you change the Level 1 value from one UDT value to another after having selected a Level 2, the Level 2 value will be changed to "None." This prevents you from selecting the same UDT value for more than one level.
Level 2	Select the UDT value from the drop-down to display the employee activity information at the selected level. The available options are the UDTs configured as useable in the system in the UDT Options tab of the Configure General Settings screen.  The UDT value selected as Level 1 is not included. An additional value, "None," is available and displays as the default. The remaining UDTs display in alphabetical order. You must select a Level 2 value in order for the Level 3 field to be enabled.  If you change the Level 2 value to "None" after having selected Level 2 and Level 3 values, the Level 3 field will be changed to "None" and disabled.   If you change the Level 2 value from one UDT value to another after having selected a Level 3, the Level 3 value will be changed to "None." This prevents you from selecting the same UDT value for more than one level. Level 2 is available only if you selected a Level 1 value.
Level 3	Select the UDT value from the drop-down to display the employee activity information at the selected level. The available options are the UDTs configured as useable in the UDT Options tab of the Configure General Settings screen. The UDT values selected as Level 1 and Level 2 are not included. An additional value, "None," is available and displays as the default. The remaining UDTs display in alphabetical order. Level 3 is available only if you selected a Level 2 value.

Additional Detail Columns

Select additional columns to see additional UDT information when the details level is displayed at the cell level.

Field	Description
Column 1	Select a UDT from the drop-down to display as an additional column in the report. The available options are the UDTs configured as useable in the UDT Options tab of the Configure General Settings screen.   An additional value, "None," is available. The remaining UDTs display in alphabetical order. The default for this field is "UDT10."
Column 2	Select a UDT from the drop-down to display as an additional field in the report. The available options are the UDTs configured as useable in the UDT Options tab of the Configure General Settings screen.   An additional value, "None," is available. The remaining UDTs display in alphabetical order. The default for this field is "None." Column 2 is available only if you select a Column 1 value.

Employee Selection Table

Field	Description
Selected	This field shows which functional roles and employee groups are selected for inclusion in the Resource Activity Report.
Function	The selections available depend on the rights that you have as a supervisor and the functions that are created in the Functional Roles screen. The functions are listed in alphabetical order. The default is based on the number of functions listed. If you are assigned more than one function that has view rights (as defined in the Functional Roles screen), the default value will be "Select." If you are assigned only one function, that function will be the default value. If you are assigned more than one function in the system, an additional selection, "ALL," will be available along with the function of "Self." Your selection determines which groups display in the group list. For example, if you select "Primary Supervisor," the groups to which you have primary supervisory rights will display in the group list.
Group	Select the employee group(s) that you wish to view.
	Select All — Click Select All to include all displayed functions and groups in the report. To select a row, highlight the row using a left mouse click. Deselect All — Click Deselect All to exclude all the function and group selections in the Employee Selection table.
Process	Select to retrieve the employee activity information. The Results table displays the employee summary information. From there, you can drill down into selected levels or, if no levels are selected, you can drill down into the employee detail information. If there are no employees in the selected group(s) or no employees in group(s) with activity within the selected date range, the system displays the following message: "No records found."

Processing the Employee Activity Report

Select to retrieve the employee activity information. The Results table displays the employee summary information. From there, you can drill down into selected levels or, if no levels are selected, you can drill down into the employee detail information.

If there are no employees in the selected group(s) or no employees in group(s) with activity within the selected date range, the system displays the following message: "No records found."