Use these fields to configure search parameters and additional search options for the 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.
|
Options
| Field | Description |
|---|
| Actual Hours
|
Select this option to base the inquiry on the actual hours that the employee(s) worked. See the documentation for the Results table for details on calculating actual hours.
|
| Standard Hours
|
Select this option to base the inquiry on the standard hours that the employee(s) worked. See the documentation for the Results table for details on calculating standard hours.
|
| By Group
|
Select this option to run the inquiry by timesheet group.
|
| By Employee
|
Select this option to run the inquiry by employee.
|
Date Range
| Field | Description |
|---|
| Start Date
|
Click
 to select the starting date for this inquiry. The default value is the first date of the current month.
|
| End Date
|
Click
to select the ending date for this inquiry. The default value is today's date.
|
Utilizations Table
This table contains all utilizations that have been set up in the Manage Utilization Categories screen in Time Controls. You are limited to five values for selection. If there are five or fewer values available for selection, you have the option of selecting all of the values by checking the check box in the upper left corner of the table. If there are more than five utilizations set up, you can check up to five for each inquiry.
| Field | Description |
|---|
| Selected
|
Select each check box for the utilization code(s) that you want to include in the report.
|
| Description
|
This field provides descriptions for each utilization code included in the report.
|
Groups/Employees
The information in this section is based on the choices made in the Options section. If you selected
By Group, the section labeled "Groups" is enabled. If you selected
By Employee, this section labeled "Employees" is enabled.
| Field | Description |
|---|
| Groups Table
|
This table contains the employee groups that are linked to the employee group type. To select an employee group, select the check box to the left of the row. To deselect an employee group, uncheck the box. You can select all of the employee groups by selecting the check box in the upper left corner of the Groups table.
The employee Groups table is displayed only if you select the
By Group in the Options section.
|
| Group Type
|
This field shows the employee group types over which you have supervisor rights and for which your functional role allows you to view timesheets. In the
Selected column, select one or more check boxes for each corresponding Group Type that you want to include in the utilization report.
|
| Group Description
|
This field describes the employee group type.
|
- Select All — Click this to include all displayed employee group types in the report.
- Deselect All — Click
Deselect All to exclude all the displayed employee group type selections from the report.
|
| Employees Table
|
This table shows all the employees you want to include in the utilization report. Click
 to select the employee(s) you want to include in the report. This table is enabled only if you selected
By Employee in the Options section.
|
| Process
|
Click
 to load the Results table with the employees that meet the selected criteria.
If Time & Expense finds no employees that meet the criteria, it displays the following error message: "No results found."
If you selected no employee groups in the employee group filter (if you selected the
By Group in the Options section), the system displays the following error message: "At least one Employee Group needs to be selected."
If you selected no utilizations in the utilization filter, the system displays the following error message: "At least one utilization description needs to be selected."
If you selected no employees in the employee filter (if you selected the
By Employee in the Options section), the system displays the following error message: "At least one Employee needs to be selected."
|
