| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Format
|
Select the type of data the report displays for each employee:
-
Hours
-
Cost Amount — This option is only available if your role security gives you full access to labor cost rates and amounts.
-
Billing Amount
-
Percentage — Select this option to display the ratio of employee actual hours to expected hours for each period, expressed as a percentage. For example, if an employee's expected number of hours for a period is 40 and she works 50 hours, the report displays
125 (125%) for that period.
-
Alerts — To identify deviations from the expected working hours for employees, select this option and enter a percentage in
Standard Utility Percentage. The report displays
OVER for a period for employees whose hours exceed the expected hours by more than the percentage in Standard Utility Percentage. It displays
UNDER for a period for employees whose hours are less than the expected hours by more than the percentage in
Standard Utility Percentage. (The expected hours are specified in
Hours/Day on the Personal tab of the Employee Info Center.)
If you select
Alerts, also enter a percentage in
Standard Utility Percentage.
If you select
Percentage or
Alerts, Vision takes into consideration the holidays and non-working days in the calendar on the Holiday Configuration form () when it calculates expected hours.
|
| Standard Utility Percentage
|
If you select
Alerts in
Format, enter a percentage to indicate how far an employee's actual hours can vary from the expected hours before it results in an
UNDER or
OVER alert on the report.
For example, suppose you enter
10 in
Standard Utility Percentage. If the number of expected hours for an employee for a period is 100 hours, and that employee only works 85 hours, the report displays
UNDER for that period. The actual hours are more than ten percent less than the expected hours. If the employee works 95 hours, the report displays
OK for the period. The actual hours are less than the expected hours, but the variance is only five percent. If the employee works 112 hours, the report displays
OVER for the period because the actual hours are over ten percent more than the expected hours.
If you do not enter a percentage, the report displays
UNDER or
OVER for any variance from the expected hours.
|
| Period Scale
|
Select one of the following period scales.
For example, if you want the report to display monthly totals of hours or amounts, select
Monthly.
|
| Start Day of the Week
|
If you select
Weekly or
Bi-Weekly in
Period Scale, select the starting day of the week.
The default selection is the day specified in
Starting Day of Week on the Plan Settings form ().
|
| Start Date
|
Select the starting date for the data on the report:
-
Today — The report displays data starting with the current date.
-
Specific Date — The report displays data starting with the date you specify. Enter the date, or click
 and select the date.
|
| Range
|
Select the number of reporting periods to display. The maximum number is 20.
This option determines the number of periods, and the
Period Scale option determines the type of period. For example, if you select
Monthly in
Period Scale and
6 in
Range, the report displays data for six monthly periods.
|
| Column Width
|
Enter the width of the data columns in inches or millimeters based on which one you selected in the
Unit of Measure field on the Layout tab of the Options dialog box.
|
| Exclude Non-working Days
|
If you select
Daily in
Period Scale, select this check box if you do not want the report to display reporting period columns for the non-work days specified in the company calendars on the Holiday Configuration form ().
The primary purpose of this option is to reserve space on the report for work days.
|
| Include Unposted Labor
|
Select this check box to include hours from unposted timesheets. Vision includes hours from the following:
-
Unposted timesheet transaction entry files
-
Time & Expense timesheets that are in progress or submitted, but not posted
|
| Use Company from
|
Indicate if you want the report to use the employees' organizations or the projects' organizations.
When you group the report by organization or by an organization level, Vision groups by the employee organizations or project organizations, based on your selection in this field.
|
| Include Employee Skill
|
To restrict the employees included on the report to those with a particular skill, select the skill.
The report only displays employees for whom the selected skill is listed on the Experience tab of the Employee Info Center.
|
| Employee Lookup
|
To generate the report for selected employees, click
 to display the Employee Lookup dialog and select the employees.
If you do not select employees, the report includes all employees unless they are excluded based on other report options.
|
| Project Lookup
|
To generate the report for selected projects, click
to display the Project Lookup dialog and select the employees.
If you do not select projects, the report includes all projects unless they are excluded based on other report options.
|
| Show Graph
|
Select this check box to include a graph of one of the following types of data for each employee:
-
If you select
Hours in
Format, Vision graphs actual hours.
-
If you select
Cost Amount in
Format, Vision graphs actual cost amounts.
-
If you select
Billing Amount in
Format, Vision graphs actual billing amounts.
If you select
Percentage or Alerts in
Format or if you select
Exclude non-Working Days, this option is not available.
Limiting the Number of Employees
If the graph is difficult to read because the report includes too many employees, use the
Employee Lookup option to select a smaller group of employees.
|
| Height (Inches)
|
If you select
Show Graph, enter the height of the graph in inches.
|