Schedule Effectiveness Summary Report

Report Type: Designer report

The Schedule Effectiveness Summary report displays the coverage and efficiency per day for the entire schedule of one or more location(s). The report also displays the average coverage and efficiency for each location and sub-location and at higher levels of the hierarchy, allowing executives and managers to see the big picture of schedule quality. The report allows you to set a threshold to highlight coverage and efficiency for periods that are below the specified threshold.

Note: The Schedule Date selected will return the entire schedule on which the date falls. The average coverage and efficiency for the lowest two levels in the hierarchy match what is displayed in the schedule screen, while the average for every other higher level is calculated at the report level based on the average of the lowest level (For example, Department).

The Schedule Report flag and Schedule Date Offset applies when scheduling the report and must be selected so that the system date is utilized to calculate the Schedule Date.

This table describes the content of the Schedule Effectiveness Summary Report:

Report selection parameters Report output fields
  • Location: Select the locations to include in the report.
    Note: Sublocations are always included to the lowest level (department).
  • Schedule Date: Select the schedule date for the report when running the report on demand. The default is today's date.
    Note: You cannot specify an end date. The date range of the report is always one week.
  • Highlight Coverage less than %: Specify the threshold percentage for highlighting the cells in the report based on coverage. A coverage percentage is displayed for each day in the date range. When coverage for a department is less than the specified value, the coverage percentage is highlighted in the report. The default threshold percentage for coverage is 85. For more information, see How coverage and efficiency percentages are calculated.
  • Highlight Efficiency less than %: Specify the threshold percentage for highlighting the cells in the report based on efficiency. An efficiency percentage is displayed for each day in the date range. When efficiency for a department is less than the specified value, the efficiency percentage is highlighted in the report. The default threshold percentage for efficiency is 75. For more information, see How coverage and efficiency percentages are calculated.
  • Schedule Report: Select this check box when scheduling the report. The check box does not apply when running the report on demand.
  • Schedule Date Offset: Specify a negative or positive offset to the start date when scheduling the report. The offset is ignored when the Schedule Report check box is cleared.

    By default, the offset is 0. In this case, the start date of the report is determined by the system date.

    If you specify an offset other than 0 (with the Schedule Report check box selected), the start date of the report is determined by system date + offset.

    For example, to return data starting one week in the future, specify an offset of 7. If the current day is September 5, then the start date of the report is September 12.

  • Show Parameters

For more information on these parameters, see Report selection parameters.

  • Location
  • Department
    • Date
    • Coverage
    • Efficiency
    • Average
    • Total
  • Report Total