Schedule Optimization reports

This table describes the reports under My Reports > Schedule Optimization Reports > Analysis Reports.

Each report has different parameters. Some parameters are shared by multiple reports, and others are unique to one report.

See Report selection parameters.

Report Description
Payroll Variance Report Shows payroll variance details, including Budget Sales, System Forecast, Manager Adjusted Forecast, and Actual Sales for a selected time period. The report shows four different worksheets.
Schedule Effectiveness Report Shows a comparison between schedule requirements and assignments made for each hour of the day. The report shows total hours per day and week, and effectiveness per day and week.
Schedule Effectiveness Summary Report Shows the coverage and efficiency per day for the entire schedule of one or more locations. 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 selected schedule date 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, such as department.
Note: This report runs a pre-processing step to calculate the efficiency and coverage for the specified schedule. Efficiency and coverage are calculated for both the individual departments and for the entire store. These values are calculated for each day in the schedule period and across the entire schedule period. This data is stored in the SO_SCHEDULE_METRICS table and is used in the generated report.

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

This table describes the reports under My Reports > Schedule Optimization Reports > Productivity Reports.

Report Description
Enterprise Productivity Report Provides information for a location during a given period of time (week to date, month to date, or year to date) for two different volume types.
Productivity Summary Report Provides productivity information for a specified location for a given time period. The scheduled productivity (based upon forecast volume, scheduled hours, average hourly rate, and projected payroll) is calculated for both volume per hour and volume per wage dollar. The report will calculate the actual volume per hour, volume per wage dollar, and payroll percentage of volume for each sublocation.
Productivity Variance Report Provides labor information and includes a comparison between productivity standards (as set up for location) and actual productivity. The report also shows the variance between scheduled and actual hours and the variance between projected and actual payroll.
Note: This report displays both published and unpublished schedules.

This table describes the reports under My Reports > Schedule Optimization Reports > Scheduling Reports.

Report Description
Cost Summary Report Shows the total cost of a schedule that can be filtered by location. Daily totals are provided for scheduled hours, paid time off, scheduled cost, actual hours, and actual cost.
Net Staffing By Hours Report Shows the total number of work hours applied to a schedule that can be filtered by location, job, or both. The report provides daily totals and schedule totals.
Schedule By Employee Report Shows the daily schedule by employee with optional job filtering.

This table describes the reports under My Reports > Schedule Optimization Reports > Staffing Reports.

Report Description
Availability Summary Report Shows availability information for a specified team within a location for a given time period. The information summarizes the daily number of staff scheduled, available, and off (through existing schedules and profiles) and all time codes entered for the period.
Forecast Summary Report Shows the daily forecast volume information for a specified start and end date at a given location. This view provides the details of inherited (fixed/dynamic) forecast information for all sublocations. This report also includes staffing details for the specified time period.