Report selection parameters

Parameter	Description
Approved	Select the violations that are shown in the Schedule Compliance Violations report based on their approval status. Select Approved, Unapproved, or All Records.
Approved By	Select the violations that are shown in the Schedule Compliance Violations report based on the users who approved them.
Authorization	Select records to view based on their authorization status, such as Authorized or Unauthorized.
Balance Type	Select the balance type to view in the Balance Detail Report or the Balance Summary Report, such as Sick, Personal Days, or Vacation).
Budget Method	Select the budget method to use for a Cost Summary Report. You can select one of these methods: None: No budget type is used. FTE: The budget is derived using the number of full-time equivalents (FTEs) that may be applied. Payroll as a % of Revenue: The budget (in dollars) is derived from a percentage of the forecast revenue. Payroll Cost per Volume Unit: The budget is derived from a fixed cost per unit. Total Hours: The budget (in hours) is derived from the forecast.
Budget Method Parameter	For the Cost Summary Report, specify the value of the budget type parameter.
Calculation Group	Select the calculation groups to include in the report.
Category	For the Enterprise Productivity Report, select the aspect of enterprise productivity that you want to report on. Sales: Shows the budget, forecast, and actual sales. Payroll Hours: Shows the budget, forecast, and actual hours. Payroll Dollars: Shows the budget, forecast and actual payroll dollars. Business: Shows LY and TY sales, average hourly rate (AHR), payroll percent, sales per hour (SPH), and sales per payroll $. Conversion: Shows the relationship between the two volume types that are selected in the Volume Type 1 and Volume Type 2 parameters. For example, you could use this option to show cart size (items per transaction) or traffic conversion (traffic per transaction).
Compare With	Select the time period to compare in the Business Performance Report or the Overtime Trend Report, such as Previous-Period or Same-Period-Last-Year.
Date	For the View Assignment Report, specify the date to view.
Date Selection	Select the period of time for the report.
Day Part	Specify the day parts to include in the report, such as morning or afternoon.
Department	Select the departments to include in the report.
Direction	Select the direction in which to sort the records in the report. You can select Ascending or Descending.
Docket	Select the dockets to include in the Daily Project Activity and the Docket Report.
Domain	Select the domains to include in the User Session Report. You can select one of these options: WORKBRAIN_SYSTEM: Users who have logged into the system from the desktop application. MOBILITY: Users who have logged into the system from the mobility application
Employee ID	Select the employee IDs to include in the report.
Employee Status	Select the employee status to include in the report, such as Active or Inactive.
End Date	Select the end date of the date range to show in the report.
FTE Hours/Week	For a Cost Summary Report, specify the number of hours of work per week that is equivalent to a FTE of 1.0.
Group By	Select how to group the report results, such as User, Date, IP Address, Shift Pattern, or Team. The Group By options that are displayed from the drop-down list are specific to the report.
Highlight Coverage Less Than %	For the Schedule Effectiveness Summary Report, 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. See Coverage and efficiency calculations.
Highlight Efficiency Less Than %	For the Schedule Effectiveness Summary Report, 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. See Coverage and efficiency calculations.
Include Parent and Sub Teams	Indicates whether you want to include parent and sub teams in the Employee Contact Tracing Report.
Include Sub Locations	Indicates whether you want to include sub locations in the Forecast Summary Report.
Include Sub Teams	Select this check box to include the sub teams for the teams that you selected to show in the report.
Job	Select the jobs to include in the report. These are activities, not Job Scheduler jobs.
Job ID	Select the jobs to include in the Job Scheduler Report. These are Job Scheduler jobs, not activities. Click All to include all jobs in the report.
Location	Specify the location or locations to include in the report.
Offer Name	Select the OTE offer names to include in the OTE Offered and Worked Report.
Only Working Hours	For the Net Staffing By Hours Report, indicate whether you only want to include working hours.
Operation	You can choose from Add, Copy, Delete, and Update. Report Update History Report
Order By	Select the property that will be used to sort the report results, such as User or Date/Time. The options that are displayed in the drop-down list depend on the report.
Order By Job Direction	For a Home Team Schedule Period Report, specify if you want to sort by job in ascending or descending order.
Override Status	Select the override status to include in the Schedule Audit Report or the Override by Employee Report, such as CANCELLED or PENDING.
Override Type	Select the override type to include in the Schedule Audit Report or the Override by Employee Report.
OTE Group	Select the Overtime Equalization (OTE) group to include in the OTE Offered and Worked Report.
Pay Group	Select the pay groups to include in the report.
Period	Select the time period for the report. For an Enterprise Productivity Report you can select Week to Date, Month to Date, or Year to Date. For a Home Team Schedule Period Report you can select 1 Week, 2 Weeks, 3 Weeks, or 4 Weeks.
Productive Hours Only	Select this check box to only include productive hours in the Schedule Effectiveness Report. Some typical examples of non-productive time codes are UAT and MEAL. This option is enabled by default.
Project	Select the projects to include in the report.
Report Format	Select the output format of the report, such as HTML or PDF.
Report Name	Execution History by User, Report Usage History Report
Response	Select the overtime offer responses of employees to include in the OTE Offered and Worked Report, such as All, Accepted, Refuse, or Not Available.
Schedule Date	Select the schedule date for the Schedule Effectiveness Summary 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.
Schedule Date Offset	Specify a negative or positive offset to the start date when scheduling the Schedule Effectiveness Summary 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.
Schedule Report	Select this check box when scheduling the Schedule Effectiveness Summary Report. The check box does not apply when running the report on demand.
Second Group By	Select the second category by which to group the report results. This is used with the Group By parameter.
Shift Pattern	Select the shift patterns to include in the Employee Information Report, the Employee Seniority Report, or the Shift Pattern Detail Report.
Shifts Not Associated to Day Part	For the Daily Staffing Report or the Daily Staffing Summary Report, indicate whether to include or exclude shifts not associated with the day part specified in the Day Part parameter.
Show Parameters	Select Yes or No to indicate whether you want to show the selection parameters in the report output.
Sort	Select the sort order for the Schedule Compliance Violations report. You can sort the report by date, by rule (instance), or by violation type.
Start Date	Select the start date of the date range to show in the report.
Start Date Offset	Schedule Effectiveness Summary Report 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.
State	Specify the approval states to include in the Employee Time Approval State Report, such as PENDING or REJECTED.
Status	Select the status of the user logins to include in the User Session Report, such as Success or Failed. By default, both statuses are included.
Store	Specify the stores to include in the report.
Table Changed	Specify the database tables to include in the Audit Tracking Report.
Team	Select the teams to include in the report.
Time Code	Select the time codes to include in the Daily Project Activity Report or the Docket Report.
Transaction ID	Select the transaction ID to include in the Export Log report or the Import Log report.
Transaction Type	Select the type of export transaction to show in the Export Log report and the Import Log report, such as Clock Import.
Unit	Specify the unit to show in the View Assignment Report or the Weekly Utilization Report.
Unit Hall	Specify the unit hall to show in the View Assignment Report.
Unit Type	Specify the unit type to show in the View Assignment Report.
User	Select the users for the User Session Report, Override by Employee Report, Execution History by User report, Execution History Detailed Report, or Report Update History Report.
User ID	Specify the user ID for the Audit Tracking Report.
Violation Type	For the Schedule Compliance Violations Report, select the violations to view. You can display all violations, only warnings, or only errors.
Volume Type	Optionally, select the volume types to include in the report. Volume types are user-defined parameters that drive the staffing requirements of a location, such as sales revenue, number of items sold, or number of transactions processed, in a specified time period. Productivity Summary Report, Productivity Variance Report
Volume Type 1	For the Enterprise Productivity Report, select the first volume type. This parameter is only used when Conversion is selected for the Category parameter.
Volume Type 2	For the Enterprise Productivity Report, select the second volume type. This parameter is only used when Conversion is selected for the Category parameter.
Work Date	Select the date of the records to view in the Daily Time and Attendance Report.
Work Detail Column 1	Select the first work detail to use for the Attendance Management Report. You can select Department, Docket, Hour Type, Job, Project, or Time Code.
Work Detail Column 2	Select the second work detail to use for the Attendance Management Report. You can select Department, Docket, Hour Type, Job, Project, or Time Code.

Approved

Select the violations that are shown in the Schedule Compliance Violations report based on their approval status. Select Approved, Unapproved, or All Records.

Approved By

Select the violations that are shown in the Schedule Compliance Violations report based on the users who approved them.

Authorization

Select records to view based on their authorization status, such as Authorized or Unauthorized.

Balance Type

Select the balance type to view in the Balance Detail Report or the Balance Summary Report, such as Sick, Personal Days, or Vacation).

Budget Method

Select the budget method to use for a Cost Summary Report. You can select one of these methods:

None: No budget type is used.
FTE: The budget is derived using the number of full-time equivalents (FTEs) that may be applied.
Payroll as a % of Revenue: The budget (in dollars) is derived from a percentage of the forecast revenue.
Payroll Cost per Volume Unit: The budget is derived from a fixed cost per unit.
Total Hours: The budget (in hours) is derived from the forecast.

Budget Method Parameter

For the Cost Summary Report, specify the value of the budget type parameter.

Calculation Group

Select the calculation groups to include in the report.

Category

For the Enterprise Productivity Report, select the aspect of enterprise productivity that you want to report on.

Sales: Shows the budget, forecast, and actual sales.
Payroll Hours: Shows the budget, forecast, and actual hours.
Payroll Dollars: Shows the budget, forecast and actual payroll dollars.
Business: Shows LY and TY sales, average hourly rate (AHR), payroll percent, sales per hour (SPH), and sales per payroll $.
Conversion: Shows the relationship between the two volume types that are selected in the Volume Type 1 and Volume Type 2 parameters. For example, you could use this option to show cart size (items per transaction) or traffic conversion (traffic per transaction).

Compare With

Select the time period to compare in the Business Performance Report or the Overtime Trend Report, such as Previous-Period or Same-Period-Last-Year.

Date

For the View Assignment Report, specify the date to view.

Date Selection

Select the period of time for the report.

Day Part

Specify the day parts to include in the report, such as morning or afternoon.

Department

Select the departments to include in the report.

Direction

Select the direction in which to sort the records in the report. You can select Ascending or Descending.

Docket

Select the dockets to include in the Daily Project Activity and the Docket Report.

Domain

Select the domains to include in the User Session Report. You can select one of these options:

WORKBRAIN_SYSTEM: Users who have logged into the system from the desktop application.
MOBILITY: Users who have logged into the system from the mobility application

Employee ID

Select the employee IDs to include in the report.

Employee Status

Select the employee status to include in the report, such as Active or Inactive.

End Date

Select the end date of the date range to show in the report.

FTE Hours/Week

For a Cost Summary Report, specify the number of hours of work per week that is equivalent to a FTE of 1.0.

Group By

Select how to group the report results, such as User, Date, IP Address, Shift Pattern, or Team. The Group By options that are displayed from the drop-down list are specific to the report.

Highlight Coverage Less Than %

For the Schedule Effectiveness Summary Report, 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 .

See Coverage and efficiency calculations.

Highlight Efficiency Less Than %

For the Schedule Effectiveness Summary Report, 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 .

See Coverage and efficiency calculations.

Include Parent and Sub Teams

Indicates whether you want to include parent and sub teams in the Employee Contact Tracing Report.

Include Sub Locations

Indicates whether you want to include sub locations in the Forecast Summary Report.

Include Sub Teams

Select this check box to include the sub teams for the teams that you selected to show in the report.

Job

Select the jobs to include in the report. These are activities, not Job Scheduler jobs.

Job ID

Select the jobs to include in the Job Scheduler Report. These are Job Scheduler jobs, not activities. Click All to include all jobs in the report.

Location

Specify the location or locations to include in the report.

Offer Name

Select the OTE offer names to include in the OTE Offered and Worked Report.

Only Working Hours

For the Net Staffing By Hours Report, indicate whether you only want to include working hours.

Operation

You can choose from Add, Copy, Delete, and Update. Report Update History Report

Order By

Select the property that will be used to sort the report results, such as User or Date/Time. The options that are displayed in the drop-down list depend on the report.

Order By Job Direction

For a Home Team Schedule Period Report, specify if you want to sort by job in ascending or descending order.

Override Status

Select the override status to include in the Schedule Audit Report or the Override by Employee Report, such as CANCELLED or PENDING.

Override Type

Select the override type to include in the Schedule Audit Report or the Override by Employee Report.

OTE Group

Select the Overtime Equalization (OTE) group to include in the OTE Offered and Worked Report.

Pay Group

Select the pay groups to include in the report.

Period

Select the time period for the report.

For an Enterprise Productivity Report you can select Week to Date, Month to Date, or Year to Date.

For a Home Team Schedule Period Report you can select 1 Week, 2 Weeks, 3 Weeks, or 4 Weeks.

Productive Hours Only

Select this check box to only include productive hours in the Schedule Effectiveness Report. Some typical examples of non-productive time codes are UAT and MEAL. This option is enabled by default.

Project

Select the projects to include in the report.

Report Format

Select the output format of the report, such as HTML or PDF.

Report Name

Execution History by User, Report Usage History Report

Response

Select the overtime offer responses of employees to include in the OTE Offered and Worked Report, such as All, Accepted, Refuse, or Not Available.

Schedule Date

Select the schedule date for the Schedule Effectiveness Summary 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.

Schedule Date Offset

Specify a negative or positive offset to the start date when scheduling the Schedule Effectiveness Summary 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.

Schedule Report

Select this check box when scheduling the Schedule Effectiveness Summary Report. The check box does not apply when running the report on demand.

Second Group By

Select the second category by which to group the report results. This is used with the Group By parameter.

Shift Pattern

Select the shift patterns to include in the Employee Information Report, the Employee Seniority Report, or the Shift Pattern Detail Report.

Shifts Not Associated to Day Part

For the Daily Staffing Report or the Daily Staffing Summary Report, indicate whether to include or exclude shifts not associated with the day part specified in the Day Part parameter.

Show Parameters

Select Yes or No to indicate whether you want to show the selection parameters in the report output.

Sort

Select the sort order for the Schedule Compliance Violations report. You can sort the report by date, by rule (instance), or by violation type.

Start Date

Select the start date of the date range to show in the report.

Start Date Offset

Schedule Effectiveness Summary Report Specify a negative or positive offset to the start date when scheduling the report. The offset is ignored when the 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.

State

Specify the approval states to include in the Employee Time Approval State Report, such as PENDING or REJECTED.

Status

Select the status of the user logins to include in the User Session Report, such as Success or Failed. By default, both statuses are included.

Store

Specify the stores to include in the report.

Table Changed

Specify the database tables to include in the Audit Tracking Report.

Team

Select the teams to include in the report.

Time Code

Select the time codes to include in the Daily Project Activity Report or the Docket Report.

Transaction ID

Select the transaction ID to include in the Export Log report or the Import Log report.

Transaction Type

Select the type of export transaction to show in the Export Log report and the Import Log report, such as Clock Import.

Unit

Specify the unit to show in the View Assignment Report or the Weekly Utilization Report.

Unit Hall

Specify the unit hall to show in the View Assignment Report.

Unit Type

Specify the unit type to show in the View Assignment Report.

User

Select the users for the User Session Report, Override by Employee Report, Execution History by User report, Execution History Detailed Report, or Report Update History Report.

User ID

Specify the user ID for the Audit Tracking Report.

Violation Type

For the Schedule Compliance Violations Report, select the violations to view. You can display all violations, only warnings, or only errors.

Volume Type

Optionally, select the volume types to include in the report. Volume types are user-defined parameters that drive the staffing requirements of a location, such as sales revenue, number of items sold, or number of transactions processed, in a specified time period. Productivity Summary Report, Productivity Variance Report

Volume Type 1

For the Enterprise Productivity Report, select the first volume type. This parameter is only used when Conversion is selected for the Category parameter.

Volume Type 2

For the Enterprise Productivity Report, select the second volume type. This parameter is only used when Conversion is selected for the Category parameter.

Work Date

Select the date of the records to view in the Daily Time and Attendance Report.

Work Detail Column 1

Select the first work detail to use for the Attendance Management Report. You can select Department, Docket, Hour Type, Job, Project, or Time Code.

Work Detail Column 2

Select the second work detail to use for the Attendance Management Report. You can select Department, Docket, Hour Type, Job, Project, or Time Code.