As an Administrator or Supporter who has been approved to have Administrative privileges, learn what reports you have access to and how to use each report.
Please see the detailed, downloadable guide listed at the bottom of the page.
How to Access the Reports
Click Reports in the navigation bar to the left of your dashboard
> Admin Reports: Providing data in list format for review purposes
> Summary Reports: Providing calculations/Sub-totals/totals meant for analysis purposes
> Custom Reports: On-the-fly data mining reports you can run & save
When to Use Each Report
> Admin Reports
- Time Study Report: List records with the status (hold or complete) by Facility, Department, Start Date, End Date, and Name (partial or full)
- System Activity: Search recent system activity under System Activity log by Facility, Department, Activity Date, and Type
- End User Listing: Search users by User Type (Reporter, Supporter, Admin), Facility, Department and User Status
- Records Pending Approval: Review and/or approve records pending approval displayed by Facility, Department, Fiscal Year, and Name
- Approved Records: Review records that are already approved by Facility, Department, Fiscal Year, and Name
- Missing Records: List records with the status of incomplete by Facility, Department, Start Date, and End Date
- Allocation Agreements: Search the Allocation Agreement by Facility, Department and Fiscal Year, and Name.
- Missing Allocation Agreements: Search the missing Allocation Agreement by Facility, Department, and Fiscal Year and Name
- Email Alert History: Search email alert history by Facility, Department, and Email Date
- Facility Profile: View your Facility's Profile/s
- Support User Support Listing: Access your Supporters, Department, and the Reporters they are supporting
> Summary Reports
- Finance: Display and calculate data by Activity Name, Total Hours Reported, Annualized Hours, Number of Total Hours, Part A Total, and Part B Total.
- Submission Rates: Display and calculate data by Time Studies Expected, Time Studies Missing, Time Studies Received, And Submission Rate.
- Submission by Department: Display and calculate Submission Rate by your Departments
- Department Summary: Display and Calculate Total Hours Reported by your Departments via Category & associated Activities
> Custom Reports
- Build your own Report: Use the Filter, Grouping, Ordering, and Fields options to generate your own report
Detailed Report Guide: