Jump to: navigation, search

Activity Weekly Schedule Report

To create an Activity Weekly Schedule Report:

  1. On the Reports tab, select Schedule Reports from the Views menu.
  2. Select Activity Weekly Schedule from the list in the Objects pane.
    The Reports Wizard's first screen, Header, appears.
  3. Optional: To generate a header on the report, select Show Header and type your header text into the text box.
    Optional: To export the report to a file in the comma-separated values format, select the check box Create report with .csv friendly format (and then, after the report is created, select Actions > Save As and select Comma Separated as the report format). Do not use Workforce Management to print reports that you created in ".csv friendly format," because the result may be truncated. To print the file correctly, open it in a program that reads the .csv format, and then print it.
  4. Click Next.
  5. On the Scenario screen, select a schedule scenario or the Master Schedule. Then click Next.
    You will not see this screen if the report is created from the Report Scheduler, because the report data is retrieved from the Master Schedule.
  6. Fill in the Date Range screen.
    1. Select a Start and End Date for the report.
      You can select multiple weeks for the report output, but your selection must be full weeks.
    2. Select Show Required Staffing, if required.
    3. In the Data Type to Show screen, select the Start/End times, Total Paid Hours, or Shift or Schedule State Names option, as required.
    4. Click Next.
  7. Display staffing totals in Full Time Equivalent (FTE) or man-hours mode in this report by selecting the mode in the report wizard. Select the mode by checking or unchecking the Show staffing totals information in man hours instead of FTE option. The default value of this option will be the same as the settings in Changing the Staffing Display from FTE to Man Hours.
  8. On the Data screen, select the activity or activities for which to generate the report.
    You can expand business units to display their sites and activities.
  9. Click Finish.
    The report appears in the Report Viewer.

Understanding the Activity Weekly Schedule Report

Site [header] The site's name and time zone.
Activity [header] The activity that is covered by the report.
Date Period [header] The date range that you selected in the Reports Wizard.
Scheduled FTEs The number of agents (full-time equivalents) scheduled for the activity on the selected days.
Calculated FTEs The number of agents (full-time equivalents) in the calculated staffing for the activity.
Difference The difference between calculated and scheduled FTEs.
Required FTEs The number of agents (full-time equivalents) in the required staffing for the activity. This row and the next appear if you selected the Show Required Staffing check box.
Difference The difference between required and scheduled FTEs.
Agent The agent's name.
ID The agent's identification number.
Days Multiple columns display the agent’s start/end times (or paid hours, if Paid Hours check box was selected) for each weekday of the report period.
Weekly Work Hours–Paid The agent's paid work hours per week.
Weekly Work Hours–Eff. The agent's effective work hours per week.
Weekly Work Hours–NonEff. The agent's noneffective work hours per week (that is, hours during which the agent is paid but not working, such as during paid breaks and paid days off).
Total Hours The total number of paid-hours spent by all agents scheduled to work under the activity during the day. This row includes a total for each day, and a weekly total for each paid-hours category.
Total Paid Hours The team's paid work hours per week.
Total Effective Hours The team's effective work hours per week.
Total Non-Effective Hours The team's noneffective work hours per week.
Total Hours for each week day The team's paid work hours, for each day, per week.
Footnote Indicates that the agent worked on a different activity during the specified time.

Presentation

The information in the finished report is grouped under the following headings:
Enterprise
Business Unit
Site
Week date range
Team
Activity
Agent

Feedback

Comment on this article:

blog comments powered by Disqus
This page was last modified on October 14, 2016, at 12:35.