Summary

Within the Analytics module, you will have the option to select 'Resource Working/Non-Working Time'. This will allow you to report on time events applied to the Resource, Team and Calendar levels in order to report on time for your mobile workforce.

The reporting will start by using the Resource record, it will link to the Calendar assigned to the Resource and the Team name. Working/ Non-Working time will be retrieved from all 3 levels but it will all appear under the resource name so you will need to have resources to use this reporting module.

Guide

Selecting Data

• Start a new analysis and select Resource Working/Non-Working Time as the data source

The data specific to working time is defined as follows:

• Level - There will be three options, Resource, Team or Calendar. All three areas have the option to apply working or non-working time. The reporting will be based at a resource level but it will display the working/non-working time against the team and calendar assigned to the resource.
• Allocated Time Category - This will be Working, Non-Working or Downtime. Allocated Time Types will require a type when they are created, Working will allow appointments to be booked within the event but non-working or downtime will stop all appointments from being scheduled.
• Allocated Time Type - This will display the name of the time event eg Sickness, Holiday, Overtime

Examples

All Working/Non-Working Time Allocated to a Team for the Next Month

• Create filters for the following:
  • Team - [Insert team name]
  • Start Date - Use the Sliding Date options to narrow down results to between Next Month Start and Next Month End
  • Inactive Resource - Filter out inactive resources by using the filter Resource Active = True
• Add the "Resource" column as a Grouping Column to group all working time by resource
• Add "Start Date" as a Sorting Column to sort by start date

All Working/Non-Working Time Allocated to a Resource This Month

• Create filters for the following:
  • Resource - [Insert resource name]
  • Start Date - Use the Sliding Date options to narrow down results to between This Month Start and This Month End
  • Inactive Resource - Filter out inactive resources by using the filter Resource Active = True

• You can group by resource name if you are looking at multiple resources. Left click on the column name and use the Group option

• Another option would be to group by level so you can see what has been applied at the Calendar, Team and Resource separately

• An order by can be set by left clicking on the column name.

Display Overtime Records for a Team in the Future or Last Month

• Create filters for the following:
  • Team - [Insert team name]
  • Allocated Time Type - Overtime
  • End Date - Use the Sliding Date options to set the end date as greater than Today
  • Inactive Resource - Filter out inactive resources by using the filter Resource Active = True

• If you are reviewing payroll to pay employees for last month's overtime change, the End Date filter to less than Last Month End