PM> Reports> Task by Employee
Task by Employee Report
Summary
This report will print a list of tasks by employee providing the amounts and hours per employee for each task.
Related Links
Click here for information on Task Maintenance.
Step by Step
1 Open the Task by Employee window (PM> Reports> Task by Employee).
2 Configure the report.
- Enter a PM Task code to report on or click the field search button
to select one from a list.- Each task code represents a single PM module job. Tasks are created and maintained on the Task Maintenance window (PM> Maintenance> Task). Click here for information on Task Maintenance.
- Enter an Employee Number to report on or click the field search button to select one from a list.
- Enter a Department to report on or click the field search button to select one from a list.
- The employee selected in the Employee Number field must be a member of the Department selected. You will receive an error message if this is not the case.
- Select a Date Type from the drop-down menu.
- If you select Date, enter a date range in the Date From and Date To fields.
- If you select Fiscal, enter a period range in the Fiscal Period From and Fiscal Period To fields. You will also need to specify a Fiscal Year.
- Check the Include uncommitted history toggle to include this information in the report.
- The report will display the Employee Number, Employer Name, Task Group, Sub-Task, Hours, Dollars, Task Group Totals, and Report Totals.
3 Print the report.
- Once the required report settings have been specified, click the Print button
to print your report.
- Click the options arrow on the right side of the Print button to see other print options.
- Select PDF to print the report in the default Springbrook format.
- Select Excel to export the report data to an Excel spreadsheet as unformatted data.
- Select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
- Click the Schedule icon
next to the Print button in order to schedule the report to generate at a later date and time.- Enter a Date and Time to generate the report and click SUBMIT.