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.
  • 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.