Overview
Use the TeamTime vs. Scheduling Update Analysis Report to review TeamTime information available for updating to Personnel Scheduling.
Note: Jobs that use Enhanced Reconciliation do not appear in this report.
You can filter, group, and print by Tiers, allowing for total customization of the report. To make filtering easier, for any Tier, you can include All, Pick/Create or Exclude parameters. Using Tier Templates to set up and save report templates makes it easy to generate a specific report each time you need it, without having to recreate the criteria. See Using Tier Templates for more information.
Key Functionality
Report Description
Type a description to name the report. This description prints above the Report Title.
Default Company Name for Report (for clients using multi-company feature)
The Default Company Name for Report is populated from the Company Setup screen. The list contains all companies for which you have security permissions to view. If you have permission for only one company, that will be the only one displayed in the list. If you have permissions to multiple companies, the list will display those companies PLUS the default reporting company.
When discernible, WinTeam will print the appropriate company name and logo on each page; otherwise the Default Company Name will print. That is, if a Company level is included in the tiered section and is displayed in the tiered information at the bottom of the page, then that company's Report Name and Logo (if selected) prints on that page.
If there is not a Company identified in the tier area of the page, then the Default Company Name for Reports is used. The default Company Name and Logo is also used for the Total Enterprise report. For more information see Learning about WinTeam Reports.
Date Range
Use the Date Range field to select the dates to include on the report.
Group By
Use the Group By option to select to group by Date or Employee.
Match Settings
This option group is available when the selected Display Option is either Verify Matches or Resolve Mismatches.
Select to update using the Valid Match Criteria from the Settings for Automatic update of TeamTime to Personnel Scheduling (TT: Defaults (PS Overwrite Settings tab) OR
Select to update using the Valid Match Criteria from the Settings for Manual update of TeamTime to Personnel Scheduling (TT: Defaults (PS Overwrite Settings tab).
Match Criteria
This option group is available when the selected Display Option is either Verify Matches or Resolve Mismatches.
Select Both In and Out times to verify that both in and out times are within settings for a match.
Select Only In time to verify that only the in times must be within settings for a match.
Select Only Out time to verify that only out times must be within settings for a match.
Use the Display Options option group to select the analysis you would like to view.
Use the Employees category to select the Employees to include on the report.
Select All to include all Employees on the report.
Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.
Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.
Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.
Tier Template
Use the Tier Template to define and save customized settings for a report. To use an existing template, select the template from the list and click Load.
To create a new template, you can load an existing template, make the necessary modifications, click Save, and define a new template name in the Save As dialog box. Alternatively, you can start with a blank template by clicking the Clear button.
To modify an existing template, load the template, make the necessary modifications, and then click Save. The name of the existing template display in the Save As dialog box. Click OK.
For more information see Using Tier Templates and Using Tier Parameters.
Include Enterprise Totals
The Include Enterprise Totals check box is available to users who have more than one company.
Select the Include Enterprise Totals check box to include enterprise totals on the report. This check box is selected by default.
If this is not selected, the report includes only the tiered reports that are marked for printing.
Include Logo on Report
Select this check box to print the company logo on the report. It is selected or cleared by default based on the option selected in SYS:Defaults. However, you can modify the setting on each report.
Include Report Criteria
Select this check box to include a list of the report options selected for the report. The Report Criteria page includes any ranges specified and each Category/Record selection made for the report. This check box is cleared selected by default.
Preview/Print/Export
Preview
Click the Preview button (or use the shortcut key, ALT + V) to view the report before printing.
Click the Print button (or press ALT + P) to send the report to your default printer.
Export
Click the Export button (or press ALT + X) to export the report to a specified format. Reports may be exported to Adobe Acrobat (PDF), Excel, Comma-Separated Values (CSV), Grid View and E-mail (available for premise-based clients only).
Security
The PS Report TeamTime to Scheduling Update Analysis screen has its own Security Group, PS Report TeamTime to Scheduling Update Analysis.
The PS Report TeamTime to Scheduling Update Analysis screen is part of the PS Reports ALL Security Group.
Tip: For more information see Security Groups Overview and Security Groups By Module.