Summary

This report will print a list of tasks by employee providing the amounts and hours per employee for each task.

Step by Step

1     Open the Task by Employee window (PM> Reports> Task by Employee).

2     Configure the report.

• Enter a Task code to report on or click the field label 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).
• Enter an Employee Number to report on or click the field label to select one from a list.
• Enter a Department to report on or click the field label 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.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and 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.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).