Differences

This shows you the differences between two versions of the page.

--- reports:performance_analysis_report [2021/05/10 12:02] – support
+++ reports:performance_analysis_report [2023/11/09 08:00] (current) – support
@@ Line 15: / Line 15: @@
   - Here you can select task groups what you want to exclude from the report. Note that the tak groups are different from the task categories. About the task groups you can learn [[ /website/task_groups | here]].
   - You can select the sections what the reports should or should not include. This includes the urls, titles, kpi achievements on user and group level.
-  - Choose the KPIs you want to see in the KPI achevements table. The default KPIs added to this is list are:
+  - Choose the KPIs you want to see in the KPI achevements table. You can choose to leave this list empty, this way the report will use the [[ /website/profiles | profile]] kpi's for each user. The default KPIs added to this is list are:
     - Registered work time
     - Expected work time
@@ Line 37: / Line 37: @@
   - You can choose one KPI to be highlighted, this KPI will be displayed on every possible tile. Note that you can choose any KPI not just those you select in the previous menu.
   - By checking this you will receive the xlsm in the attachment of the e-mail in scheduled report, not just the html view.
-  - By checking this you will get a more detailed version of the xlsm for deeper analysis.
+  - By checking this you will get a more detailed version of the xlsm for deeper analysis. The weekly and monthly options will be only accessible by checking this option
   - By checking this the usernames will be a hyperlink to the user's JobCTRL page.
   - You can filter the user's furthermore by selecting from the 3 options below:
@@ Line 49: / Line 49: @@
 The HTML view is the main view of the report and can have a lot of informations depending on the selected sections like the productivity/unproductive categories section with a highlighted KPI:
 {{reports:performance_analysis_report_html_view1.png}}
+At the bottom of the HTML view you can see the KPI achievements table:
+{{reports:performance_analysis_report_html_view2.png}}
+On the top row you can see the KPI's name, the profile weight with the limit and target value. If the value is below the limit value, the value becomes red, when it's  above the target value, it's becomes blue.
+You can see the values in daily breakdown and the total period on the bottom
+===== The XLS view =====
+In the xls file you can see a sheet with the selected KPIs and a switch with four possibilty:
+  * User - Day
+  * User - Week
+  * User - Month
+  * User - Total
+By clicking on anyone you can see the sheet with the data corresponding to the switch:
+{{reports:performance_analysis_report_xls_view1.png}}
 __You can save a customized report by making a favorite report for easy access or to get it on schedule for a specified group.__ The guidance for this is found in the [[/reports/favorite_report | favorite report page ]].