reports:performance_summary_report
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| reports:performance_summary_report [2021/02/26 13:46] – support | reports:performance_summary_report [2021/03/17 08:16] (current) – support | ||
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| ====== Performance Summary Report ====== | ====== Performance Summary Report ====== | ||
| - | ^Based on the selected KPIs the performance summary | + | ^Based on the selected KPIs the report measures the performance on corporate level. Due to easier comparison the report contains values from previous periods. This way you can easily evaluate if your employees performance increased or decreased. The overall, group and individual score calculations are based on the KPI's weight. ^ |
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| + | [[ https:// | ||
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| + | By clicking on the image you can download the report or from [[https:// | ||
| ===== Report Configuration ===== | ===== Report Configuration ===== | ||
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| {{perf_sum_report_settings.png}} | {{perf_sum_report_settings.png}} | ||
| - | - If you have task groups for special purpose what you don't want to see in the report, you can exclude them by starting enter their name or select from the dropdown menu when click on the field. | + | - If you have [[/ |
| - Select this if you want to get the xlsm file in e-mail. In general you only get the HTML view. | - Select this if you want to get the xlsm file in e-mail. In general you only get the HTML view. | ||
| - You can make hierarchy between users and groups, starting from the company level. If you need hierarchy specific information, | - You can make hierarchy between users and groups, starting from the company level. If you need hierarchy specific information, | ||
| - | - Here you can set the details of the report' | + | - Here you can set the details of the report' |
| - The total performance indicator measures the norm of the selected people from the whole period. | - The total performance indicator measures the norm of the selected people from the whole period. | ||
| - The total performance in weekly breakdown. | - The total performance in weekly breakdown. | ||
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| - The spreadsheet shows only the worst 3 underperformer. | - The spreadsheet shows only the worst 3 underperformer. | ||
| - The spreadsheet shows all user in a group breakdown. | - The spreadsheet shows all user in a group breakdown. | ||
| - | * The sheet in option **g.** or **h.** provides information about the selected KPI weights, the limits what someone shouldn' | + | * The sheet in option **g.** or **h.** provides information about the selected |
| - | - You can select any KPI from the available list by start typing the name of the KPI or select them from the dropdown menu by clicking on the icon at the end of the field. If you don't select any, the followings will be presented in the report: | + | - You can select any [[ / |
| * Inactive desktop time (Σ%) | * Inactive desktop time (Σ%) | ||
| * Active desktop time (Σ%) | * Active desktop time (Σ%) | ||
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| * Productive time (Σ%) | * Productive time (Σ%) | ||
| * Work time balance (Δ%) | * Work time balance (Δ%) | ||
| - | - The explanation of the KPIs calculation is also included in the xlsm and readable when you select a KPI on the index examination sheet. | + | - The explanation of the [[ / |
| - You can exclude weeks from the report what wasn't whole in the selected period (For example a monthly report' | - You can exclude weeks from the report what wasn't whole in the selected period (For example a monthly report' | ||
| + | - If unchecked, the calculation of the total performance is based on the current period (the previous periods is lighter green on the html view). If checked the last periods is taken into consideration too (every period is the same green like in the example). | ||
| + | - Inactive time or idle period is part of the worktime without desktop activity (mouse or keyboard stroke). Here you can define the length of idle period after which the worktime falls into the inactive worktime category. By default after 5 minutes idle time worktime registration is automatically suspended and users are switched to inactive status (the desktop icon turns red from green). | ||
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| + | ===== The XLSM wiew ===== | ||
| + | ----- | ||
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| + | While the html view is only preconfigurable, | ||
| + | {{perf_sum_report_example_xlsm.png| XLSM Example}} | ||
| + | - The description of the currently selected [[ / | ||
| + | - Here you can select the hierarchy level, where user is the deepest and group2 is the bigger from the two layer what you select at the report setting' | ||
| + | - The XLSM gives you possibility to select daily and monthly aggregation on top of the HTML view's weekly and overall breakdown | ||
| + | - You can select and view the [[ / | ||
| + | - The calculation mode of the selected [[ / | ||
| + | * If you selected the report setting' | ||
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| + | __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/performance_summary_report.1614347194.txt.gz · Last modified: 2021/02/26 13:46 by support