PEC-WFM/Current/Supervisor/ForecastRprts - Revision history

Mhachey: Published

2020-10-14T20:53:26Z

Published

Mhachey: Published

2020-10-09T13:22:52Z

Published

Mhachey: Published

2020-10-09T13:21:12Z

Published

Mhachey: Published

2020-09-13T18:54:51Z

Published

Mhachey: Published

2020-09-13T18:54:03Z

Published

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WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:39:29Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:49:20Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

2020-06-08T15:29:53Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Forecast Reports
|TocName=Forecast Reports
|Context=Use these reports to display the anticipated activity and staff requirements data in tabular or graph format.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|alignment=Vertical
|structuredtext=The Forecast reports are:

*{{Link-SomewhereInThisManual|topic=FrcstRprt|anchor=top|display text=Forecast Report}}.
*{{Link-SomewhereInThisManual|topic=FrcstGrphRprt|anchor=top|display text=Forecast Graphs Report}}.

To create a report, click that report's link (above) and follow the steps.

For a complete list of all WFM reports, see the {{Link-SomewhereInThisManual|topic=RptsLst|anchor=top|display text=Reports List}}.
|Status=No
}}{{Section
|sectionHeading=Security restrictions
|anchor=ReportSecurityRestrictions
|alignment=Vertical
|structuredtext=You can view and print reports only for those sites for which you have security access.
|Status=No
}}{{Section
|sectionHeading=Date restrictions
|anchor=DateRestrictions
|alignment=Vertical
|structuredtext=For reports whose wizard includes a '''Date Range''' screen:

*If you select weekly or monthly granularity, the '''Start Date''' and '''End Date''' selectors may be constrained to particular days (to the week's start and end days, or to the selected month's first and last days).
*If you enter dates that do not match these constraints and click '''Next''', an error message alerts you to change your selection.
*If you select intra-day granularity, the '''End Date''' selector is disabled.
|Status=No
}}
}}

@@ Line 37: / Line 37: @@
 |anchor=FrcstRprt
 |alignment=Vertical
-|structuredtext====Configuring the report===
+|structuredtext=To configure the report:
 #On the '''Reports''' tab, select '''Forecast Reports''' from the Views menu.
@@ Line 105: / Line 105: @@
 |anchor=FrcstGrphRprt
 |alignment=Vertical
-|structuredtext====Configuring the report===
+|structuredtext=To configure the report:
 #Complete steps 1 to 6 in {{Link-SomewhereInThisVersion|manual=Supervisor|topic=ForecastRprts|anchor=Common|display text=Configuring the Forecast Report}}, selecting '''Forecast Graphs Report''' in the Objects pane.

@@ Line 112: / Line 112: @@
 ##Select '''Activity''' or '''Multi-site Activity''' from the drop-down list.
 ##Click '''Next'''.
-#If you want to display staffing totals in Full Time Equivalent (FTE) or man-hours mode in this report,  by select the mode by checking or unchecking '''Show staffing totals information in man hours instead of FTE'''. The default value of this option will be the same as the settings in {{Link-SomewhereInThisManual|topic=GVOStffg|anchor=Changing_the_Staffing_Totals_Display_from_FTE_to_Man_Hours|display text=Changing the Staffing Display from FTE to Man Hours}}.
+#If you want to display staffing totals in Full Time Equivalent (FTE) or man-hours mode in this report,  by select the mode by checking or unchecking '''Show staffing totals information in man hours instead of FTE'''. The default value of this option will be the same as the settings in {{Link-SomewhereInThisVersion|manual=Supervisor|topic=GrphVwOptns|anchor=ChgStfgTtlsFTE|display text=Changing the staffing display from FTE to man hours}}.
 #On the '''Data''' screen, select forecast targets.
 #;The tree's contents depend on your choice of target. You can expand business units to display their sites or multi-site activities. You can expand sites to display their activities. You can make multiple selections.

@@ Line 34: / Line 34: @@
 |Status=No
 }}{{Section
-|sectionHeading=Configuring the reports
+|sectionHeading=Forecast Report
-|anchor=Common
+|anchor=FrcstRprt
 |alignment=Vertical
-|structuredtext=====Configuring the Forecast Report====
+|structuredtext====Configuring the report===
 #On the '''Reports''' tab, select '''Forecast Reports''' from the Views menu.
-#From the list in the Objects pane, select the report you want to configure.
+#From the list in the Objects pane, select '''Forecast Report'''.
 #;The Reports Wizard's first screen, '''Header''', appears.
 #To print a header on the report, select '''Show Header''' and type your header text into the text box.
@@ Line 53: / Line 53: @@
 #In the '''Data''' screen, select forecast targets.
 #;This tree on this page displays activities, sites, multi-site activities, or business units (depending on your choice of target). If you selected a target other than business unit, the tree's business units expand to display their contents. You can make multiple selections.
-#If you want to display staffing totals in Full Time Equivalent (FTE) or man-hours mode in this report, select the mode by checking or unchecking '''Show staffing totals information in man hours instead of FTE'''. The default value of this option will be the same as the settings in {{Link-SomewhereInThisManual|topic=GVOStffg|anchor=Changing_the_Staffing_Totals_Display_from_FTE_to_Man_Hours|display text=Changing the Staffing Display from FTE to Man Hours}}.
+#If you want to display staffing totals in Full Time Equivalent (FTE) or man-hours mode in this report, select the mode by checking or unchecking '''Show staffing totals information in man hours instead of FTE'''. The default value of this option will be the same as the settings in {{Link-SomewhereInThisVersion|manual=Supervisor|topic=GrphVwOptns|anchor=ChgStfgTtlsFTE|display text=Changing the staffing display from FTE to man hours}}.
 #Click '''Next'''.
 #On the '''Forecast Data Types''' screen, select the data types you want to include.
@@ Line 59: / Line 59: @@
 #;The report appears in the {{Link-SomewhereInThisManual|topic=ReportingMdl|anchor=RptVwrFts|display text=Report Viewer}}.
-====Configuring the Forecast Graphs Report====
+Here's what's in the report:
 {{{!}}
 {{!}}'''Site Information or Business Unit Information or Enterprise [header]'''
@@ Line 124: / Line 105: @@
 |anchor=FrcstGrphRprt
 |alignment=Vertical
-|structuredtext=Here's what's in the report:
+|structuredtext====Configuring the report===
 {{{!}}
 {{!}}'''Site or Business Unit [header]'''

@@ Line 34: / Line 34: @@
 |Status=No
 }}{{Section
-|sectionHeading=Configuring the report
+|sectionHeading=Configuring the reports
 |anchor=Common
 |alignment=Vertical

@@ Line 5: / Line 5: @@
 |Context=Use these reports to display the anticipated activity and staff requirements data in tabular or graph format.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |alignment=Vertical

PEC-WFM/Current/Supervisor/ForecastRprts - Revision history

Mhachey: Published

Mhachey: Published

Mhachey: Published

Mhachey: Published

Mhachey: Published

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"