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

Brian.Marshall.IX: Published

2022-03-22T15:30:30Z

Published

Mhachey: Published

2020-10-16T15:03:12Z

Published

Mhachey: Published

2020-09-14T00:33:50Z

Published

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

2020-07-25T02:36:24Z

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

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

2020-07-15T11:49:12Z

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

Bgrenon: Published

2020-06-08T15:29:35Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Schedule Reports
|TocName=Schedule Reports
|Context=View and generate a variety of WFM Schedule reports.
|ComingSoon=No
|Platform=PureEngage
|Section={{Section
|sectionHeading=List of reports
|anchor=SchRprtsList
|alignment=Vertical
|structuredtext=Schedule reports display detailed schedule settings, in tabular and/or graph formats. (For a complete list of all WFM reports, see the {{Link-SomewhereInThisManual|topic=RptsLst|anchor=top|display text=Reports List}}.) The Schedule reports are:

*{{Link-SomewhereInThisManual|topic=SchStsRprt|anchor=top|display text=Schedule States Report}}
*{{Link-SomewhereInThisManual|topic=SchStsTtlsRprt|anchor=top|display text=Schedule State Totals Report}}
*{{Link-SomewhereInThisManual|topic=IndvSchdRprt|anchor=top|display text=Individual Schedule Report}}
*{{Link-SomewhereInThisManual|topic=TmSchdRprt|anchor=top|display text=Team Schedule Report}}
*{{Link-SomewhereInThisManual|topic=WklySchdRprt|anchor=top|display text=Weekly Schedule Report}}
*{{Link-SomewhereInThisManual|topic=ActWklySchdRprt|anchor=top|display text=Activity Weekly Schedule Report}}
*{{Link-SomewhereInThisManual|topic=TmWklySchdRprt|anchor=top|display text=Team Weekly Schedule Report}}
*{{Link-SomewhereInThisManual|topic=WklySchdCvrgRprt|anchor=top|display text=Weekly Schedule Coverage Report}}
*{{Link-SomewhereInThisManual|topic=SchdBdgtRprt|anchor=top|display text=Scheduled Budget Report}}
*{{Link-SomewhereInThisManual|topic=AgntCmmtsRprt|anchor=top|display text=Agent Comments Report}}
*{{Link-SomewhereInThisManual|topic=SchdVldnRprt|anchor=top|display text=Schedule Validation Report}}
*{{Link-SomewhereInThisManual|topic=SchdTrdRprt|anchor=top|display text=Schedule Trade Report}}
*{{Link-SomewhereInThisManual|topic=SchdSmryRprt|anchor=top|display text=Schedule Summary Report}}
*{{Link-SomewhereInThisManual|topic=SchMrkTmRprt|anchor=top|display text=Schedule Marked Time Report}}
*{{Link-SomewhereInThisManual|topic=SchMrkTmTtlRprt|anchor=top|display text=Schedule Marked Time Totals Report}}
*{{Link-SomewhereInThisManual|topic=SchdBddgRprt|anchor=top|display text=Schedule Bidding Report}}

To create a report, click that report's link (above) and follow the steps.
|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
}}{{Section
|sectionHeading=Creating reports
|anchor=CreatingaReport
|alignment=Vertical
|structuredtext=To create a report:

#In the Modules tree, click '''Reports''' (to expand the report categories); then click a category.
#;A list of the selected category's reports appears in the working pane and in the Objects tree.
#From either list, select the report that you want:
#*Click a report's name in the working pane.
#*Or click the report's name in the Objects tree.
#;After you select a report, the Reports Wizard's first page ('''Header Page''') appears.
#To print a header on the report, select '''Show Header''' and type your header text into the text box.
#Click '''Next'''.
#Select the objects, dates, or other options that you want to include in the report.
#;The number of screens that follow the first one depends on the report you are creating.
#*Click '''Next''' after making your selections on each intermediate screen.
#*Make your selections on the final screen (which has a Finish button).
#Click '''Finish'''.
#;A Progress message box appears. You can click '''Cancel''' to interrupt the report's generation.

When the report has been generated, the {{Link-SomewhereInThisManual|topic=ReportingMdl|anchor=RptVwrFts|display text=Report Viewer}} appears to display it. The report is also added to the Objects tree so that you can {{Link-SomewhereInThisManual|topic=ReportingMdl|anchor=RvwgRpts|display text=review}} it later.

{{NoteFormat|For detailed explanations of what is displayed in each report, click the name of the report in the {{Link-SomewhereInThisManual|topic=SchRprts|anchor=SchRprtsList|display text=bullet list}} above.|2}}
|Status=No
}}
}}

@@ Line 36: / Line 36: @@
 |alignment=Vertical
 |structuredtext=There are some restrictions when working with reports.
+{{AnchorDiv|security_restrictions}}
 ===Security restrictions===
 You can view and print reports only for those sites for which you have security access.
+{{AnchorDiv|date_restrictions}}
 ===Date restrictions===
 For reports whose wizard includes a '''Date Range''' screen:

@@ Line 13: / Line 13: @@
 *{{Link-SomewhereInThisManual|topic=SchStsRprt|anchor=top|display text=Schedule States Report}}
-*{{Link-SomewhereInThisManual|topic=SchStsTtlsRprt|anchor=top|display text=Schedule State Totals Report}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchStsRprt|anchor=SchStsTtlsRprt|display text=Schedule State Totals Report}}
 *{{Link-SomewhereInThisManual|topic=IndvSchdRprt|anchor=top|display text=Individual Schedule Report}}
-*{{Link-SomewhereInThisManual|topic=TmSchdRprt|anchor=top|display text=Team Schedule Report}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=IndvSchdRprt|anchor=TmSchdRprt|display text=Team Schedule Report}}
 *{{Link-SomewhereInThisManual|topic=WklySchdRprt|anchor=top|display text=Weekly Schedule Report}}
-*{{Link-SomewhereInThisManual|topic=ActWklySchdRprt|anchor=top|display text=Activity Weekly Schedule Report}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=WklySchdRprt|anchor=ActWklySchdRprt|display text=Activity Weekly Schedule Report}}
-*{{Link-SomewhereInThisManual|topic=TmWklySchdRprt|anchor=top|display text=Team Weekly Schedule Report}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=WklySchdRprt|anchor=TmWklySchdRprt|display text=Team Weekly Schedule Report}}
-*{{Link-SomewhereInThisManual|topic=WklySchdCvrgRprt|anchor=top|display text=Weekly Schedule Coverage Report}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=WklySchdRprt|anchor=WklySchdCvrgRprt|display text=Weekly Schedule Coverage Report}}
 *{{Link-SomewhereInThisManual|topic=SchdBdgtRprt|anchor=top|display text=Scheduled Budget Report}}
-*{{Link-SomewhereInThisManual|topic=AgntCmmtsRprt|anchor=top|display text=Agent Comments Report}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdBdgtRprt|anchor=AgntCmmtsRprt|display text=Agent Comments Report}}
 *{{Link-SomewhereInThisManual|topic=SchdVldnRprt|anchor=top|display text=Schedule Validation Report}}
 *{{Link-SomewhereInThisManual|topic=SchdTrdRprt|anchor=top|display text=Schedule Trade Report}}
-*{{Link-SomewhereInThisManual|topic=SchdSmryRprt|anchor=top|display text=Schedule Summary Report}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdVldnRprt|anchor=SchdSmryRprt|display text=Schedule Summary Report}}
 *{{Link-SomewhereInThisManual|topic=SchMrkTmRprt|anchor=top|display text=Schedule Marked Time Report}}
-*{{Link-SomewhereInThisManual|topic=SchMrkTmTtlRprt|anchor=top|display text=Schedule Marked Time Totals Report}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchMrkTmRprt|anchor=SchMrkTmTtlRprt|display text=Schedule Marked Time Totals Report}}
-*{{Link-SomewhereInThisManual|topic=SchdBddgRprt|anchor=top|display text=Schedule Bidding Report}}
+*{{Link-SomewhereInThisVersion|manual=Supervisor|topic=SchdTrdRprt|anchor=SchdBddgRprt|display text=Schedule Bidding Report}}
 To create a report, click that report's link (above) and follow the steps.

@@ Line 32: / Line 32: @@
 |Status=No
 }}{{Section
-|sectionHeading=Security restrictions
+|sectionHeading=Restrictions
-|anchor=ReportSecurityRestrictions
+|anchor=Rstrctns
 |alignment=Vertical
-|structuredtext=You can view and print reports only for those sites for which you have security access.
+|structuredtext=There are some restrictions when working with reports.
-|Status=No
-}}{{Section
+===Security restrictions===
-|sectionHeading=Date restrictions
+You can view and print reports only for those sites for which you have security access.
-|anchor=DateRestrictions
-|alignment=Vertical
+===Date restrictions===
-|structuredtext=For reports whose wizard includes a '''Date Range''' screen:
+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).

@@ Line 5: / Line 5: @@
 |Context=View and generate a variety of WFM Schedule reports.
 |ComingSoon=No
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |Section={{Section
 |sectionHeading=List of reports

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

Brian.Marshall.IX: 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"