Common report configuration options

Report configurations determine the content and appearance of the report. Most report configurations contain Filter and Display sections. The Filter section specifies what information appears in the report, while the Display section defines how the information appears. Different reports require different configuration settings. The available fields and controls depend on which report you select.

The following tables describe common report configuration options found in report configuration screens:

For more information on configuration options that are unique to a group of reports, see Module-specific report configuration options.

Filter sections

Option Description Notes

Mode

Filter information by the following options:

  • Division/Department—Generates a report that displays divisions and departments.

  • Operating Codes—Generates a report based on operating codes, which are identifiers that link multiple departments or jobs.

  • Note: Appears only if you select Operating Codes as the Mode.

  • Schedule Group—Select the schedule groups to include in the report. For more information, see Scheduling tab of Employee Maintenance.

  • Saved Scheduler View—Runs the report based on a preconfigured Scheduler view. Select which view you want to use.

    Note: Appears only if you select Saved Scheduler View as the Mode.

The Saved Scheduler View options appears in:

  • Weekly Schedule

  • Weekly Schedule 168 Hours of Scheduling

Division

Select the division(s) to include in the report.

Appears only if Division/Department is selected as the Mode.

Department

Select the department(s) to include in the report.

Appears only if Division/Department is selected as the Mode.

Job

Select the job to include in the report.

Appears only if Division/Department is selected as the Mode.

Summarize by

Determine how data is summarized. The option you choose determines the level of detail shown. Options include:

  • Division

  • Department

  • Job

Appears only if Division/Department is selected as the Mode.

Group Report Output By

Group report information by the following:

  • Division

  • Department

  • Job

  • Employee

  • Employee By Department—With this option, users can group employees by department without grouping by job.

Market Segment

Displays the KBIs associated with a market segment. Choose from the following:

  • Market Groups—Identifies the market group (location) to be included in the report.

    Note: Only appears in KBIs reports in Labor and Budgeting.

  • Market Segment Type—Identifies specific groupings of guests. For example, group contract or transient guests are segment types.

    Note:Only appears in KBIs reports of Labor and Budgeting.

  • Market Segment—Select a specific market segment or all market segments that are associated with the Market Group and Segment Type.

    Note:Only appears in KBIs reports of Labor and Budgeting.

  • Show Segments—Displays line-by-line details. If you choose a market group and select this option, you will see details for the entire market segment.

    Note: This configuration option appears only in Budgeting reports.

You must first click the Market Segment radio button to use the drop-down lists.

Filter Selection By

Select which divisions, departments, jobs, or employees are displayed on the report.

The option you choose determines the level of detail shown. Selecting Division will display only a list of configured divisions; selecting Department will display all configured divisions and departments, etc.

Job Selection table

Tree menu and check boxes to select an organization and job levels to be included in the report.

Revenue Centers

Displays the KBIs associated with revenue centers. You designate the Revenue Center and Revenue Center Period.

  • Revenue Center—Select individual revenue centers. If you clear the Show Detail option, this report will also display the revenue and daily totals for the entire revenue center.

  • RC Period—Select which revenue center periods to display. For example, breakfast, lunch, and dinner would be periods for a room service department.

  • Show Periods—Displays line-by-line details. If you choose a revenue center and select this option, you will see details for the entire revenue center.

This configuration option only appears in Budgeting reports.

Display sections

Option Description Notes

Report Date

Determine the date for which you are running/generating the report.

Period End Date

Select the end date of the period that is included in the report. The printed report displays information for the entire period ending on the selected Period End Date.

Start Date

Designate the first day that data should be collected for the report.

Dates can be entered manually, selected using the forward/backward arrows, or selected using the calendar menu.

End Date

Designate the last day that data should be collected for the report.

Dates can be entered manually, selected using the forward/backward arrows, or selected using the calendar menu.

[Date << >> controls]

Use the forward/backwards arrows to select a date.

Week Ending

Select the end date for the workweek that is included in the printed report.

This configuration option appears in the Scheduling and Time & Attendance reports.

From Date

Determine the start date for which you want to run the report.

This configuration option appears in the Available But Not Scheduled report in Scheduling and most reports in Time & Attendance.

The From Date field is not visible if Summary is selected.

To Date

Determine the end date for which you want to run the report.

This configuration option appears in the Available But Not Scheduled report in Scheduling and most reports in Time & Attendance.

Sort By

 Sort information by the following:

  • Employee ID

  • Badge #

  • Employee Name

Group Report Output By

Group report information by Division or by Department.

Hours

Display units as Hours.

This configuration option appears in the following reports:

  • Labor Effectiveness

  • 30-60-90 Labor Productivity

  • Budget Labor Summary

FTEs

Display units as FTEs (Full Time Equivalents).

See Units displayed as FTEs, which is determined by dividing actual hours by 40. The resultant value tells you how many people worked in this job (or department or division) if each employee worked 40 hours. If the report period is greater than seven days, RMS will divide the number of days by seven to arrive at a standard week for use in calculating FTEs.

This configuration option appears in the following reports:

  • Labor Effectiveness

  • Budget Labor Summary

Select Earnings Category table

Table includes:

  • Select—Select the earnings categories to be included in the report.

  • Earnings Category—Displays the name of the earnings category.

    Note:Read-only.

  • Buttons:

    • Select All—Click to select all earnings categories.

    • De-Select All—Click to clear all selected earnings categories.

Show time in 24-hour format

Select the check box to display time in 24-hour format.

This configuration option appears in Labor and Scheduling reports.

Standard Set

Select a standard set to apply to the report.

This configuration option appears in Labor Forecasting and Planning reports.

KBIs selection table

Table includes:

  • Select—Select the KBI(s) you want to be included in the report.

  • KBIs—Displays the name of the KBIs.

    Note:Read-only.

  • Buttons:

    • Select All—Click to select all KBIs.

    • De-Select All—Click to clear all KBIs.

This configuration option appears in the following reports:

  • Weekly KBI Analysis

  • Budget Labor Summary By Day