Trends screen of Labor Dashboard

Use the Trends screen to review labor management information and results over different time periods with different levels of granularity.

Note: When you first access the Trends screen, the Settings dialog box appears. You must select your setup options before accessing the Trends screen. For information about configuring the screen, see Setting up Labor Dashboard.

# Field Description Notes

1

Breadcrumb / labor structure selector

Displays the organization level (within the labor structure) for which information is displayed.

To view a different organization level, select the options in the drop-down lists and select Load


2

Load

Loads your selection from the breadcrumb and updates the information displayed on the screen.

This button is only available for selection after you change the organization level in the bread crumb field.

3

Suggested Metrics

Specifies the comparative metrics for which information is displayed on the screen. Options include:

  • Actual vs Budget (name of configured dataset)

  • Actual vs Forecast (name of configured dataset)

  • Actual vs Scheduled

  • Actual vs Standard

  • Paid vs Standard

  • Scheduled vs Projected

  • Overtime

  • System Forecast Accuracy

  • Manager Forecast Accuracy

Default metric: Actual vs Standard.

4

End Date

End date of the date range for which information is displayed on the screen.

The Date Range is specified in the Settings dialog box for the Labor Dashboard.

Read-only.

5

Period/ Aggregation/ Day of Week

Specifies the detailed time frame based on the following options:

  • Length of Time—1 week, 1 month, 3 months, 6 months, 1 year, or month to date.

  • Aggregation—Daily, weekly, or monthly.

  • Days of Week—All or individual weekdays.

For example, with this option you can specify that you want to see 3 months of weekly trend results for weekends.


6

Properties

Displays the number of selected properties.

Hover the mouse point over the information icon (  ) for a complete list.

Read-only.

7

Saved Reports

Opens a list of saved reports that you can view.

For information about saved reports, see Report views.

8

Settings

Opens the Settings dialog box for the Labor Dashboard, where you can change the settings for the screen.

For information about configuring the screen, see Setting up Labor Dashboard.

9

Data type selectors for chart / grid

Select the type of data to be displayed in the chart or grid.

  • Hours

  • Cost

  • Rate

  • Productivity

Use the buttons to change data display types.

The button of the selected data type is highlighted.

10

View type selector

Selects how information is displayed on the screen:

  • Chart—Displays information in a bar chart.

  • Grid—Displays information in a table.

Default: Chart view.

11

Chart /grid

Displays information for the aggregate of all selected properties within the specified time frame.

To drill down to a different organization level, select the corresponding bar in the chart.

To sort information in the grid, select the table headers.

Default: Chart view.

12

Legend & Data point selector

Additional data points to be displayed in the chart or grid.

Select the check boxes for the data points that you want to add to the chart or grid. 

Although selected data points appear on both chart and grid views, the check boxes are visible only when the chart view is selected. 

The View button contains the same data point options.

13

Regression

Displays a regression line on the chart.

Only available in Chart view.

14

Export

Exports the chart or grid. Options include:

  • Export to Excel

  • Print

For more information, see Exporting and printing the Labor Dashboard screens.

15

Save New Report

Opens the Save New Report dialog box where you can save the current view as a favorite.

For information about saving a report view, see Report views.

16

View

Opens a Metrics drop-down list where you can select additional data points to be displayed in the chart or grid.


17

Previous Level

Moves you up one level in the labor structure.

For example, if you are viewing information for jobs, clicking the Previous Level button takes you to the department level.


18

KBI selector

Select one or more KBIs to display in the chart or table.


19 

Summary table

Summary, in table format, of information displayed in chart.