Summary

This report will print a list of tasks by employee providing the amounts and hours per employee for each task.

Step by Step

1     Open the Task by Employee window (PM> Reports> Task by Employee).

2     Configure the report.

• Enter a PM Task code to report on or click the field search button   to select one from a list.
  • Each task code represents a single PM module job. Tasks are created and maintained on the Task Maintenance window (PM> Maintenance> Task).
• Enter an Employee Number to report on or click the field search button   to select one from a list.
• Enter a Department to report on or click the field search button   to select one from a list.
  • The employee selected in the Employee Number field must be a member of the Department selected. You will receive an error message if this is not the case.
• Select a Date Type from the drop-down menu.
  • If you select Date, enter a date range in the Date From and Date To fields.
  • If you select Fiscal, enter a period range in the Fiscal Period From and Fiscal Period To fields. You will also need to specify a Fiscal Year.
• Check the Include uncommitted history toggle to include this information in the report.
• The report will display the Employee Number, Employer Name, Task Group, Sub-Task, Hours, Dollars, Task Group Totals, and Report Totals.

3     Print the report.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Enter a Date and Time to generate the report and click SUBMIT.