Production report

Overview

The Production report shows you the actual values recorded for workload, resources, and performance metrics for any period, so that you can identify trends or changes across time. You can look at this data across multiple levels of the hierarchy using a variety of time horizons.

 

To run a Production report, select the Production Report tile from the Reports screen and then set your parameters to specify how and what data you would like to view.

Period

Select how you would like to view the data by clicking on the drop-down menu.. This can be either day, week or month.

Start / End Date

Enter the first and last date of data that you want to include in your report. You can do this by typing the dates directly into the cells or by clicking on the calendar function

Key Variable

Select the metric that you would like to appear at the highest level of the report. By default, Productivity will be selected but can be changed to other high-level workload, resource or performance metrics by clicking on the drop-down menu.

Task Groups

If task groups are enabled for the workgroup, you are running the report for you can choose to have the data displayed by task groups by selecting ‘Show’ in the drop-down menu or by individual task by selecting ‘Hide’.

Borrowed Staff Members

You can choose to include any team members who were borrowed by the workgroup the report is being run for during the selected period by clicking on the drop-down menu and selecting ‘Show’. Selecting the ‘Hide’ option will exclude borrowed resource from your report.

Empty Tasks / Members

You can choose to include any team members or tasks that do not have data captured against them during the selected reporting period by clicking on the drop-down menu and selecting ‘Show’.

The default setting is ‘Hide’ so any team members or tasks without verified data during the period will not be displayed in the report.

View Report

Once you have set you parameters click here to view your report.

 

Please note! Only data that has been verified in the Manage Data screen will appear in this report.

 

Search

 

You can search for specific team members or tasks using full or partial names.

To search by task, you need to expand the report to display the relevant category first. This could be Work In, Work Out, WIP or Diverted.

Filter

 

You can filter the report to only display specific team members, tasks or activities by clicking on the icon.

Select the data you would like to be included in the report by clicking on the checkbox next to the team member, task or activity name and click Apply. If filters are selected the Filter icon will display a red dot with the number of filters applied

Please note that filtering data will exclude unselected data from key calculations such as Productivity and Work In, Work Out and WIP.

 

Clicking this icon will allow you to export your report to Excel. Please note the report will export as it is displayed on the screen so if lower-level data is required expand the report before exporting.

Clicking on rows of data within the report and then selecting this icon will produce a graph illustrating the data you have selected. To select multiple rows hold down the Ctrl key and then click the rows you want to chart.

Column Width

Click and hold on the slider to resize columns

Report Intervals

 

You can view your data in hours, minutes or FTE by selecting the required unit here.

Adjustment

Selecting this checkbox will cause any adjustments made to calculated Work In or WIP values in the manage data screen to be displayed in the report.

Workload as Items

Selecting this checkbox will display Work In, Work Out and WIP as items at the task level. Unchecking this box will display the data in the unit of time based on items multiplied by standard time.

Hide

This option allows you to exclude dates from the report. Click on the drop-down menu and select the dates you would like to exclude by selecting the checkbox next to the relevant date.

 

 

 

 

 

The report will display data for the level of the hierarchy at which it was run and then any child data beneath it.

For example, if you run this report at a team level you will see the team values followed by the team members. If you run the report at a department level, you will see the Department values followed by the teams within that department.

Workgroup / Team Member Name

The report will display data for the level of the hierarchy at which it was run and then any child data beneath it.

For example, if you run this report at a team level you will see the team values followed by the team members. If you run the report at a department level, you will see the Department values followed by the teams within that department.

You can drill-down into the data from the level of the hierarchy to its lowest child level. Click the icon to expand a row and view the next level of detail.

Units

Confirms the unit being used to display the data.

For Performance metrics such as Productivity and Utilisation this will be %

For Workload this will default to time at a category level and items for individual core task data.

Plan Unit Date(s)

Confirms the dates covered by each unit within your report, this will either be individual days, weeks or months depending on the report parameters you selected.

Key Variable Data

The highest level of the report will display the values for the Key Variable you selected when setting the report parameters.

Total

Details the total for the reporting period covered by the report for each row of data.

Please note for performance metrics this is a calculated value for the period not an average of the values displayed. For example, Productivity will be based on total work out in total core time.

 

When you run your report the Key Variable that you selected when setting report parameters will display at the highest level. You can then drill-down into each row of data for more detail.

 

Work In

Displays the new core work received by the workgroup in the unit of time based on items x standard time for each core task.

Work Out

Displays the core work completed by the workgroup in the unit of time based on items x standard time for each core task.

Work In Progress

Displays the work received but not yet completed in the unit of time based on items x standard time for each core task.

Diverted

 

Details the total time spent on diverted activities by the workgroup in the unit of time. This is a total of all the time booked to each of the Diverted tasks linked to the workgroup.

 

 

 

 

Staff Complement

Displays the contracted working hours of permanent team members.

Flexitime

Displays the total additional hours worked + any time off in lieu as per the business’ definition of Flexitime.

Overtime

Displays the total additional hours worked that are classed as Overtime by the business.

Lend Staff

Displays the total time captured as lend by the workgroup.

Borrowed Staff

Displays the total time captured as borrowed by the workgroup. Expanding this row to the team member level will display the home team name of the borrowed resource next to their name in the report.

Temporary Staff

Displays the contracted hours of temporary team members.

Downtime

Displays the total time booked to the Downtime categories linked to the workgroup.

Time Worked

Displays a calculated value detailing the time available to complete work either core or diverted for the workgroup. (Staff Complement +/- Flexitime, Overtime, Lend, Borrowed, Temporary and Downtime)

Core Time

Displays a calculated value detailing the time available to complete Core work for the workgroup (Time Worked – Diverted Time)

 

 

 

Productivity

Displays a calculated value based on the Work Out completed in the Core Time.

Utilisation

Displays a calculated value based on Core Time/Time Worked.

Complex Productivity

Displays a calculated value based on the Work Out completed in the Time Worked.

Total Productivity

Displays a calculated value based on the Work Out completed in the total paid hours.

Cost per Standard Hour

Displays a calculated value based on resource costs per hour worked for those completing core work and the Work Out completed in that time.

 

 

 

Errors

Details the number of errors found during QA in the unit of time based on the volume of errors for each task x standard times.

Sample

Details the amount of work checked for errors in the unit of time based on the number of items checked for each task x standard times.

Error Rate

Details the % of quality checked work that contained errors as a percentage.

 

 

 

Breaches

Displays the amount of work out that breached SLA based on the number of items that breached for each task x standard times.

Breach Rate

Displays the amount of Work Out that breached SLA as a percentage based on the total items of work out for the tasks that have Service enabled and the total number of breaches.

 

 

 

If you are running a Production Report for a CaseworkiQ enabled workgroup you will see some additional options.

The first is the Work Out as Standard Time check box that will be available if you are running the report at a team level. This allows you to view Work Out and Productivity based on either items of core tasks completed multiplied by the standard time or actual time captured in the Case Worklog.

If you are viewing Productivity based on the actual time captured in the Case worklog a score of 100% indicates that an individual’s core time and work out match. If productivity is not 100% this could indicate a data capture error.

You will also have the ability to expand Work Out by Case Type using the icon.

You can then further expand by Case Stage using the icon.

The time values displayed will either be based on the items of core tasks completed multiplied by the standard time or the actual time captured in the Case Worklog dependent on the option selected.

 

 

For more information on...

Calculations

See Key Equations
Frequently Asked Questions See FAQs
Notes See Notes