Costpoint Online Help

Contents of the Print Performance Review Statistics Screen

Use the fields and options to configure the Print Performance Review Statistics screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Effective Date

Use these fields to select the range of review dates to include in this report. This date corresponds to the Effective Date on the completed review forms.

Field Description
Option

From the drop-down list, select a range option for the effective dates to include on the report. Valid options are:

  • All: Select this option to include all effective dates on the report.
  • One: Select this option to include only one effective date on the report. Enter the effective date in Start field.
  • Range: Select this option to include all effective dates beginning with the date in the Start field and ending with the date in the End field.
  • From Beginning: Select this option to include the first effective date up to the date you enter in the End field.
  • To End: Select this option to include effective dates from the date you enter in the Start field to the last effective date.
Start

If your range selection is One, enter the date.

If your range selection is Range or To End, enter the starting date for the range of dates.

End

If your range selection is Range or From Beginning, enter the ending date for the range of dates.

Employee

Use these fields to select the range of employees to include on this report.

Field Description
Option

From the drop-down list, select  the range option for the employees to include in the report. Valid options are:

  • All: Select this option to include all employees on the report.
  • One: Select this option to include only one employee on the report. Enter the ID of this employee in Start field.
  • Range: Select this option to include all employees beginning with the employee ID in the Start field and ending with the Employee ID in the End field.
  • From Beginning: Select this option to include the first employee ID up to the employee ID you enter in the End field.
  • To End: Select this option to include employees from the employee ID you enter in the Start field to the last employee ID.
Start

If your range selection is One, enter, or click to select, the ID number of the employee.

If your range selection is Range or To End, enter, or click to select, the starting employee ID for the range.

End

If your range selection is Range or From Beginning, enter, or click to select, the ending employee ID for the range.

Sort By

Use this group box to select the primary and secondary sorting order of the report.

Field Description
1st Sort

From the drop-down list, select the order in which you want the report to print. Valid options are:

  • Labor Group: Select this option to sort the report by the labor group that is assigned to the employee in the Employee Salary Information screen. If your primary sort is by Labor Group, you must then select either Employee Name or Employee ID for your secondary sort.
  • Home Organization: Select this option to sort the report by the home organization assigned to the employee in the Employee Salary Information screen. If your primary sort is by Home Organization, you must then select either Employee Name or Employee ID for your secondary sort. The report prints all levels of the home organization.
  • Employee Name: To sort the report by employee name, select this option. If you sort by employee name, no secondary sort is available.
  • Employee ID: To sort the report by employee ID, select this option. If you sort by employee ID, no secondary sort is available.
2nd Sort

From the drop-down list, select the secondary sorting order of the report. The options in this group box are available based on your selection in the 1st Sort field.

  • If you print this report by Labor Group or Home Organization, the Employee ID and Employee Name options are available.
  • If you selected Employee Name or Employee ID in the 1st Sort field, the None option defaults in this field.

Valid options are:

  • Employee Name: Select this option to print the report by employee name for employees within a labor group or home organization. If you selected Employee Name or Employee ID for your primary sort, this option is disabled.
  • Employee ID: Select this option to print the report by employee ID for employees within a labor group or home organization. If you selected Employee Name or Employee ID for your primary sort, this option is disabled.
  • None: This option is disabled if the primary sort you selected is by Labor Group or Home Organization. In those cases, you must select either Employee Name or Employee ID for your secondary sort. If you selected Employee Name or Employee ID for your primary sort, this option is the only choice available.