Costpoint Online Help

Contents of the Team Information Report Screen

Use the fields and options to configure the Team Information Report 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

Use this group box to define the range of  labor locations and employees that you want to include in the report.

Effective Date

Field Description
Options

This field always displays One since you can only define a single effective date for the report.

Start

Enter, or click to select, the effective date for the report

Labor Location

Field Description
Options

From the drop-down list, select the type of labor location range to be included in the report. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the starting value for labor location selection.

End

Enter, or click to select, the ending value for labor location selection.

Employee

Field Description
Options

From the drop-down list, select the type of employee range to be included in the report. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End
Start

Enter, or click to select, the starting value for employee selection.

End

Enter, or click to select, the ending value for employee selection.

Non-Contiguous Ranges

Select this check box to define a non-contiguous range of employees for selection. Use the Employee Non-Contiguous Ranges subtask to enter the employee ranges.

Sort By

Field Description
1st Sort

From the drop-down list, select the first sort order for the report. Valid options are:

  • Employee Name
  • Employee ID
  • Location
  • Job Title
2nd Sort

From the drop-down list, select the second sort order for the report. Valid options are:

  • Employee Name
  • Employee ID
  • None

Options

Reports

Field Description
Direct Only

Select this option to include only direct employee reports.

All Reports

Select this option to include all employee reports which includes both direct and indirect reports.

Employee Salary Info

Field Description
Current Only

Select this option if you want to include only the current salary record in the report.

All Historical Data

Select this option if you want to include all historical salary records in the report.

Employment

Field Description
Regular

Select this option to include Regular type employees in the report.

Part-Time

Select this option to include Part Time type employees in the report.

Temporary

Select this option to include Temporary type employees in the report.

FLSA Classification

Field Description
Exempt

Select this option to include in the report the employees who are exempt from the Fair Labor and Standards Act (FLSA).

Non-Exempt

Select this option to include in the report the employees who are not exempted from the FLSA.

Employee Status

Field Description
Active

Select this option to include employees with an Active status in the report.

Inactive Accruing Leave

Select this option to include employees with an Inactive Accruing Leave status in the report.

Family Medical Leave Act

Select this option to include employees with a Family Medical Leave Act status in the report.

Inactive

Select this option to include employees with an Inactive status in the report.

Subtask

[/reference/refbody/section/table/tgroup/thead/row/entry {"col1"}) Subtask (entry][/reference/refbody/section/table/tgroup/thead/row/entry {"col2"}) Description (entry][/reference/refbody/section/table/tgroup/tbody/row/entry {"col1"}) Employee Non-Contiguous Ranges (entry][/reference/refbody/section/table/tgroup/tbody/row/entry {"col2"}) Click this link to enter non-contiguous ranges of employees that will be included in the report. (entry]