Single reports

Single reports are used to generate a report on your Rostering project at a specific point in time. To run a Single report, open a Rostering project and click Report in the project menu to start the Rostering Report Wizard. Click Single report to display a list of any reports which are accessible to you. These are reports which have been created using the TMS Active Report Wizard outside of Rostering. See The Active Report Wizard for more details.

Report criteria

In step 2 of the Rostering Report Wizard you are required to define the Criteria for the Report:

These are Snapshot, Total source and Pay rate source.

Snapshot

Every time you save a project in the Solver, a Snapshot of the project at that point in time is saved and stored. You can select a Snapshot of the project to base your report on from the drop-down list. The first item in the list is the current state of the project.

Total source

You can select the source of any totals displayed on your report. There are five options in the drop-down menu:

• Estimate — this option allows you to display estimated totals in the report based on the Work rules you select in the reporting Preferences. See Report preferences for more details

• Planned only — this option allows you to display only planned totals in the report

• Actual only — this option allows you display only the actual totals in the report

• Planned + Estimate — this displays totals according to planned pay and any estimated gaps

• Actual + Planned — this displays the actual and planned totals

Pay rate source

If you are reporting on Employee pay, this allows you to set an appropriate Pay rate. The options are:

• Minimum — this reports according to the minimum Pay rate for the Employee

• Average — this reports according to the average Pay rate for the Employee

• Maximum — this reports according to the maximum Pay rate for the Employee

• Employee rate — this reports according to the Employee rate defined within the relevant Employee record in Mitrefinch TMS