The Time-Management report system provides access to a suite of reports that can be run for each company, with drill-down capabilities to resource and analysis code level. These can be printed or exported to an Excel spreadsheet.
Tip: Each report has hover-text help which is displayed if you hover over a hover-text 
button. This is intended to help you to understand what the calculations are for each heading in the report. Hover-text help cannot be printed.
To run a Time-Management report:
The WORKSHOP LOADING menu is displayed.
Select Reports & enquiries.
The WL REPORTS AND ENQUIRIES menu is displayed.
Select the Time-Management report option.
The Time-Management Report form is displayed.
This form is displayed when you click Workshop loading > Reports & enquiries > Time-Management report. It enables you to display the time-management reports and run, print or export them.
Menu Bar and Toolbar:
| Menu bar | Toolbar | Action |
|---|---|---|
| File > Exit |  |
Returns you to the Workshop Loading REPORTS AND ENQUIRIES menu. |
| File > Refresh |  |
Refreshes the current selected report. |
| File > Print |  |
Prints the current selected report page to the selected printer, which must be capable of receiving Print Manager formatted data. |
| File > Kprint Preview |  |
Preview the current selected report page using Print Manager. |
| File > Export to Excel > Full/Formatted/Unformatted |  |
Exports the currently selected report page to an Excel spreadsheet. Note: This function is not enabled when the number of columns defined in the report is greater than 256, which is the maximum number of columns that Excel can handle. |
| File > Graph > Utilisation/Productivity/Efficiency |  |
Shows the displayed data in graphical form. Note: Not all reports can be graphed. When the Graph button is clicked, three option buttons enable you to choose between Bar, 3D Bar and Line graphing. |
| File > Change printer |  |
Displays the Printer selection list, enabling you to change the currently selected printer. |
| File > User permissions | Displays the Set the user permissions on reports form, enabling you to change the user permissions. | |
| File > Help |  |
Displays this help topic in a web browser. |
Selection Group:
Buttons:
Pin/Un-pin selection frame: When the selection frame is pinned the auto-hide of the Selection frame is disabled. When the selection frame is un-pinned the auto-hide of the Selection frame is enabled, after an idle period the Selection frame is minimised automatically. Click the Click the Pinned
or Unpinned
button to change from one state to the other.
Manually minimize/Manually maximize: When the Manually minimize
button is clicked the Selection frame is hidden. When the Manually maximize
button is clicked it is displayed. Click the button to change from one state to the other.
Tabs:
The Selection group contains two tabs:
You can use this tab to control the formatting of your reports. Make changes by clicking the Setting of the property you want to change and clicking the drop-down 
or ellipsis 
button to make your selection.
Any changes to the settings are stored in the users profile when you leave the program and loaded when you enter.
Tip: For each property setting, help text is displayed at the bottom of the Selection frame.
Generic profile:
Property |
Description |
Settings |
Auto hide selections frame |
Should the selection frame be minimized automatically after 15 idle seconds? |
On |
Colour schema for the dashboard |
Sets the dashboard colour scheme |
Yellow to Aqua |
Report date settings |
What should be done with the report start and end dates when starting the program? |
Last used dates |
Report company style |
When starting the program, should the company be shown in a tree structure or in a grid? |
Company in tree |
Generic properties:
Property |
Description |
Settings |
Start date |
Start date for the report |
Manually entered date |
End date |
End date for the report |
Manually entered date |
Time-Management properties:
Property |
Description |
Settings |
Time presented in |
How should times be displayed? |
Decimal time |
Show sales ledger categories |
Should only the sales ledger categories analysed in the generation run be displayed, or all that are set up in the system whether they are used or not? |
All available |
Show idle codes |
Should only the idle codes analysed in the generation run be displayed, or all that are set up in the system whether they are used or not? |
All available |
Show department codes |
Should only the SO departments analysed in the generation run be displayed, or all that are set up in the system whether they are used or not? |
All available |
Show franchise letters |
Should only the franchise letters analysed in the generation run be displayed, or all that are set up in the system whether they are used or not? |
All available |
Show clock details |
Should clock details on date level be displayed according to clock time or type of work? |
On time-in |
Calculate in progress labour with |
Should the times used in the calculations of non-invoiced labour lines be based on the time allowed from the labour record, or the real time taken from the clocking? |
Allowed from labour |
Include in progress labour |
Which labour lines should be included in the report? |
Both invoiced and In progress labour lines |
Unproductive idle in overtime |
Should the unproductive idle codes be included in or excluded from the overtime calculations? |
Include unpro idle clocking's in overtime |
Display mechanics |
Should all mechanics, only the non-productive ones or only the productive ones be included in the report? |
All mechanics |
Time offset error reporting |
When time is missed during the shift an offset can be set, with nothing below this value being reported. |
0.00 Minutes |
Sold time calculation |
Should normal time allowed or bonus time be shown on the report? |
Allowed time |
The available reports are listed on the Reports tab and can be selected from the report tree, by clicking expand 
to expand a line and collapse 
to collapse it. The reports available may include the following:
System:
The report displays the company system setup starting with the current module.
Module setup overview:
All the company modules required for the reports are displayed in the Report tab in the right-hand side pane. For the companies involved it provides period date information if applicable and what data is used.
Modules:
Module: Displays the module mnemonic.
Description: Displays the description of the module.
Include companies:
Company: Displays the company number.
Description: Displays the description of the company.
Time Management:
Clicking expand expands the analysis report by Company.
Clicking collapse
collapses the analysis report back to an overall summary.
See Report column headings for details of the report.
Company / Dealer:
Clicking expand expands the analysis report by Company.
Clicking collapse
collapses the analysis report back to an overall summary.
See Report column headings for details of the report.
Details of all
clocking's:
This report displays all the details from the resource calendar, clocking's and the type of work, with details on sales ledger account category, idle codes and adjusted availability.
Click expand
Click collapse
See Report column headings for details of the report.
Total of all
clocking's
by:
This report will show all the totals on calendar,
clocking's, type of work.
Click expand
to
analysis the report by Analysis code or Resource.
Click collapse
to return to the summary report.
See Report column headings for details of the report.
Totals on Departments
by:
Time that has been clocked on WIPs, split up in the various Point-of-Sale department codes. The time taken and allowed from the clock record is shown and used for the efficiency calculation.
Click expand
Click collapse
See Report column headings for details of the report.
Totals on Franchises
by
Time that has been clocked to WIPs, split up in the various franchise letters. The time taken and allowed from the clock record is shown and used for the efficiency calculation.
Click expand
Click collapse
See Report column headings for details of the report.
Payroll statistics
by:
For the overtime payment the report calculates the time taken above the specified shift.
Click expand
Click collapse
See Report column headings for details of the report.
Click expand
to
analysis the report by Analysis code or Resource.
Click collapse
to return to the summary report.
See Report column headings for details of the report.
Click expand
to
analysis the report by Analysis code or Resource.
Click collapse
to return to the summary report.
See Report column headings for details of the report.
Click expand
to
analysis the report by Analysis code or Resource.
Click collapse
to return to the summary report.
See Report column headings for details of the report.
Performance
Ratios by:
Click expand
Click collapse
See Report column headings for details of the report.
Idle Time Analysis
by
Click expand
to
analysis the report by Analysis code or Resource.
Click collapse
to return to the summary report.
See Report column headings for details of the report.
Absence Analysis
by:
This report displays any adjusted availability made to each resource whether absence or overtime.
Click expand
Click collapse
See Report column headings for details of the report.
Dashboard:
The report dash board displays four different calculations: Utilisation, Productivity, Efficiency and Performance for each resource in each company
Click expand
Click collapse
See Report column headings for details of the report
Tip: Hover over the
Generation problems:
When there are problems found in the generation process these are reported as either warnings or fatal errors. This report explains the problems found with an explanation of the problem and, when possible, you can display the details by clicking the link.
Warnings:
Shift duration: There is a difference between the time returned from the standard workshop loading function and the time count on the shift including the adjusted availability.
One of the reasons this can happen is adjusted availability that is marked as = (equals). The report program uses the original shift pattern for calculation which the core routine ignores.
Fatal problems:
Missing time during shift: When during a shift there are periods that are not represented by a clocking, the system marks it as a fatal problem, specially for overtime calculations.
Report pane: At the bottom of the report a line of information is shown detailing the report start date, report end date and the current selected printer.
You can use this tab to control the formatting of your reports. Make changes by clicking the Setting of the property you want to change and clicking the drop-down or ellipsis button to make your selection.
Any changes to the settings are stored in the users profile when you leave the program and loaded when you enter.
Tip: For each property setting, help text is displayed at the bottom of the Selection frame.
Property |
Description |
Settings |
Use tolerances ? |
Are tolerances in use? |
On, Off |
Before start of shift |
Number of minutes considered as an acceptable tolerance before the start of a shift |
Required minutes |
After start of shift |
Number of minutes considered as an acceptable tolerance after the start of a shift |
Required minutes |
Before end of shift |
Number of minutes considered as an acceptable tolerance before the end of a shift |
Required minutes |
After end of shift |
Number of minutes considered as an acceptable tolerance after the end of a shift |
Required minutes |
Fixed lunch break? |
Is there a fixed lunch, If Yes the following 4 items apply. |
Yes, No |
Before start of lunch |
Number of minutes considered as an acceptable tolerance when a resource is clocked off for lunch |
Required minutes |
After start of lunch |
Number of minutes considered as an acceptable tolerance when a resource is clocked off for lunch |
Required minutes |
Before end of lunch |
Number of minutes considered as an acceptable tolerance before when a resource is clocked off for lunch |
Required minutes |
After end of lunch |
Number of minutes considered as an acceptable tolerance after when a resource is clocked off for lunch |
Required minutes |
Tolerance for lunch |
Number of minutes considered as an acceptable tolerance for lunch |
Required minutes |
Note: Hours and minutes are entered in the format HOURS.MINUTES.
Selecting a report from the tree in the Reports tab in the left-hand pane has the effect of displaying the specified information in the data grid on the Report tab in the right-hand pane. If this is the first time the report has been selected, the report generation form is displayed.
Tip: For some reports, the Shift details 
icon is displayed. Selecting it displays the shift and clocking details of that resource for that particular day in a new report tab called Detail - 1.
In the displayed report a special function can be used to freeze the displayed information on horizontal and vertical positions. This function is available if the unlock 
icon is displayed in the top left-hand corner of the data grid.
By clicking blocks in the grey line, you can execute the freeze function. The block that is selected is marked with a key 
icon. Select the unlock icon again and the report is displayed in the full grid.
Drill:
You can expand and collapse the information in the data grid by clicking the buttons as follows:
Line can be expanded Line can be collapsed
Furthest drilling level reached (no more information)You can click the hyperlinks (indicated with red underlining) for further information where available.
Note: There is no equivalent of the Back button used on internet browsers.
Item-description: Displays a list of resources for that particular company.
Badge:
Available: Displays the availability percentage of the resource.
Productive: Whether the resource is productive or not is indicated with a green
.
Calendar settings:
Shift hours: Available hours on the shift, taking into account the extra availability.
Break hours: Un-available hours (breaks) defined in between the shift start and end.
Total hours: Total hours present, total of shift hours and break hours.
Shift days: Day counter for each day a valid shift is defined.
Point-of-Sale:
Clocked hours: Hours represented by the contents of the taken field on clock records.
Clocked days: Day counter for each day a valid clock record is found.
No. of WIPS: Counter for each WIP that is used for the first time in the clocking's file.
Tolerances:
Adjusted hours: Total POS clocked hours adjusted by the tolerance (Displayed as minutes)
Total variances: Total sum of the accumulated daily tolerance (Displayed as a decimal).
Variance Calendar and Point of Sale:
Calculation with the days and time setup in workshop loading and the actual clocking's made.
Variance in hours:
Lost: Hours lost with regard to the shift, which are the shift hours minus the clocked hours.
Extra: Extra hours with regard to the shift, which are the clocked hours minus the shift hours.
Variance in days:
Lost: Days lost with regard to the shift, which are the shift days minus the clocked days.
Extra: Extra days with regard to the shift, which are the clocked days minus the shift days.
Direct productive time:
Allowed: Time allowed from the clock record for the sales category
Taken: Time that has been clocked on WIPs for the sales categories.
Efficiency: Efficiency calculated with the Taken and Allowed time. The formula used is: Efficiency = round(( Allowed / Taken) *100, 2)
CaCash Sales:
Allowed: Time allowed from the clock record for the sales category.
Taken: Time that has been clocked on WIPs for the sales categories.
Efficiency: Efficiency calculated with the Taken and Allowed time. The formula used is: Efficiency = round(( Allowed / Taken) *100, 2)
Indirect productive time:
Productive idle time: Clocking's made on idle codes that are set up as productive. The time taken from the clock record is shown.
Non productive idle time: Time taken from the clock record for idle codes that are marked as non-productive on the idle time code record.
Adjusted availability: Adjusted availability used to change the defined shift for a resource and date, set to the reason code of the adjustment.
Totals: The totals for each Company are displayed at the bottom of the report.
Non-productive time:
Driving: Time taken from the clock record for idle codes that are marked as non-productive on the idle time code record.
Idle 1: Time taken from the clock record for idle codes that are marked as non-productive on the idle time code record.
Department times:
Taken: Time taken to action Workshop tasks for the selected department.
Allowed: Time allowed to action Workshop tasks for the selected department.
Efficiency: Efficiency to action clocked tasks for the selected department.
No of WIPs: Number of WIP clocked for the selected department.
Calculation:
Overtime: Time spent above the setup shift times (This may vary dependant upon Country).
Attendance
Shift: Available hours in shift, excluding the extra availability.
Attended: Hours represented by the contents of the taken field on the clock records.
Idle: Non-productive hours represented by the contents of the taken field on the clock records.
Clocking's:
Allowed: Time allowed from the contents of the allowed field on the clock records.
Taken: Time taken from the contents of the taken field on the clock records.
Financials:
Cost: Time taken multiplied by the mechanic hour cost as set on the mechanic record.
Revenue: Time allowed multiplied by the rate for the WIP line.
Profit: Result of the labour revenue minus the labour cost.
Recovery rate: Labour revenue divided by the time allowed.
Total direct productive time:
Taken: Total time taken to action Workshop tasks for the selected department.
Allowed: Total time allowed to action Workshop tasks for the selected department.
Efficiency: Total efficiency to action clocked tasks for the selected department.
Recovery rate:
Performance:
Utilisation %: Percentage of the calendar hours less idle hours divided by the calendar hours.
Productivity %: Productive hours divided by the calendar hours less idle hours.
Efficiency %: Percentage of sold hours against the productive hours.
Planned hours:
Shift days: Day counter for each day a valid shift is defined.
Shift hours: Available hours on the shift, taking into account the extra availability.
Break hours: Un-available hours (breaks) defined in between the shift start and end.
Total hours: Total hours present, total of shift hours and break hours.
Actual Hours:
Taken: The actual time taken from the clock record.
Productive idle : Clocking's made on idle codes that are set up as productive.
Non productive: Time taken from the clock record for idle codes that are marked as non-productive on the idle time code record.
Adjusted: Adjusted availability used to change the defined shift for a resource and date, set to the reason code of the adjustment.
Lost: Hours lost in respect to the shift, which are the shift hours minus the clocked hours.
Extra: Hours extra in respect to the shift, which are the clocked hours minus the shift hours.
Utilisation %:
Utilisation:
Var to Avg:
Var to Low:
Var to High:
Productivity %:
Productivity:
Var to Avg:
Var to Low:
Var to High:
Effeciency %:
Efficiency:
Var to Avg:
Var to Low:
Var to High:
