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You use the column menu in the left pane of the Statistics view to sort and filter the information that is displayed in the schedule pane.
To open the Statistics column menu:
- In the right corner of the left pane, click the arrow ( ).
The menu appears. See the table below for descriptions of the menu options.
Option | Description | Notes |
Sort Ascending | Sorts information in the following ways: - If Type is selected, sort by statistic type category names by alphabetical order.
- If Job is selected, sort jobs by ascending numerical order for the numbers preceding each job title.
| |
Sort Descending | Sorts information in the following ways: - If Type is selected, sort by statistic type category names by reverse alphabetical order.
- If Job is selected, sort jobs by ascending numerical order for the numbers preceding each job title.
| |
Group by Type | Select to display type, or statistic categories. If selected, the following statistic types appear in the left pane: - Coverage Percentage – Percentage of the system planned hours for the day that are covered by the schedule.
- Manager's Planned Hours – Total of all manager planned shifts.
- Scheduled Hours – Shift hours assigned to employees for the scheduled for period.
- System Projected Hours – Projected hours, or the total of all system planned shifts.
You click the triangle ( ) to expand each type and display all of the related jobs. | Default: Statistics are grouped by Type. |
Group by Job | Select to display job categories. | |
Filter Types | Opens a fly-out menu to select the following options: - System Projected Hours – Projected hours, or the total of all system planned shifts.
- Managers' Planned Hours – Total of all manager planned shifts.
- Scheduled Hours – Shift hours assigned to employees for the scheduled for period.
- System Projected Coverage – Number of employees for each hour of the day called for by the system plan.
- Manager's Planned Coverage – Number of employees for each hour of the day called for by the manager plan.
- Scheduled Coverage – Number of employees scheduled for each hour of the day.
- Coverage Percent – Percentage of the system planned hours for the day that are covered by the schedule.
- KBIs – KBI values for the selected jobs. This filter option allows you to compare schedules to KBIs.
What is the difference between filters and presets? "Projected" vs. "Planned"? Is there a preferred a term that we should use for consistency? | What are the default selections? When I open the Statistics view, the following are selected: - System Projected Hours
- Managers' Planned Hours
- Scheduled Hours
- Coverage Percent
|
Presets | Opens a fly-out menu to select the following options: - Hours –
- Coverage –
- KBIs –Select to view only KBIs. This preset is helpful in comparing shifts to KBIs without searching for the KBIs.
- All –
I'd like to define all preset types.
| Default: Hours. |