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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 Group by Type is selected, sort by statistic type category names by alphabetical order.
- If Group by Job is selected, sort jobs in alphabetical order.
| |
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.
Reverse of above | |
Group by Type | Select to display the aggregate statistics for all jobs selected. If selected, the following statistic types appear in the left pane: The following are the defaults:
Remove the following: - 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 statistic and display the information for that statistic for all of the selected jobs. | Default: Statistics are grouped by Type. See left for default stats |
Group by Job | Select to display the selected statistics for each job. You click the triangle ( ) to expand each job and display the information for the selected statistics. | |
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 – The forecasted values for the KBIs associated with the labor standards for the selected jobs. This filter option allows you to see forecasted business volumes while scheduling.
What is the difference between filters and presets? -Faster way of choosing statistics to be displayed. "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 – Displays hours stats. list types: three hours types and coverage percent
- Coverage – shows three coverage types plus coverage percent
- KBIs –Select to view only KBIs. This preset is helpful in comparing shifts to KBIs without searching for the KBIs.
- All – shows all
I'd like to define all preset types.
| Default: Hours. |