LMS includes a wide-range of forecasting, planning, scheduling, and configuration reports. These reports take all your data input and give you a wealth of information in an organized fashion. You can then take the information, analyze it, and make adjustments to further improve your efficiency. All LMS reports are located in the Reports menu, which lets you select, specify, and print reports.

Reports may be viewed or printed at any time, but most are run after editing has taken place. In general, there are three main reasons to view or print a report:

Determine whether all scheduling needs have been met.
Print and post a schedule for employees to view.
Use in analyzing how closely actual hours worked matches the forecast hours.

There are five main report categories:

Labor Analysis Reports:

Forecasting Reports:

Planning Reports:

Scheduling Reports:

System Setup Reports:

Toolbar Icons

Toolbar Icon	Definition/Usage
	Run—Creates and displays the report.
	Export—Save the report as Excel (.xls), comma separated values (.csv), Acrobat (.pdf), or rich text (.rtf) files.
View	View—Select a set of pre-configured report options on which to run the report.
	Save—Save changes to the current view.
	Save As—Save multiple option selections/views to be used for running different scenarios for a report. This functionality saves you from manually selection a set of frequently used options. View Name—Assign a name to a set of option selections. Shared View—Make a saved view available for other users to access. Re-Open this View on Startup—Select which view you want to always open when the option screen opens.
	Delete—Delete unused option selections/views.
	Back—Takes you back to the option screen.
	Close—Close the screen without saving and return to the main screen.

About Report Views

Most LMS reports have several options on what is viewed and how it is viewed LMS has the ability to save each set of options so that you don't have to manually select them every time. LMS also selects the view that you want to open whenever that option screen opens.

Creating Report Views

To create a new view:

Select the appropriate report from the Reports menu.
Select the options you want the report to use.
Click the Save As icon.
Enter a View Name.
Select or de-select Shared View.
Select or de-select Re-open this View on Startup.
Click the Save icon. The view now appears in the View list.

Running Reports

After running a report you have several options:

Click the Close icon when finished viewing. You are returned to the main screen.
Re-run the report with new Options. (Click the Back icon and select new options OR select a different View.)
Select one of the Actions from the toolbar.

Related topics:

LMS Documentation 9.x

Labor Reports

Toolbar Icons

About Report Views

Creating Report Views

Running Reports