Weekly KBI Summary Report
The Weekly KBI Summary report summarizes the forecasts and compares them to the actual business volumes experienced.
Click image to view a sample report.
Key information
- This data comes from final forecasts and actuals that are manually input into LMS or automatically entered through a system interface.
- All KBIs are listed by name and code.
- This report is a simple output of all KBI values, for selected KBIs, for a requested week.
Report options
This table describes the options that appear on the Weekly KBI Summary report screen.
Option | Description |
Filter | |
All KBIs | Displays all KBIs in the report, if selected. |
Market Segment | Choose which market groups and market segment types to include in the report.
|
Revenue Center | Choose which revenue centers to include in the report.
|
Other                    | Produces a report that is grouped by the selection(s) you make in this category. You can select any or all of the following:
|
Display | |
Standard Set | Select a standard set to apply to the report. |
Period End Date | Select the appropriate end date for the report. |
Running the report
- In the toolbar, click the Report icon ( Â ).
- From the drop-down list, select Labor > Forecasting > Weekly KBI Summary.
The Weekly KBI Summary report screen appears. - Select one of the following: All KBIs, Market Segment, Revenue Center, or Other.
- If All KBIs is selected, proceed to Step 4.
- If Market Segment is selected, choose the appropriate Market Group and Market Segment Type, and proceed to Step 4.
- If Revenue Center is selected, choose the appropriate Revenue Center, and proceed to Step 4.
- If Other is chosen, select any or all of the following: Input KBIs, Calculated KBIs, KBIs, and proceed to Step 4.
- From the Standard Set drop-down list, select a standard set.
- In the Period End Date field, enter an end date by doing one of the following:
- Type the end date.Â
- Select the end date from the calendar menu
- Click the arrows to select a date.
- Click the Run icon (  ).
The report appears.
Report terms and definitions
This table defines the terms that appear on the generated Weekly KBI Summary report.Â
Term | Definition |
Estimated | Displays your estimated business volume. This data comes from information entered on the following Planning screens: |
Forecasted | Displays LMS's forecast business volume. This data comes from information entered on the following Planning screens: |
Adjusted | Displays the manager's forecast business volume. This data comes from information entered on the following Planning screens: |
Actual | Displays the actual business volume. |
Related topics:
- Forecasting Reports: