Department Actual Report

Note: To schedule reports, see the Schedule and Manage Report Jobs topic.

1. Select Main Menu  > Dataviews A configurable tool for analyzing data and taking actions on a group of employees or an organization. & Reports > Report Library.
2. From the Report Library, click tap Run Report .
3. In the Select Report panel, select Healthcare Productivity > the Department Actual report.
4. Click Tap Select.
5. Select the applicable report parameters:

   • By default, the Reference Date is set to yesterday's date (today —1).

     • This date changes daily. So, the Reference Date is always the day before the day of the report run.

       Examples:

       You manually run a report on Tuesday, November 3; the Reference Date is Monday, November 2.

       A scheduled report runs on Tuesday, November 10; the Reference Date is Monday, November 9.

       A recurring scheduled report runs every Tuesday; the Reference Date is the Monday before each run.

     • You can select a different Reference Date for this run of the report.

       Caution: If you change the default Reference Date for a recurring scheduled report, that date becomes fixed for subsequent runs. As a result, the subsequent reports do not show updated data. See the Schedule and Manage Report Jobs topic.

     • To configure a different offset from today's date, you can change the site.healthcareanalytics.referencedate.offset system setting; see the Healthcare Analytics System Settings topic.

   • Work Unit Work units (WU) define departments, work groups, and combine business structure nodes or jobs into single entities for productivity analysis. All Healthcare Productivity reports require work units. Hyperfind A search engine that filters and selects groups of employees through queries that specify conditions or locations (criteria).: Select one of the following hyperfind queries that contains the appropriate work unit:

     Caution: If the report will be in Excel format, make sure that the report contains no more than 90 work units because spreadsheets cannot contain more worksheets (tabs), and each work unit occupies one worksheet.

     • All My Department Work Units: Show all Department-type work units in the organizational sets that you can access in the business structure.

       Example: If you can access 100 departments, and each department has a corresponding work unit, this hyperfind returns 100 department-type work units.

     • All My Work Units: Show all work units, regardless of location type, in the organizational sets that you can access in the business structure.

       Caution: This hyperfind returns work units of different types that are excluded from reports; the Healthcare Productivity reports show department types only.

       Example: If you can access 2 out of 5 facilities, this hyperfind returns only those 2 facility work units plus all department and work group work units that are in those facilities.

     • Work unit hyperfinds: Select one of the custom hyperfinds.
     • Single Work Unit: Select one work unit.

   • Work Unit: (Available only if you select Single Work Unit in Work Unit Hyperfind) Select the work unit. The list shows only work units that you can access.

   • Timeframe: Select the pay period:

     • Pay Period Year to Date (Fiscal) = All completed pay periods from the beginning of the fiscal year based on the reference date.

     • Pay Period = The most recently completed pay period based on the reference date.

6. In Output Format, select one of the following:

   • PDF
   • Excel
   • Interactive

   Caution: The CSV (comma-separated values) output is not suited for Healthcare Productivity reports because of the complex structure of the reports.

   Note: Healthcare Productivity reports support only PDF, Excel, and Interactive formats; other formats are not supported.

7. Click Tap Run Report.

   Status indicators

   •  In-Progress: The report is running.
   •  Completed: The report ran successfully without errors.
   •  Failed: The report has errors; check the Run Summary for details. Correct the error and run the report again.

8. Select the report and click tap the right arrow .

   1. Click Tap View Report.
   2. To modify interactive reports, see the Organize and modify data with interactive viewer topic.

   Note: In Interactive format, the column headers remain fixed in-place when you scroll. However, this is not supported in Internet Explorer.

9. If the report has multiple pages, click tap the arrows or enter the page number  to change pages.
10. Select Menu  and one of the following:
    • Enable Interactivity: Select to sort, filter, group, or analyze the data in the table. See the Organize and modify data with interactive viewer topic.
    • Parameters
    • Report output: In Table of Contents: Select to filter the report by one of the following Types:

      FTE: Show actual hours for full-time equivalent (FTE) employees = Actual Hours / FTE Factor.

      Paid Hours: Show paid hours for productive and non-productive time.

      Paid Hours as % of Total: Show paid hours as a percentage of total hours.

      Money: Show the actual costs of productive and non-productive time.

      Money as % of Total: Show actual cost as a percentage of the total amount of paid cost.

    • Export Content
    • Export Data
    • Print

At the top of the report

• Period — The time period of the report.

• Reference Date — The report includes data for the pay period that contains this reference date.

• Work Unit — The work units that are being reported.

• Type — The type of output: FTEs, Paid Hours, Paid Hours as % of Total, Money, or Money as % of Total.

• Current as of — The date when the system data was updated; the data is current on this date.

• Executed on — The date and time when the report ran.

• Printed for — The user name — LastName, FirstName — of the person who ran the report.

In the report

Regular Labor:

• Full Time: Regular, full-time labor.
• Part Time: Regular, part-time labor.
• Total: All regular labor.

Supplemental Labor:

• Overtime: Total amount paid for overtime under paycodes A category of time or money that employees earn, for example, Regular Hours, Bonus, or Sick. that are designated as productive.
• Agency: Total number of agency hours that is attributed to labor under paycodes that are designated as productive.
• Internal Agency: Total number of internal agency hours that is attributed to labor under paycodes that are designated as productive.
• Per Diem: Supplemental per-diem labor.
• Pool: Supplemental pool labor.
• Extra Part Time: Supplemental part-time labor.
• Float-In: Supplemental float-in labor.
• Float-Out: Supplemental float-out labor that is already included in Regular Labor.
• Total: All supplemental labor.

Grand Total = Sum of Regular Labor and Supplemental Labor totals.

Pay Period End Date: The end date of the last pay period that is available for each work unit.

Reports calculate totals for higher levels of the work unit hierarchy based on the rolled-up value during the pay period of that work unit.

Example: Float-In and Float-Out totals for an employee who works in different departments must be within the same pay period ranges. Otherwise, the report excludes those totals.