Report R.11

User interface for R.11 report - comparison of tasks per user, is opened by clicking on the 'Reports' button on the toolbar and selecting the 'R.11 report' option. The user interface is divided into two parts. On the left is the search form, and on the right is the table with the search results.

Search form

The fields on the search form are 'Report type', 'Time period', 'Company', 'Monthly cost', 'Task type' and 'Assignee'.

  • 'Report type' - indicates the type of report and is selected from the drop-down menu. You can select 'Top 100 tasks finished' or 'Top 100 min avg time'.
  • 'Time period' - start and end date in which the task was completed. Dates are selected by clicking on the calendar icon to the right of the date entry field. The interval between the start and end dates must not exceed 31 days.
  • 'Company' - search by company name. The company is selected from the drop-down menu.
  • 'Monthly cost' - search by cost center. The cost center is selected via a drop-down menu.
  • 'Task type' - search by task type. The type is selected via a drop-down menu, as follows: 'Approve', 'TechValidity', 'TechInvalid', 'IndexData', 'Canceled', 'CheckBooks' (posting) or 'ConfirmPaperArch.' (confirmation of archiving in paper form)
  • 'Assignee' - select the user who completed the task. Clicking on this field will open a window in which we can select the user who completed the task. This window is described in the chapter selecting one user.

Below the search box are the 'Search' and 'Reset' buttons. The 'Search' button is used to start a search based on the data entered in the search form. Pressing the 'Reset' button deletes all data entered in the search form.

Search results

The result table shows the following data:

  • 'User' - the user who completed the tasks
  • 'Tasks finished' - number of completed tasks
  • 'Aug. task duration '- the average time in which the tasks were completed

Generate report files

Below the search form are two buttons: 'PDF' and 'Excel'. These buttons are used to generate reports on search results in PDF or Excel format, depending on which button the user clicked.

The reports you create contain data that is inside the search table.