Interactive Employee Reporting Overview

The Deltek Advantage Interactive Employee Reporting application gives you the power to design and generate customized Employee Labor Detail and Time Analysis reports.

You can display the reports using standard formatting options, so that they are identical to the standard employee reports, or you can choose from a wide spectrum of formatting options that control the content and appearance of the reports. These options include the ability to control:

•	The employees included in the report. For the Employee Labor Detail report, you can also select the projects, and the individual tasks within projects, to be included.

•	How data is sorted.

•	Which columns are included in the report, and the sequence in which they display.

•	Whether amounts appear at cost or billing rates.

•	Whether both labor hours and dollars appear on the report, or just labor hours.

•	Whether unposted time appears on the report.

•	Whether project data is rolled up to a base project number and/or base task number.

Instead of redesigning a report every time you want to generate it, you can save your favorite reports for future use. You can also save sets of reporting options and selection criteria.

Once you run a report and display it onscreen, you can drill down on certain amounts to see supporting transaction detail.

To use this application, your firm must have a SQL Server database or MSDE database. Interactive Employee Reporting does not work with an Access Jet database.

Where do you want to begin?

If you are new to Interactive Employee Reporting, we suggest you begin with these topics:

Start Interactive Employee Reporting

Employee Labor Detail Report

Time Analysis Report

Basic Steps for Creating a Report

Selecting Employees and Projects Overview

Specify Report Options

Favorite Reports Overview

Open a Report

Run a Report

If you have experience with Interactive Employee Reporting, or have used other Advantage interactive reporting applications, you may want to review these topics:

Employee Labor Detail Options

Employee Labor Detail Columns

Time Analysis Options

Time Analysis Columns


Start Interactive Employee Reporting

You can begin using Interactive Employee Reporting in any of these ways:

•	From within Deltek Advantage

•	From the Windows Start menu

•	From the Interactive Employee Reporting icon on your desktop

To start Interactive Employee Reporting:

1.	Select a method:

If you’re starting here:	Then you should do this:
From within Advantage	Select Reporting, Interactive Employee Reports from the main menu.
Desktop shortcut icon for  Advantage	Double-click on the icon.  Then select Reporting, Interactive Employee Reports from the main menu.
Windows Start Menu	Select Programs, Advantage 7.0, Interactive Employee  Reporting.
Advantage displays the Interactive Employee Reporting Login form.

2.	Enter your Advantage Interactive Employee Reporting username in the Username field.

3.	Enter your password in the Password field.

4.	Click the drop-down arrow in the Database field and select the database to which to connect. The default is Advantage Database. If this is the first time you are using Interactive Employee Reporting, you need to Link to a Database before continuing.

5.	Click OK. Advantage displays the Select Processing Periods dialog, which lists all of the processing periods that you have had since you began using Advantage.

6.	Click on the processing period for which you plan to generate reports.

7.	Click OK. Advantage displays the Select Report dialog.

8.	Open a report.


Link to a Database

If this is the first time you are using Interactive Employee Reporting, you must link to a  database.

To link to a database:

1.	After starting Advantage, click on the Settings… button. Interactive Employee Reporting displays the Database Settings form.

2.	In the Database Description field, enter a name to associate with the database link.

For example, enter Chicago if you are setting up a link to the Chicago office’s Interactive Employee Reporting database. Then, when you log on, you can choose Chicago from the login form, instead of choosing the more complicated link file name.

3.	In the Link File Name field, enter the name and path of your Database Link File, AdvLink.mdb (for example, C:\Programs\Deltek\Advantage\8.0\AdvLink.mdb).

4.	You can click on the Browse… button to help locate this file.


Labor Detail Report
Employee Labor Detail Report (Interactive Employee Reporting)

Project managers run this report to display labor information, including the regular, overtime, and total number of hours worked for each employee, labor code, task, and project. If your Interactive Employee Reporting security level lets you see labor dollars, the report also displays regular and overtime dollar amounts. To see labor transactions for only part of an accounting period, perhaps for a single timesheet period, you can select the labor posting runs to appear on the report.

See these topics for related information:

Employee Labor Detail Options

Employee Labor Detail Columns

Employee Labor Detail Sorting Options

Selecting Employees and Projects Overview


Time Analysis Report
Time Analysis Report (Interactive Employee Reporting)

How effectively are your employees are using their time?

The Time Analysis report lets you view employee time from several different angles by presenting comparisons of direct time, indirect time, and total time worked. Analyzing indirect time helps you monitor benefit hours (vacation, sick, holiday, and so on) and control non-billable time.

See Time Analysis Setup Maintenance for information about setup options that affect the Time Analysis report.

See these topics for related information:

Time Analysis Options

Time Analysis Columns

Time Analysis Sorting Options

Selecting Employees and Projects Overview


Toolbar Buttons

When you first open the Interactive Employee Reporting window, the window is empty. The buttons in the toolbar, across the top of the window, perform the following functions:

	Open Favorite button—shortcut for File, Favorites Click this button to select a favorite report format that you previously designed and saved.
	Open button—shortcut for File, Open Click this button to select a report type: Employee Labor Detail or Time Analysis.
	Print button—shortcut for File, Print Click this button to print the report.
	Options button—shortcut for Modify, Options Click this button to customize the report format. For example, you can roll up projects or tasks, select a time frame for the report, select the columns that appear on the report, or change column sequence.
	Run button—shortcut for File, Run Report Click this button to run the report and display it in the Employee Reporting window.
	Selection button—shortcut for Modify, Selection Click this button to specify which employees you want to include in your report. If you are running the Employee Labor Detail report, you can also select projects and tasks.
	Change Accounting Period button—shortcut for Modify, Change Period Click this button to select a different accounting period.
	Help button—shortcut for Help, Contents  Click this button to open the Help Contents window.

You can remove the toolbar by selecting Window, Toolbar. To turn the toolbar display back on, select Window, Toolbar again.


Basic Steps for Creating a Report

The following procedure presents the basic steps for creating employee reports. Each link within the procedure takes you to closely related procedural or conceptual information. You can perform these steps in almost any order.

To create a report:

1.	  Open the report that you want to create: Employee Labor Detail or Time Analysis.

2.	  Decide if you are using a favorite or not:

•	If you have saved a favorite report, you can use the favorite to apply your saved selection criteria, column selections, and formatting options. Select a favorite and go to step 7.

•	If you aren’t using a favorite report, go to step 3.

3.	  Select employees and/or select projects, or use an existing set of selection criteria to retrieve records.

See Selecting Employees and Projects Overview if you are not yet familiar with creating sets of selection criteria and using them to save time in creating reports.

4.	  Specify report options or use an existing set of saved options.

Report options determine the data that appears on the report and the formatting used to display the data. Each report has a set of standard options, which you can change.

5.	  Select and order columns.

Each report comes with a standard set of columns. You can override these defaults by selecting different columns or by changing their sequence.

6.	  Run the report. Advantage retrieves data and displays it on the report.

7.	Once you run the report, you can:

•	Drill down to display transaction detail.

•	Print the report.

Use Favorites to Save Time

When you create a report containing both selection criteria and reporting options that you would like to use again, you can create a favorite.

Later, when you open an existing favorite, Advantage selects the projects and tasks specified in the saved selection criteria, applies the reporting options you have established, and generates the report using current data.


Security for Interactive Employee Reporting

When you use Interactive Employee Reporting, your access to project data is controlled by your security privileges, which are established and maintained by your firm’s security administrator. There are two tabs in Security Maintenance that contain options affecting Interactive Employee Reporting:

Privileges Tab

Row Level Tab

Please consult your security administrator if you have questions about how these security settings affect the features to which you have access.


Security Settings on the Privileges Tab

The security administrator enters the following settings on the Privileges tab of the Security Maintenance form.

Interactive Employee Reporting

This security option determines whether or not you have access to the Interactive Employee Reporting application, whether you can see labor amounts on reports, and whether you can create and modify global selection criteria.

These are the possible settings:

Setting	What this means for you:
No Access	You do not have access to the Interactive Employee Reporting application.
General User	You can access the Interactive Employee Reporting application, set up report options, establish WHERE clauses, and run reports.
Hours Only (no labor amounts)	You can perform all of the functions of a general user with one exception—you cannot see any labor amounts, at cost rates or billing rates, even on summary lines.  This setting overrides the See Cost Rates option, if enabled. See Effects of Hours Only (no labor amounts) Security Setting for related information.
Hours Only (with billing amounts)	You can perform all of the functions of a general user but you cannot see any cost amounts. This setting overrides the See Cost Rates option, if enabled. See Effects of Hours Only (with billing amounts) Security Setting for related information.
Administrator	You can perform all of the functions of a general user. Additionally, you can set up global WHERE clauses to be used by all users with access to this application.


Effects of Hours Only (no labor amounts) Security Setting

If your security access for Interactive Employee Reporting is set to Hours Only (no labor amounts), then Advantage limits what you see on the reports.

Report Name	These columns would return a blank with this setting
Employee Labor Detail	Overtime Amount Overtime Rate Overtime 2 Amount Overtime 2 Rate Regular Amount Regular Rate Total Amount Total Overtime Amount
Report Name	These columns are not available for inclusion on the report with this setting
Time Analysis	Total Amount Direct Amount Indirect Amount Standard Amount all the ratios all the time analysis accounts


Effects of Hours Only (with billing amounts) Security Setting

If your security access for Interactive Employee Reporting is set to Hours Only (with billing amounts), then you can see billing amounts but not labor cost amounts on the reports. You cannot drill down on labor amounts. You cannot see labor cost budget amounts.


Security Settings on the Row Level Tab

The security administrator enters these settings on the Row Level tab of the Security Maintenance form to control your access to projects and tasks. These rules apply to row-level security:

•	Your access to a project can be based on the project’s principal, project manager, supervisor, or profit center. For example, you can have access to only those projects belonging to your own profit center or only those projects for which you are the principal, project manager, or supervisor.

•	You can generate reports for a project if you have the right to view/modify that project.

•	If the project has tasks and you have access to the main project number, you can generate a report for all of the tasks associated with that project.

•	If a project has tasks and you do not have access to the main project number, you can generate a report for only those tasks to which you have access.

•	When you use the Project Selection dialog, Interactive Employee Reporting finds and lists only those projects to which you have access.

See Cost Rates

If you have the privilege to see cost rates, you can see any dollar amounts that might appear on a report, including employee labor charges at cost. You may also use the File, Save As menu option when running a report at billing rates.

Note that your System Administrator can override the See Cost Rates option setting in Security Setup.

If you do not have the privilege to see cost rates, the dollar amounts that you can see depend upon the report that you are generating:

Report	If reporting at cost rates:	If reporting at billing rates:
Employee Labor Detail	The entire report shows labor hours, but not dollars	You can see all amounts
Time Analysis	The report shows labor hours, but not dollars	You can see all amounts


Favorite Reports Overview

When you create a report that contains selection criteria and reporting options that you would like to use again, consider making the report a favorite.

Once you’ve created a favorite, it is very easy to use—you simply click the Open Favorite toolbar button, then select the favorite you want. When you open a favorite, Advantage:

•	Selects the projects and tasks specified in the saved selection criteria.

•	Applies the reporting options you selected.

•	Generates the report using current data.

You can design and save multiple favorite formats for each of your reports.

What do you want to do?

Create a favorite report.

Use a favorite report.

Delete a favorite report.


Create a Favorite Report

Whenever you design a report format that you may want to use again, consider making it a favorite report.

Before You Begin

•	If you do not have a set of saved report options that you want to use, specify report options and save the set of options.

•	If you do not have a set of saved selection criteria that you want to use, select employees and/or select projects and tasks and save your selection criteria.

To create a favorite report:

1.	Click Open [image] to display the Select Report dialog and select the type of report you want to use, Employee Labor Detail or Time Analysis.

2.	From the drop-down list for the Saved Report Options field, select a set of saved report options.

3.	From the drop-down list for the Saved Selection Criteria field, select a set of saved selection criteria.

4.	Click Add to Favorites to display the Add to Favorites dialog.

5.	Enter a description for the favorite.

6.	Optional. If you are a system administrator, you can select the Save this globally (for all users) option to make the favorite available to all other users in your firm.

7.	Click Save.


Use a Favorite Report

To use a favorite report:

1.	Click Open Favorite [image] to display the Select Favorite form, which lists all favorites you have saved, plus any global favorites set up by your system administrator.

2.	Select a favorite and click Select. Advantage then:

•	Selects the projects and tasks specified in the saved selection criteria.

•	Applies the reporting options you selected.

•	Generates the report using current data.


Delete a Favorite Report

To delete a favorite report:

1.	Click Open Favorite [image] to display the Select Favorite form.

2.	Select a favorite and click Delete. Advantage displays a prompt asking you to confirm the deletion.

3.	Click Yes to confirm that you want to delete the favorite.


Selecting Employes and Projects Overview
Selecting Employees and Projects Overview

By default, Interactive Employee Reporting includes data for every employee record and project record in your firm’s database to which you have security access. You may decide, however, to report on only a subset of your employees and projects.

If your firm has a large amount of project data, it could also be true that you may not have the system resources needed to generate a report that includes all of your projects. You may have to report on subsets of your total project pool.

Selecting Employees

For both the Time Analysis report and the Employee Labor Detail report, you can select a set of employees or select a single employee.

In general, you select the records to be included, then retrieve them. See the following topics for more information and step-by-step procedures:

Select a Set of Employees

Retrieve Employees

Select and Retrieve a Single Employee

Selecting Projects and Tasks

For the Employee Labor Detail report, you can also select projects and tasks. Use one of two tabs on the Project Selection dialog:

•	Selection Tab—In almost all cases, you’ll want to use the Selection tab to select either a set of projects and tasks or a single project. Behind the scenes, Advantage uses the selection criteria you enter to create its own SQL WHERE clause. You can review this WHERE clause by switching to the SQL Select tab.

•	SQL Select Tab—In rare instances, you may want to create a SQL WHERE clause on the SQL Select tab to select projects and tasks. Creating a WHERE clause allows you to use more complex criteria for selecting projects, but can be difficult for some users to do. In most firms, a system administrator creates WHERE clauses for all other users.

In general, you select the records to be included, then retrieve them. See the following topics for more information and step-by-step procedures:

Select a Set of Projects (Selection Tab)

Select a Set of Projects (SQL Select Tab)

Retrieve Projects

Select and Retrieve a Single Project

Saving Selection Criteria

You can also save sets of selection criteria.  When you save employee selection criteria, you can retrieve the set of selection criteria when you open the report. When you save project selection criteria, you must first open the report, then use the Project Selection dialog to retrieve the saved project selection criteria.

See the following topics for more information and step-by-step procedures:

Save Selection Criteria

Use Saved Selection Criteria

Modify Saved Selection Criteria

Delete Saved Selection Criteria

Create a SQL WHERE Clause


Select a Set of Employees

By default, when you open a report, Interactive Employee Reporting includes every employee in your firm’s database. You may decide, however, to report on a set of employees or a single employee.

To select a set of employees:

1.	Open the report.

2.	Click Selection [image] or select Modify, Selection from the menu.

•	If you opened the Employee Labor Detail report, Advantage displays both selection dialogs, with the Employee Selection dialog layered over the Project Selection dialog.

•	If you opened the Time Analysis report, Advantage displays only the Employee Selection dialog.

3.	Select the first column on which you want to base your selection.

4.	Select the values that you want to include in the report.

5.	Review and modify the resulting list of values.

6.	To add more selection criteria, repeat steps 3 through 5. Interactive Employee Reporting combines all criteria you specify.

7.	Retrieve your employees.


Retrieve Employees

Once you have selected employees, use the following steps to retrieve and further refine the employee data selected for your report.

To retrieve data:

1.	On the Employee Selection dialog, click Search to retrieve a list of all employees who meet your selection criteria. These employees appear in the Employees Selected pane at the bottom of the dialog.

On the dialog you can also see the number of employees from your total pool of employees.

2.	Optional. Save your selection criteria.

3.	Optional. To refine your selection further, select employees from the Employees Selected pane. If you do not select individual employees on the pane, Interactive Employee Reporting generates the report using data for all of the employees listed.

4.	Your next action depends on which report you are working with.

•	Time Analysis report—Click Accept to make the selected employees the current selection.

•	Employee Labor Detail report—Click the Project Selection dialog. Either select projects or simply click Accept on the Project Selection dialog to run the report with all projects included.

Important!  The values you select will not take effect until you click the Accept button on both the Employee Selection dialog and the Project Selection dialog.

What do you want to do?

Save the selection criteria.

Clear selection criteria or restore system defaults.

Open a report.

Specify report options.

Run a report.


Select a Single Employee
Select and Retrieve a Single Employee

Perform the following steps to select data for a single employee. Once you select the employee record, it becomes your current selection, meaning that you can open and run additional reports for it.

To select just one employee:

You may either follow the directions below to open a report and then select an employee, or you may do the opposite—select an employee, then open a report.

1.	Open the report you want to create.

2.	Click Selection [image] or select Modify, Selection from the menu.

•	If you opened the Employee Labor Detail report, Advantage displays both selection dialogs, with the Employee Selection dialog layered over the Project Selection dialog.

•	If you opened the Time Analysis report, Advantage displays only the Employee Selection dialog.

3.	Enter the employee number in the Employee field.

If you don’t know the employee number, double-click in the Employee field to display the Employee Lookup List dialog. See Using the Employee Lookup List for more information.

4.	Your next action depends on which report you are working with.

•	Time Analysis report—Click Accept to make the selected employee the current selection.

•	Employee Labor Detail report—Click the Project Selection dialog. Either select projects or simply click Accept on the Project Selection dialog to run the report with all projects included.

Important!  The values you select will not take effect until you click the Accept button on both the Employee Selection dialog and the Project Selection dialog.

What do you want to do?

Save the selection criteria.

Clear selection criteria or restore system defaults.

Open a report.

Specify report options.

Run a report.


Select a Set of Projects (Selection Tab)

For the Employee Labor Detail report, you can select projects as well as employees.

Use the Selection tab on the Project Selection dialog to specify the projects and tasks from which data is drawn for a report, or to select a single project.

You can select projects based on:

•	principal

•	project manager

•	project status

•	revenue type

•	profit center

•	individual profit center levels

•	sort/select codes

•	other project-based fields

On this tab, you also see any custom labels your firm has established.

To select a set of projects or tasks:

1.	Open the report.

2.	Click Selection [image] or select Modify, Selection from the menu to display the Project Selection dialog. The Selection tab displays on top.

3.	Optional. On the Selection tab, click the Selection based on task values option if you want to make selections based on information stored at the task level.

4.	Select the first column on which you want to base your project/task selection.

5.	Select the values to include in the report.

6.	Review and modify the resulting list of values.

7.	To add more selection criteria, repeat steps 3 through 6. Interactive Employee Reporting combines all criteria you specify.

For example, you can search for projects that belong to Project Managers Apple and Cohen AND for projects with revenue type B. Interactive Employee Reporting will select only those projects that meet all of the criteria specified.

8.	Retrieve your projects.


Select a Set of Projects (SQL Select Tab)

For the Employee Labor Detail report, you can select projects as well as employees.

We generally recommend that you use the Selection tab to select a group of projects or tasks.

However, if you want to use more complex selection criteria, you can create your own SQL WHERE clause to query the database and find projects. The WHERE clause defines the information that you want to retrieve, and the database tables and columns that you want to query. Interactive Employee Reporting searches the database tables for all projects that meet your criteria, and from that set retrieves those projects to which you have security access.

On this tab, you see any custom labels your firm has established. Additionally, the SQL Select tab includes any text fields, numeric fields, and date fields designated through Sort/Select Setup.

Before You Begin

If you are not familiar with WHERE clauses, see WHERE Clause Overview and Commonly Used WHERE Clauses before you begin.

If you feel comfortable creating WHERE clauses, see Data Sources for shortcut information.

To build your own WHERE clause:

1.	Click Selection [image] or select Modify, Selection to display the Project Selection dialog.

2.	Click the SQL Select tab. Once you click this tab, Advantage ignores any entries you have made on the Selection tab.

3.	Select Project Based or Task Based as the source of the data.

4.	From the Search By drop-down list, select the column that you want queried

For example, if you are searching for a particular client’s projects, select the Client Name or Client Number column.

5.	From the Operator drop-down list, select the appropriate operator.

6.	Enter the value(s) against which the query is to search the database.

Note that special instructions apply to the LIKE operator and IN operator.

7.	Click Add to WHERE to add the selection criteria to the WHERE clause. As you add criteria to the WHERE clause, you can see it being built in the text box in the middle section of the form.

8.	Optional. To add more selection criteria to the WHERE clause, add the logical operator AND or OR to your WHERE clause, then repeat steps 4 through 7, as appropriate.

9.	Retrieve your projects.


Retrieve Projects

Once you have selected projects, use the following steps to retrieve and further refine the data selected for your report.

To retrieve data:

1.	On the Project Selection dialog, click Search to retrieve a list of all projects that meet your selection criteria. These projects appear in the Projects/Tasks Selected pane at the bottom of the dialog.

On the dialog you can also see the number of projects and tasks selected from your total pool of projects and tasks.

2.	Optional. Save your selection criteria.

3.	Optional. To refine your selection further, select the projects you want from the Projects/Tasks Selected pane. If you do not select individual projects, Interactive Employee Reporting generates the report using all of the projects listed.

4.	Optional. You can also select individual tasks from each project.

If a project has a task list, a right-pointing arrow appears to the right of that project. When you first select the project, Interactive Employee Reporting selects all tasks for that project. However, you can select only the tasks you want to see in the report.

5.	Click Accept to make the selected projects and tasks the current selection.

6.	If you have not yet done so, select employees or simply click Accept on the Employee Selection dialog to run the report with all employees included.

Important!  The values you select will not take effect until you click the Accept button on both the Employee Selection dialog and the Project Selection dialog.

What do you want to do?

Save the selection criteria.

Clear selection criteria or restore system defaults.

Open a report.

Specify report options.

Run a report.


Select a Single Project
Select and Retrieve a Single Project

For the Employee Labor Detail report, you can select projects as well as employees.

Perform the following steps to select data from a single project and its tasks. Once you select the project, it becomes your current selection, meaning that you can open and run additional reports for it.

To select just one project:

You may either follow the directions below to open a report and then select a project, or you may do the opposite—select a project, then open a report.

1.	Open the report you want to create.

2.	Click Selection [image] or select Modify, Selection from the menu to display the Selection tab of the Project Selection form.

3.	Enter the project number in the Project field.

If you don’t know the project number, double-click in the Project field to display the Project Lookup List dialog. See Using the Project Lookup List for more information.

4.	Click Accept.

5.	If you have not yet done so, select employees or simply click Accept on the Employee  Selection dialog to run the report with all employees included.

Important!  The values you select will not take effect until you click the Accept button on both the Employee Selection dialog and the Project Selection dialog.

What do you want to do?

Save the selection criteria.

Clear selection criteria or restore system defaults.

Open a report.

Specify report options.

Run a report.


Save Selection Criteria

Once you have selected employee and/or project records, you can use the following procedure to save your selection criteria for use in future reporting sessions.

Advantage saves selection criteria under your Advantage username, not on your workstation. You can use saved selection criteria no matter which of your firm’s computers you are using, as long as you log on under your Advantage username.

To save selection criteria:

1.	Click Save on the Employee Selection dialog or the Project Selection dialog.

2.	In the New Selection Name field, enter a name for the set of selection criteria. This is the name you will select later from the drop-down list for the Saved Selection Criteria option, when you want to use this set of saved criteria.

3.	Optional. To re-use an existing name, display the drop-down list of saved criteria. Select the name you would like to re-use and confirm that you want to use it. The new criteria replace the old criteria stored under that name.

4.	If you are a system administrator, you can click the Save this globally (for all users) option to make the selection criteria available to all other users in your firm.

5.	Click Save.

When you save employee selection criteria, you can retrieve the set of selection criteria when you open the report. When you save project selection criteria, you must first open the report, then use the Project Selection dialog to retrieve the saved project selection criteria. See Use Saved Selection Criteria for the procedure you’ll use to apply the saved criteria.


Save Selection Criteria Globally

A system administrator can save selection criteria globally, so that it is available to all other users in the firm. You must have a system administrator’s level of security to save selection criteria globally.

Once a set of selection criteria is saved globally, its name (for example, <G> Chicago) appears in the Saved Selection Criteria drop-down list on the Employee Selection and Project Selection dialogs.


Use Saved Selection Criteria

Once you’ve saved a set of selection criteria, the way you apply the saved set depends on which type of selection criteria you’re applying.

Employee Selections

•	Select the saved criteria when you open a report on the Select Report dialog, or

•	Open a report and then select the set of saved criteria on the Employee Selection dialog using the procedure outlined below.

Project Selections

•	Open the report, then select the set of saved criteria on the Project Selection dialog using the procedure outlined below.

If your system administrator has saved selection criteria globally, you can also use those sets. Names for globally available sets of selection criteria are marked <G> and are available to all employees using Interactive Employee Reporting.

To use saved selection criteria:

1.	Click Selection [image] or select Modify, Selection from the menu.

•	For the Employee Labor Detail report, Advantage displays both selection dialogs, with the Employee Selection dialog layered over the Project Selection dialog.

•	For the Time Analysis report, Advantage displays the Employee Selection dialog, only.

2.	From the Saved Selection Criteria drop-down list on either dialog, select the criteria you want to use.


Modify Saved Selection Criteria

To modify a set of saved selection criteria:

1.	From the drop-down list for the Saved Selection Criteria option on the Employee Selection dialog or Project Selection dialog, select the set of saved selection criteria that you want to modify. The selection criteria display on the form.

2.	Make all necessary changes.

3.	Click Save.

4.	From the drop-down list, select the name you would like to re-use and confirm that you want to use it. The new criteria replace the old criteria stored under that name.

If you want to save both the old and new versions of the selection criteria, give a new name to the new version. The old version will remain in Advantage under its original name.

5.	Optional. If you are a system administrator, select the Save this globally (for all users) option to make the selection criteria available to all other users in your firm.

6.	Click Save.


Delete Saved Selection Criteria

To delete saved selection criteria:

1.	From the drop-down list for the Saved Selection Criteria option on the Employee Selection dialog or Project Selection dialog, select the set of saved selection criteria that you want to delete. The selection criteria display on the form.

2.	Click Delete. Advantage displays a prompt asking you to confirm that you want to delete the selection criteria.

3.	Click Yes to confirm the deletion.

The selection criteria still appear on the form. However, the criteria are no longer saved, and the saved set name no longer appears in the Saved Selection Criteria drop-down list.

4.	Click Clear to remove the selection criteria from the form.


WHERE Clause Overview

A WHERE clause is part of a Structured Query Language (SQL) query, which Interactive Employee Reporting uses to retrieve information from the database. A WHERE clause contains the criteria that you want used for selecting the projects that appear in a report.

You can build a WHERE clause in either of two ways:

•	By choosing selection criteria and having Interactive Employee Reporting automatically build the WHERE clause for you, behind the scenes. You do this on the Selection tab of the Project Selection form. This is the standard way to create a WHERE clause.

•	By building the WHERE clause yourself. You do this on the SQL Select tab of the Project Selection form. This option lets you create more complex WHERE clauses than those that Interactive Employee Reporting creates for you. This process is somewhat complicated, but lets you make very specific project choices.

Syntax

A WHERE clause uses the following syntax:

[table.alias.column name] [operator] [value] [AND/OR]

•	Table.alias.column name is the data source. It specifies the database table and column to search.

•	Operator and value specify the condition being evaluated. For example, if you are querying the database for all projects for the project manager Apple, the WHERE clause uses the operator LIKE and the value APPLE. That is, to find all project manager names that are "like Apple":

(PROJ.prProjMgr LIKE ‘APPLE%’)

Note that the WHERE clause contains the % wildcard. You can place this anywhere in the value.

If you want to add another condition to the WHERE clause, you need to use a logical operator, AND or OR. For example, the following WHERE clause looks for "all projects where the project manager is Apple OR all tasks where the project manager is Apple":

(PROJ.prProjMgr LIKE ‘APPLE%’)

OR (TASK.prProjMgr LIKE ‘APPLE%’)


Commonly Used WHERE Clauses

To get you started creating WHERE clauses, we have compiled a list of examples.

Purpose:	Select projects that have a project name that starts with Gen.
Clause:	(PROJ.prName LIKE ‘Gen%’)
Purpose:	Select projects for the client name Smith.
Clause:	(PROJ_CL.clName=’Smith’)
Purpose:	Select projects that have a status of A, for Active.
Clause:	(PROJ.prStatus=’A’)
Purpose:	Select projects that have a client contact at the task level that starts with the letter A.
Clause:	(TASK_CL.clContact LIKE ‘A%’)
Purpose:	Select projects that have a project type at the task level of H (overhead) or P (promotional).
Clause:	(TASK.prType IN (‘H’,’P’))
Purpose:	Select projects that have a revenue type at the task level of B.
Clause:	(TASK.prRevType<>’B’)
Purpose:	Select projects that have a project manager name at the task level that starts with the letters Apple.
Clause:	(TASK_MGR.emLastName+’,’+TASK-MGR.emFirstName LIKE ‘APPLE%’)
Purpose:	Select projects that have a project manager at the task level whose name includes the letters Alli.
Clause:	(TASK_MGR.emLastName+’,’+TASK-MGR.emFirstName LIKE ‘%alli%’)
Purpose:	Select projects that have a start date at the project level that is after January 1, 1999.
Clause:	(TASK.prStartDate>’01/01/99’)


Data Source
Data Sources

If you are familiar with WHERE clauses and the Interactive Employee Reporting database, you may want to type a WHERE clause directly into the text box on the SQL Select tab.

If you do, you need to prefix each column name with a table alias. Note that the WHERE clause can reference columns in the Project, Client, and Employee tables only.

Table Alias	Description
PROJ.	Project information from the Project table
TASK.	Task information from the Project table
PROJ_CL.	Client information from the Client table, associated with projects
TASK_CL.	Client information from the Client table, associated with tasks
PROJ_MGR.	Project manager information from the Employee table, associated with projects
TASK_MGR.	Project manager information from the Employee table, associated with tasks
PROJ_PRINCIPAL.	Principal information from the Employee table, associated with projects
TASK_PRINCIPAL.	Principal information from the Employee table, associated with tasks
Once you have referenced the correct table, you can select from the column names. These are the same column names that appear on the Project Search form.

Column Name	Table Alias	Description
prName	PROJ or TASK	Project or task name
prProject	PROJ or TASK	Project or task number
clName	PROJ_CL	Client name
prClient	PROJ	Client number
clContact	PROJ_CL	Client contact
prType	PROJ. or TASK	Project or task type
emLastName + ‘,’+ em.FirstName	PROJ_PRINCIPAL. or TASK_PRINCIPAL	Principal name
emLastName + ‘,’+ em.FirstName	PROJ_MGR or TASK_MGR	Project manager name
prStatus	PROJ or TASK	Project or task status
prProfCtr	PROJ or TASK	Profit center
Substring (prProfCtr,1,2)	PROJ or TASK	Profit center level 1
Substring (prProfCtr,3,2)	PROJ or TASK	Profit center level 2
Substring (prProfCtr,5,2)	PROJ or TASK	Profit center level 3
Substring (prProfCtr,7,2)	PROJ or TASK	Profit center level 4
prStartDate	PROJ or TASK	Start date
prEndDate	PROJ or TASK	End date
prRevType	PROJ or TASK	Revenue type
prSelect1 to prSelect15	PROJ or TASK	Select codes 1 to 15, which select based on character strings
prSelect16 to prSelect25	PROJ or TASK	Select codes 16 to 25, which select based on numeric values
prSelect26 to prSelect30	PROJ or TASK	Select codes 26 to 30, which select based on dates


Comparative Operators

Use comparative operators to select projects based on numeric or character values. For example, the following WHERE clause, in which the comparative operator is > (greater than), searches for all projects where the project number is greater that 97000.00:

(PROJ.prProject>’97000.00’)

WHERE clauses are not case-sensitive. For example, you can enter APPLE or apple or Apple as a value, and the WHERE clause will find any variation of that name.

You can use the following comparative operators when creating a WHERE clause in Interactive Employee Reporting:

Operator	Meaning
=	Is equal to
NOT=	Is not equal to
>=	Is greater than or equal to
<=	Is less than or equal to
<	Is less than
>	Is greater than
LIKE	Compares a string of characters.  Wildcard characters % and _ are allowed. See LIKE Operator.
IN	Is equal to any of a series of values. See IN Operator.


LIKE Operator

When you use the LIKE operator, you can use wildcard characters rather than type the entire value. You can use these wildcards:

•	% retrieves a string of zero or more characters of any value.

•	_ retrieves a single character of any value.

Example 1

If you want projects and tasks for all client names starting with CH, you can enter CH% in the Value field. The WHERE clause retrieves all projects whose client name begins with CH.

Example 2

To retrieve all projects whose project manager name contains the string AN, enter %AN for the Value.

Example 3

In the following WHERE clause, LIKE ‘app%’ searches for all projects where the project manager’s name starts with the letters App:

(PROJ.prProjMgr LIKE ‘app%’)


IN Operator

Use the IN operator when you are looking for information contained in a group of values. For example, if you are searching for only overhead and promotional jobs (types H and P), you can use the syntax:

(PROJ.prType IN H,P)

instead of:

(PROJ.prType=’H’) OR (PROJpr.Type=’P’)


Logical Operators
Logical Operators (AND, OR)

The logical operators AND and OR combine multiple conditions in a WHERE clause.

Example 1

For example, you can query for all projects WHERE the project manager is LIKE Apple AND the client number is 1234:

(PROJ.prProjMgr LIKE ‘APPLE%’)

AND (PROJ.prClient=’1234’)

This clause retrieves all projects for client 1234 for which Apple is the project manager.

Example 2

The following WHERE clause retrieves all tasks for projects that have Apple as the manager of the project, and any other specific tasks that have Apple as the manager of the task:

(PROJ.prProjMgr LIKE ‘APPLE%’)

OR (TASK.prProjMgr LIKE ‘APPLE%’)


Open a Report

When you open a report, you select the type of report that you want to create, Employee Labor Detail or Time Analysis. You can also use the Select Report dialog to select a corresponding set of saved report options and/or a set of saved selection criteria.

You can open multiple reports at the same time.

To open a report:

1.	Click Open [image] or select File, Open.

2.	Click on the report that you want:  Employee Labor Detail or Time Analysis.

3.	Optional. From the drop-down list for the Saved Report Options field, select a set of saved report options.

4.	Optional. From the drop-down list for the Saved Selection Criteria field, select a set of saved selection criteria.

5.	Click Select.

What do you want to do?

If you did not select a set of saved report options, you can specify report options before running or printing the report.

If you did not select a set of selection criteria, you can restrict the data displayed on the report by selecting employees and/or selecting projects and tasks before running or printing the report.

Run the report.

Print the report.


Open Multiple Reports

You can have as many reports open at a time as your system can support. When you open multiple reports, each report opens in a new window. Opening a new report does not close an existing report. The toolbar buttons and menu commands affect only the report in the active window. See Onscreen Display Options if you are interested in changing how multiple reports display (for example, to layer or cascade them).

When you have two or more reports open, all the reports have access to the current selection of records only.

Before you run any reports, you have the option of selecting a set of employees and/or a set of projects and tasks:

•	If you do not select a set of employees and/or projects and tasks, your current selection consists of all records to which you have security access.

•	If you do select a set of employees or select projects and tasks, this set becomes the current selection.

You can run as many reports as you wish based on the current selection.

Changing the Current Selection

If you change the current selection, keep these things in mind:

•	The data changes on only your topmost report, which Interactive Employee Reporting reruns automatically.

To see the new data on any other report currently open, you must rerun that report by clicking the report to make it the active (topmost) report, then clicking Run [image].

•	You cannot drill down on a report to see supporting transaction detail unless you have run the report using the current selection. If you try to do so, Advantage displays the following message:

You must rerun this report before drilling down.

•	You can create a current selection even if you have no reports open. Interactive Employee Reporting uses the selected projects and tasks in all reports that you go on to generate, until you select another set of projects and tasks.


Run a Report

Before running a report, you must open the report.

To run the current report:

Click Run [image] or select File, Run from the menu.

When you run a report, Interactive Employee Reporting includes the current selection of records in the report.

Refreshes vs. reruns

When you change certain options, Interactive Employee Reporting automatically refreshes the current report, meaning that it redisplays the report using the new options.

When you change other options, however, Interactive Employee Reporting reruns the report, meaning that it queries your database for the new information. Because this process may take some time, it is good to know the circumstances under which Interactive Employee Reporting automatically reruns a report. IER reruns a report when you:

•	Click Accept on the Employee Selection dialog or, if you are running the Employee Labor Detail report, when you click Accept on both the Employee Selection dialog and the Project Selection dialog.

•	Change the time period represented on the report.

•	Change the Billing Rates or Unposted Timesheets options.

•	Change the Posting Runs options.


Onscreen Display Options

Because Interactive Employee Reporting lets you open multiple reports at the same time, and because it lets you create very large reports, it comes with a set of tools to help you manage how the reports display on your screen.

Select Window from the menu to display the following options for working with multiple reports:

Menu Option	Purpose
Vertical	Displays the reports side by side.
Horizontal	Displays the reports one above the next.
Layer	Displays the top-most report with all other reports hidden behind it. Use the Windows minimize and maximize buttons to hide and reveal the reports.
Cascade	Displays the reports staggered on the screen, if you have more than one report open.
Zoom	Lets you control the size of all of the reports displayed. Enter a percentage to expand or shrink the reports. For example, enter 50 to show the reports at half their normal size.
Toolbar	Controls whether or not the toolbar buttons appear on the screen.
Report List	Displays a list of all open reports. By default, a checkmark appears next to the active (most recently run) report. You can click on another report to make it the active report (and move the checkmark on the list). Interactive Employee Reporting automatically updates the active report when you change the current selection.


Drill Down for Detail

On the Time Analysis report, you can drill down to display supporting transaction detail in a separate window. For example, when you drill down on labor hours, the drill down window displays employee numbers, names, dates, total hours, regular hours, and overtime hours, but no labor dollars.

The numbers on which you can drill down appear in light blue (or red if the amounts are negative). When the pointer is on these amounts, it changes to the magnifying glass shape. You can then click to view the supporting transaction detail. If you roll up projects and/or tasks in the report, the supporting detail in the drill down reflects the roll up.

The transaction detail you can see depends upon the security settings your system administrator has set up for you. See Security for Interactive Employee Reporting for information.

If you changed the current selection after running the report, you need to run the report again before you can drill down.

Transfer Indicator

A transfer indicator, T, beside a transaction on a drill down report signifies that an amount has been transferred from one project to another in Interactive Billing.

To drill down for detail:

1.	Position the pointer on the number for which you want to see supporting detail.

 When you can drill down on an number, the pointer changes to the magnifying glass shape.

2.	Click on the number to display the drill down window.

3.	Optional. Click Print [image] to print the contents of the drill down window.

4.	Click Close [image] to close the drill down window.


Print a Report

Before printing a report, you can change the print settings for the margins, orientation, and number and size of copies printed.

To print the current report:

Click Print [image] or select File, Print from the menu.


Change Print Settings

Print settings determine the margins, orientation, and size of the printed report, and the number of copies printed. If you save a set of report options, print settings are included in the saved set.

To change the print settings for the current report:

1.	Click Options [image] or select Modify, Options from the menu.

2.	Click the Print Settings tab.

3.	Change the print settings:

Print Setting	To Change the Setting:
Margins	Enter the amount of space you want for the top, bottom, left, and right margins.
Orientation	Select one of the following settings: • Portrait—to print across the width of a page (8-1/2 x 11). • Landscape—to print across the length of a page (11 x 8-1/2).
Copies	Enter the number of copies you want printed.
Zoom	To change the size of the report, enter a new percentage. For example, enter 75 to shrink the report to 75% of its normal size.
4.	Click OK.

5.	Click Print [image] to print the report.


Close a Report

To close the current report:

Select File, Close from the menu.

Current Selection

Closing a report removes it from the active window. You still have access to the current selection. You can select and run another report using the current selection, or specify a new selection for the next report.


Specify Report Options

Report options determine how information is displayed on the report, how the data is sorted,  which columns are included, and how the report is printed. Interactive Employee Reporting has default settings for all reports. You can change these default settings, and you can save sets of report options.

To change the report options for the current report:

1.	Open a report: Employee Labor Detail or Time Analysis.

2.	Click Options [image] or select Modify, Options from the menu.

3.	Click on the appropriate tab and select options:

•	Options tab settings determine which information is displayed in the report. The options available vary from report to report. See these topics:

Employee Labor Detail Options

Time Analysis Options

•	Sorting tab settings determine the sequence in which data is displayed on the report. Sorting options available vary from report to report, as do the defaults. See these topics:

Sort Data

Employee Labor Detail Sorting Options

Time Analysis Sorting Options

•	Column Selection tab settings determine which columns appear in the report and the order in which they appear. See these topics:

Select and Order the Columns

Employee Labor Detail Columns

Time Analysis Columns

•	Print Settings tab options let you determine the report’s margins, orientation, and number of copies printed. See Change Print Settings.

4.	Click OK to accept the settings on all tabs.

5.	Optional. Save your settings for future use.

6.	Optional. If you change your mind about the options you have selected, you can restore the default values on all options tabs.


Labor Detail Report Options
Employee Labor Detail Options

For a Employee Labor Detail report, you can specify the following options:

•	Roll up the base project number.

•	Roll up the base task number.

•	Display amounts at either cost or billing rates.

•	Include unposted timesheet detail on the report.

•	Show the comments posted with the labor detail.

•	Show all billing statuses on drill down.

•	Display only hours worked, or both hours and labor dollars.

•	Specify the time frame for which you want labor detail.

•	Select the labor posting runs to include.

To select options:

1.	Open the Employee Labor Detail report.

2.	Click Options [image] or select Modify, Options from the menu.

3.	Select options.

4.	Click OK to accept the settings.

Related Options

Additionally, you can select:

Employee Labor Detail Columns

Employee Labor Detail Sorting Options

Printing Options


Time Analysis Report Options
Time Analysis Options

See Time Analysis Setup Maintenance for information about setup options that affect the Time Analysis report.

For a Time Analysis report, you can specify the following options:

•	Roll up the base project number

•	Roll up the base task number

•	Show all billing statuses on drill down

•	Round detail to whole hours and amounts

•	Labor posting runs to include

•	Select the time frame

•	Specify the standard hours calculation

To select options:

1.	Open the Time Analysis report.

2.	Click Options [image] or select Modify, Options from the menu.

3.	Select options.

4.	Click OK to accept the settings.

Related Options

Additionally, you can select:

Time Analysis Columns

Time Analysis Sorting Options

Printing Options


Sort Data

The Sorting tab determines how the report information is sorted.

When you run the report, you can sort by any of the columns displayed, for up to six sorting levels. The lowest level of the sort has the most detailed information. For example, if you sort by client, then by project, and then by task, the task level will have the most detailed information.

The sorting criteria vary, according to report type:

Employee Labor Detail Sorting Options

Time Analysis Sorting Options

To select sorting options:

1.	Open a report.

2.	Click Options [image] or select Modify, Options from the menu.

3.	Click the Sorting tab.

4.	Drag a sort criterion from the Available list box to the Selected list box.

5.	Sort by moving columns up or down within the Selected list box. Click on the column you want to reposition and drag it to the new location.

The sequence in which you include sort options in the Selected list box determines how Advantage handles multiple sorts. The lowest level of the sort has the most detailed information.

6.	Select the Source of the information for each sort criterion.

7.	Optional. For each sorting level, you can also specify a page break, the line style used to separate values within a sort band, and the color of the sort band.

8.	Click OK to confirm the changes you’ve made.

Custom Labels and User-defined Fields

If any custom labels have been specified for your firm through system setup utilities, those labels will be available for sorting and selecting data on the Sorting tab. You might see custom labels for project principal, project manager, profit center levels, and labor code levels. For example, if your firm has set up the custom labels "Project Director" and "Task Director," then those labels will appear in place of the Principal and Project Manager labels on the Sorting tab.

Interactive Employee Reporting also makes available any user-defined text fields, numeric fields, and date fields set up for your firm.


Labor Detail Sorting Options
Employee Labor Detail Sorting Options

Use the Sorting tab to choose the sequence in which data is displayed on the Employee Labor Detail report. When you run the report, you can sort by any of the columns displayed, for up to six sorting levels.

Default Sort Criteria	Available Sort Criteria
Employee	Department
Project	Phase
Task	Staff
	Employee Name
	Project Name
	Client
	Client Name
	Principal
	Project Manager
	Supervisor
	Employee Profit Center
	Employee Office
	Employee Discipline
	Project Profit Center
	Project Office
	Project Discipline
	Employee Type
	Project Type
	Revenue Method
	Status (A/I/D/T)
	Staff Level
	Affilliations
	Department
	Last Raise Amt
	Last Raise Date
	Birthday


Time Analysis Sorting Options

Use the Sorting tab to choose the sequence in which data is displayed on the Time Analysis report. When you run the report, you can sort by any of the columns displayed, for up to six sorting levels.

Default Sort Criteria	Available Sort Criteria
Employee	Employee Name
	Project
	Task
	Project Name
	Client
	Client Name
	Principal
	Project Manager
	Supervisor
	Profit Center
	Office
	Discipline
	Employee Type
	Project Type
	Revenue Method
	Status (A/I/T)
	Staff Level
	Affilliations
	Department
	Last Raise Amt
	Last Raise Date
	Birthday


Select and Order the Columns

When you run a report, Interactive Employee Reporting creates the report using a default set of columns. You can change the columns that appear in the report, and the order in which they appear. If you save a set of report options, the columns and column sequence that you specify are included in the saved set.

To select and order columns in the current report:

1.	Open a report.

2.	Click Options [image] or select Modify, Options from the menu.

3.	Click the Column Selection tab. Two list boxes appear:

•	The Selected list box displays the names of the columns that will be displayed in the report, in the order in which they will appear.

•	The Available list box displays the names of the columns that are not selected to appear in the report.

4.	Move and arrange columns:

•	To move a column name from one list box to the other, click the name and drag it to the other list box.

•	To change the order of columns in the Selected list box, click the column name you want to reposition, then drag it to its new position.

As you drag the column name, an arrow on the left side of the list box shows your current position in the list. When the arrow is pointing to where you want the column name to appear, release the mouse button.

5.	Click OK to accept the settings on all tabs.

6.	Optional. Save the report options if you expect to use this column arrangement again.

Column Descriptions

For descriptions of the columns available in each report, see the following topics:

Employee Labor Detail Columns

Time Analysis Columns

Custom Labels for Columns

On the Column Selection tab, Interactive Employee Reporting makes available for sorting and selecting purposes any user-defined text fields, numeric fields, and date fields established for your firm through the Sort/Select setup utility. Any existing custom labels are also displayed on the Column Selection tab, including your firm’s labels for principal, project manager, profit center levels, and labor code levels.

Remove the Instruction Panel

Select Do not display this message to remove the instruction panel from the dialog box. The instruction panel provides information for first-time users. Removing the instruction panel means that you will not see it again when you come back into this dialog box. Do not turn off the message unless you are sure you don’t need it.


Labor Detail Columns
Employee Labor Detail Columns

The following columns are available for the Employee Labor Detail report. When you run a report, you can include whatever columns you want, in whatever order you want to see them. See Select and Order the Columns.

If a column name is shaded on the form, you do not have the security level required to access the information in that column. If your security settings do not allow you to see cost amounts, you will not be able to select amount columns. See your system administrator if you have questions.

Columns that Appear by Default	Columns Available for Inclusion
Labor Code	Regular Rate
Date	Overtime Rate
Fiscal Period	Overtime Percent
Regular Hours	Employee Profit Center
Overtime Hours	Employee Type
Total Hours	Employee Class
Regular Amount	Transaction Type
Overtime Amount	Transfer Project
Total Amount	Transfer Task
	Transfer Labor Code
	Posting Sequence


Time Analysis Columns

The following columns are available for the Time Analysis report. When you run a report, you can include whatever columns you want, in whatever order you want to see them. See Select and Order the Columns.

If a column name is shaded on the form, you do not have the security level required to access the information in that column. If your security settings do not allow you to see cost amounts, you will not be able to select amount columns. See your system administrator if you have questions.

See Time Analysis Setup Maintenance for information about setup options that affect the Time Analysis report.

Columns that Appear by Default	Columns Available for Inclusion
Total Hours	Standard Hours
Direct Hours	Dir/Std Hours Ratio
Indirect Hours	Dir/(Std-Ben) Hrs Ratio
Dir/Tot Hours Ratio	Total Amount
Dir/(Tot-Ben) Hrs Ratio	Direct Amount
Target Hours Ratio	Indirect Amount
Vac Hrs	Standard Amount
Sick Hrs	Dir/Tot Amount Ratio
Hol Hrs	Dir/(Tot-Ben) Amt Ratio
B. Dv Hrs	Dir/Std Amt Ratio
Civic Hrs	Dir/(Std-Ben) Amt Ratio
Mgmt Hrs	Target Amount Ratio
Actg Hrs	Vac Amt
P. Dv Hrs	Sick Amt
Other Indirect Hrs	Hol Amt
	B. Dv Amt
	Civic Amt
	Mgmt Amt
	Actg Amt
	P. Dv Amt
	Other Indirect Amt


Save a Set of Report Options

There are certain combinations of option settings that you may find you use repeatedly. For example, there may be one set that you use when presenting the report to a client, and another when presenting the report in an internal meeting. You can save settings, and you can save as many sets of these settings as you want. If you are a system administrator, you may want to establish and save settings relevant to certain groups of users. You might, for example, set up a new user called Project Manager and, under this username, establish and save settings specifically for your project managers. All of your project managers can log on under this username to generate reports.

When you save a set of options, you save all settings on all Options tabs, with one exception: you do not save any labor posting runs that you selected.

The saved settings are available only for the report for which they were saved.

Default settings

You can also save a set of settings to use as your personal default settings. Interactive Employee Reporting automatically uses these default settings whenever you open the report. Your personal default settings are used instead of the Interactive Employee Reporting default settings; they do not replace the Interactive Employee Reporting defaults.

To save report options for the current report:

1.	Open a report.

2.	Click Options [image] or select Modify, Options from the menu.

3.	Specify report options on one or more tabs.

4.	Click Save Current Options to display the Save Report Options dialog box.

5.	Enter a name for the settings. You select this name later, when you want to use the saved options.

If you would like to reuse an existing name, display the drop-down list of saved settings. Select the name you would like to reuse and confirm that you want to use it. The new settings replace the old settings stored under that name.

6.	Optional. Select the Use as default settings option if you want to use these settings as your personal default settings.

7.	Optional. If you are a system administrator, you can select the Save this globally (for all users option to make the saved settings available to all other users in your firm.

8.	Click Save. The name you specified now appears in the Saved Options drop-down list on all options tabs for the report.


Use a Set of Saved Report Options

Once you have saved a set of options for a report, you can use them at any time.

To use saved settings for the current report:

1.	Open a report.

2.	Click Options [image] or select Modify, Options from the menu.

3.	Select the saved set of options from the Saved Options drop-down list. Names for globally available sets of saved options are marked <G> and are available to all employees using Interactive Employee Reporting.

4.	Click OK.

Advantage applies the settings to the report.

5.	Click Run [image] to run the report.


Use Default Report Options

Interactive Employee Reporting maintains two sets of default report options for each report:

•	Your personal defaults (if you establish any). Interactive Employee Reporting uses these defaults automatically whenever you run the report. See Save a Set of Report Options for setup instructions.

•	Interactive Employee Reporting’s own defaults, which are used automatically whenever you run the report if you have not set up personal defaults. If you do have personal defaults, follow the steps below to return temporarily to the Interactive Employee Reporting defaults.

To use the Interactive Employee Reporting default settings instead of your personal default settings:

1.	Open a report.

2.	Click Options [image] or select Modify, Options from the menu.

3.	Click Defaults to restore the Interactive Employee Reporting default settings.

4.	Click OK.

5.	Click Run [image] to run this report.


Delete a Set of Saved Report Options

To use saved settings for the current report:

1.	Open a report.

2.	Click Options [image] or select Modify, Options from the menu.

3.	Select the saved set of options from the Saved Options drop-down list.

4.	Click Delete.

5.	Click Yes to confirm the deletion.


Base Project Rollup

The Base Project option lets you summarize report information for projects that use some common numbering scheme. In the report, asterisks in the base project codes represent the rolled-up characters.

For example, if the first five characters of your project number represent a master contract, you can consolidate, or roll up, information for all projects that have a common master contract number. When you display a report, asterisks represent the rolled-up characters.

The Base Project slider box displays the number of characters in your firm’s project numbers. For example, if your firm uses a 12-digit project number, the slider box displays 123456789012. A project number can also include up to two delimiters (for example, 123-4567890.12). You use the slider box to show which parts of the project number you want rolled up.

You can roll up the base project and still display information by task. When you do this, a task total is the total of all occurrences of that task across the base project. For example, the total for Task 00001 is the total of all Task 00001s in the base project.

To roll up project numbers:

Drag a slider to cover the characters that you want rolled up. You can drag a slider from the left or right or both sides of the slider box.


Base Task Rollup

The Base Task option lets you summarize information at the task level for tasks that use some common numbering scheme. It works in the same way as the Base Project option, but is available only if you use tasks. In the report, asterisks in the task codes represent the rolled-up characters.

For example, if the first two characters of your task number represent a department, you can consolidate, or roll up, information for all tasks that have a common department number. When you display a report, asterisks represent the rolled-up characters.

The Base Task slider box displays the number of characters in your firm’s task numbers. For example, if your firm uses a 3-digit task number, the slider box displays 123. You use the slider box to show which parts of the task number you want rolled up.

To roll up task numbers:

Drag a slider to cover the characters that you want rolled up. You can drag a slider from the left or right or both sides of the slider box.


Billing Rates

If you select the Billing Rates option, Interactive Employee Reporting displays the dollar amounts on a report at billing rates instead of at cost rates.

Your ability to see billing rate information is also determined by whether or not your firm permits reporting at billing rates. This capability is controlled by the Report at Billing Rates setting on the General tab of System Setup Table Maintenance. If this setting is turned off, you will not be able to see any billing amounts on reports.


Hours Only/Hours and Amounts

Interactive Employee Reporting can display hours and labor dollars, or hours only, at various levels of detail in the Employee Labor Detail report.

Employee Labor Detail Report

You can select one of the following options from a drop-down list:

Option	Description
Hours Only	Removes the dollar amount columns from the report. This is the default if you do not have security access to labor cost rates.
Hours Only on Labor Codes	Displays hours only at the labor detail and labor code levels, but displays totals for hours and dollar amounts at the task and project level.
Hours Only on Detail	(Default.)  Displays hours only for labor detail, but displays totals for hours and dollar amounts at the labor code, task, and project level.
Hours and Amounts	Displays hours and dollar amounts at the transaction, labor code, task, and project level.


Labor Posting Runs

The Posting Runs option lets you choose the labor posting runs to include. This feature lets you include only a portion of an accounting period’s transactions on the report.

You select posting runs from a window that lists all timesheet, labor adjustment, and billing labor transfer postings for the time frame specified (current, year-to-date, job-to-date, or period range).

Click Clear List to clear all posting run choices.

If you save your report options, Interactive Employee Reporting does not save labor posting run choices.

To see a list of past postings, go to the Reporting menu in Advantage and select Posting Log Review.


Round detail to whole hours and amounts

Select this option to round report entries and calculations to whole hours or amounts. If you select this option, Advantage will remove all decimal positions from the figures that appear on the Time Analysis report.


Show All Billing Statuses

Select this option to have Advantage include on any drill down reports the billing status for each transaction. Note that transferred transactions are always marked with a T, whether or not this option is selected.

The billing status abbreviations are:

Abbreviation	Status	Description
B	Billable	Released and available for billing to the client.
D	To be deleted	Transaction to be deleted.
F	Final billed	Already billed to the client.
H	Held	Transaction held temporarily to prevent billing to the client.
M	Modified	Changed in some way from its original form.
N	Not billable
O	Deleted
R	Partial Hold/Released	Part of the transaction has already been held or released.
T	Transferred	Moved from one project, task, or labor code to another.
W	To be written off	Transaction has been written off, but the invoice has not been posted.
X	Written off	Transaction has been written off, and the invoice has been posted.


Show Comments

Select this option to display any comments associated with the labor detail transactions included on the report.


Time Frame

Choose a beginning and ending point for the information included on the Time Analysis report.

Select one of the following options:

•	Period Range: Select this option if you want transactions for one or more accounting periods on the report. Select a period from the Start and End drop-down lists. The lists show all the accounting periods your firm has set up in a yyyypp format. For example, 200609 is the ninth period in year 2006.

•	Date Range: Select this option if you want transactions between a range of dates included on the report. Enter a starting and ending date. Double-click in the Start and End fields to choose a date from a calendar.


Standard Hours

Calculate Std Hrs As Of

Enter a Calculate std hrs as of date for calculating standard current (CUR), month-to-date (MTD), year-to-date (YTD), period range, and date range hours or amounts. The as of date represents the end date for all labor transactions that will be included in the calculation.

The standard hours calculation can be based on either the actual hours worked or an established formula. See the explanation of the standard hours column to learn how Advantage calculates standard hours.

User-Defined Standard Hours

For any employee who does not have the Use Total Hours as Standard on Time Analysis option selected in Employee Table Maintenance, you can override the standard hours Advantage calculates by entering values in any of the following user-defined standard hours fields:

•	Cur:  enter the standard hours for the current accounting period

•	MTD:  enter standard hours from the beginning of the month through today

•	YTD:  enter standard hours from the beginning of the year through today

•	Periods:  enter standard hours for the period range if you entered a period range

•	Dates:  enter the standard hours for the date range if you entered a date range

The user-defined (override) option considers an employee’s hire date (and termination date, where appropriate) when calculating the override amount. If the employee did not work the entire period for which the Advantage-calculated standard hours are being overridden, then the report displays the system-calculated standard hours for the time that the employee worked. If the employee worked the entire period, then the user-defined hours display.

You must enter a value greater than 0 (zero) and less than 9999.99. If you do not specify an override amount after selecting Current, MTD, YTD, Periods, or Dates, no standard hours will display on the report unless the Use Total Hours as Standard on Time Analysis option is selected in Employee Table Maintenance; in that case, the report will display the standard hours that Advantage calculates.

For any employee with the Use Total Hours as Standard on Time Analysis option selected in Employee Table Maintenance, the report displays the standard hours that Advantage calculates.


Time Frame

The Time Frame option lets you choose a beginning and ending point for the information displayed on the report. Select one of the following settings:

•	Time Frame:  Current, Year-to-Date, or Job-to-Date.

•	Period Range: A range of accounting periods that you specify.

•	Date Range: A range of dates that you specify.

You can also include specific labor posting runs for the time frame you choose.

The time frame you select also has a bearing on the transactions that are included when you use the Unposted Timesheets option.

Time Frame

The choices in the drop-down list are:

Option	Description
Current	Displays information for the accounting period that is currently open.
Year-to-date	Displays information for the current fiscal year through the current accounting period.
Job-to-date	Displays information from the beginning of the project through the current accounting period.
Period Range

If you want to include transactions for one or more accounting periods, select a beginning and ending accounting period from the period Start and End drop-down lists. The lists show all the accounting periods your firm has set up, displayed in the yyyypp format. For example, 200509 for the ninth period in 2005.

You can also bypass the lists and enter accounting periods in the Start and End fields.

Date Range

For a date range, you need to enter the start and end dates of the range. You can enter the desired dates or select them from a drop-down calendar.


Unposted Timesheets

The Unposted Timesheets option determines whether or not unposted timesheet information entered through Timekeeper and data entry is included in the report.

If you select this option, Interactive Employee Reporting automatically reruns the report, using the current selection.

Interactive Employee Reporting displays a diamond shape next to any unposted labor on the report.

Timesheet Data Included:

•	All timesheet data in unposted data entry files.

•	All Timekeeper timesheets that are in progress or submitted, but not posted.

How Labor Amounts are Calculated

Interactive Employee Reporting applies provisional or temporary labor rates to unposted time to calculate labor dollars.

If you plan to generate reports that include unposted time, and you want to report on cost or billing amounts for this time, you must enter provisional rate information on each employee’s Employee Table Maintenance form. You must supply a provisional cost rate, overtime percentage, secondary overtime percentage, billing rate, and billing overtime percentage.

Relationship to Time Frame Option in Employee Labor Detail Report

If you generate the report using both the Unposted Timesheets option and the Time Frame option, the following labor transactions are included on the report:

Option	Includes:
Current	Transactions with a transaction date in the accounting period that is currently open.
Year-to-date	Transactions with a transaction date from the beginning of the current fiscal year through the current accounting period.
Job-to-date	Transactions with a transaction date from the beginning of the project through the current accounting period.
Period range	Transactions with a transaction date from the beginning period start date through the ending period end date.
Date range	Transactions with a transaction date from the start date through the end date.


Page Break option for sorting on reports

Select the Page Break option on the Sorting tab to include a page break automatically each time that the sort value changes. You can insert a page break after any or all of the sorts that you specify.

For example, if you insert a page break for the first sort, Office, and you have three offices (BO, CO, and SF), Interactive Employee Reporting inserts a page break each time the office changes.


Sorting by Affilliations
Sorting by Affiliations

When you select Affiliations on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to the employee’s affiliations.


Sorting by Birthday

When you select Birthday on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to the employee’s birth dates.


Sorting by Client

When you select Client on the Sorting tab, Interactive Employee Reporting sorts the data on the report by client number, in ascending numerical order (for example, 00001, 00002, 00101, 00382).


Sorting by Client Name

When you select Client Name on the Sorting tab, Interactive Employee Reporting sorts the data on the report alphabetically by client name (for example, City of Cambridge, Stott Foundation, Town of Amherst).


Sorting by Discipline

When you select Discipline on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to the code for each project discipline (for example, AR-Architectural, EN-Engineering).


Sorting by Employee

When you select Employee on the Sorting tab, Interactive Employee Reporting sorts the data on the report by client number, in ascending numerical order (for example, 00001, 00002, 00038).


Sorting by Employee Discipline

When you select Employee Discipline on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to the code for each employee discipline (for example, AR-Architectural, EN-Engineering).


Sorting by Employee Name

When you select Employee Name on the Sorting tab, Interactive Employee Reporting sorts the data on the report alphabetically by the employees’ last names (for example, Apple, Bartlett, Jones, Smith).


Sorting by Employee Office

When you select Employee Office on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to the code assigned each office in your firm (for example, BO, CO, and SF).


Sorting by Employee Profit Center

When you select Profit Center on the Sorting tab, Interactive Employee Reporting sorts the data on the report by the profit centers to which the employees are assigned.


Sorting by Employee Type

When you select Employee Type on the Sorting tab, Interactive Employee Reporting sorts the data on the report by employee type.


Sorting by Department

When you select Department on the Sorting tab, Interactive Employee Reporting sorts the data according to the codes established for departments in your firm (for example, A-Architectural, C-Civil, L-Landscape Design).


Sorting by Last Raise Amt

When you select Last Raise Amt on the Sorting tab, Interactive Employee Reporting sorts the data according to the amounts specified for employee raises, highest to lowest.


Sorting by Last Raise Date

When you select Last Raise Date on the Sorting tab, Interactive Employee Reporting sorts the data according to the raise dates specified on the employee records, from most recent raise dates to oldest raise dates.


Sorting by Office

When you select Office on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to the code assigned each office in your firm (for example, BO, CO, and SF).


Sorting by Phase

When you select Phase on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to the code assigned to each phase of the project work (for example, 01-Predesign, 06-Bid-Negotiate, 98-Field Work).


Sorting by Principal

When you select Principal on the Sorting tab, Interactive Employee Reporting sorts the data on the report alphabetically by principal name (for example, Apple, Bartlett, Jones, Smith).


Sorting by Profit Center (Time Analysis)

When you select Profit Center on the Sorting tab, Interactive Employee Reporting sorts the data on the report by profit center.


Sorting by Project

When you select Project on the Sorting tab, Interactive Employee Reporting sorts the data on the report by project number in ascending numerical order (for example, 00001.00, 00002.00, 97001.00, 98001.00).


Sorting by Project Discipline

When you select Project Discipline on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to the code for each project discipline (for example, AR-Architectural, EN-Engineering).


Sorting by Project Manager

When you select Project Manager on the Sorting tab, Interactive Employee Reporting sorts the data on the report alphabetically by project manager name (for example, Apple, Bartlett, Jones, Smith).


Sorting by Project Name

When you select Project Name on the Sorting tab, Interactive Employee Reporting sorts the data on the report alphabetically by project name (for example, ABC Plaza Study, Stott Park, Greylock Mountain Lodge).


Sorting by Project Office

When you select Project Office on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to each project’s office code (for example, BO, CO, and SF).


Sorting by Project Profit Center

When you select Project Profit Center on the Sorting tab, Interactive Employee Reporting sorts the data on the report by the profit centers associated with the projects included.


Sorting by Project Type

When you select Project Type on the Sorting tab, Interactive Employee Reporting sorts the data on the report by project type (for example, Regular, Promotional, or Overhead).


Sorting by Region

When you select Region on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to the project’s geographical region (for example, Atlantic, South East, South West).


Sorting by Revenue Method

When you select Revenue Method on the Sorting tab, Interactive Employee Reporting sorts the data on the report alphabetically, according to the revenue method code used for calculating revenue for the task or project.

Revenue Method Table Maintenance provides six standard revenue methods (see the following chart). You can add as many as 30 additional revenue types, defined by your own firm.

Code	Description
B	Job-to-date Billings
M	(Job-to-date Direct Labor X Multiplier) + Job-to-date Reimbursable Expenses @ Cost Rates
N	No revenue generation
P	Percent Complete + Job-to-date Reimbursable Expenses @ Cost Rates
R	Job-to-date Receipts
W	Job-to-date Billings + Work-in-Progress (WIP) @ Billing Rates


Sorting by Sector

When you select Sector on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to project sector (for example, commercial, government, or residential).


Sorting by Staff

When you select Staff on the Sorting tab, Interactive Employee Reporting sorts the data on the report by Staff categories.


Sorting by Staff Level

When you select Staff Level on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to the staff levels your firm has established.


Sorting by Status (A/I/D/P - Labor Detail)
Sorting by Status (A/I/D/P - Employee Labor Detail)

When you select Status on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to project status—Active, Inactive, Dormant, or Purged.


Sorting by Status (A/I/T - Time Analysis)

When you select Status on the Sorting tab, Interactive Employee Reporting sorts the data on the report according to employee status—Active, Inactive, or Terminated.


Sorting by Supervisor

When you select Supervisor on the Sorting tab, Interactive Employee Reporting sorts the data on the report alphabetically by supervisor (for example, Apple, Bartlett, Jones, Smith).


Sorting by Task

When you select Task on the Sorting tab, Interactive Employee Reporting sorts the data on the report in ascending numerical order by task number (for example, 001, 002, 003, 007).


Select projects based on profit center

On the Selection tab, Interactive Employee Reporting lets you select projects/tasks based on:

•	Profit center

You can select any valid combination of profit center levels that your firm has established (for example, San Francisco/Corporate or Boise/Environmental).

•	Individual profit center levels

Interactive Employee Reporting lists all of the individual profit center levels that your firm has established. For example, if your profit center structure uses Division as the first level and Office as the second, both Division and Office appear on the Selection tab for your use.

You can select a level, then select a set of values. For example, you can select Office, then San Francisco, Seattle, and Boise.


Select projects based on sort/select code

On the Selection tab, Interactive Employee Reporting lists any sort/select codes that your firm has established. You establish sort/select codes on the Sort/Select Fields Setup Maintenance form, available from the Utilities menu.


Select projects based on other selection criteria

On the Selection tab, Interactive Employee Reporting lists a variety of fields on which you can base your project selection. These include client number, client contact, and billing type.


Selection based on task values

Use the Selection based on task values option if you want to make selections based on information stored at the task level. For example, use this option if you want to select all tasks that have a particular project manager.


Select a column

When you first display the Selection tab, Interactive Employee Reporting lists six columns on which you can base your selection. Click on any drop-down list to see the rest of the columns available for selection.

If you select a column from the drop-down list, Interactive Employee Reporting replaces the column next to the drop-down list with your new choice.

For example, if you click on the drop-down list next to Principal, then choose Revenue Type from the list, Revenue Type replaces Principal.


Select the values to include

Click on the Search button, [image], to display a list of possible values for the column you selected. Then, select the values you want:

•	To select one value, click on that value.

•	To select a range of values, click on the first, then SHIFT + click on the last.

•	To select several different values, click on the first, then CTRL + click on each additional value.

If you select values, then close the Selection form, your values will still be in place when you return. If you add more values, Interactive Employee Reporting appends them to the original list.

The list remains intact until you:

•	Deliberately clear the values.

•	End the Interactive Employee Reporting session.


Enter values

You can enter any valid value for the column that you chose. To enter more than one value, separate your choices by commas (for example, Project Type = H, P).

You do not need to put quotes around any values. Interactive Employee Reporting automatically puts quotes around character strings and dates.


Project and Task Count

To total the number of projects and tasks selected, and the number in your total pool of projects and tasks, Interactive Employee Reporting follows these rules:

•	Each project that has no tasks counts as one.

•	Each task counts as one.

•	For projects with tasks, Interactive Employee Reporting counts only the tasks, not the project itself. For example, a project with eight tasks counts as eight.


Projects/Tasks Selected Pane

The retrieved projects are listed in the Projects/Tasks Selected pane by project number.

•	To list them by project name, click on the Project Name heading.

•	To list them again by project number, click on the Project Number heading.

•	To change from ascending order (1,2,3… or A-Z) to descending order (…3,2,1 or Z-A), click on the Project Number or Project Name heading twice.

•	To change the width of the Project Number and Project Name columns, drag the column divider to the left or right.


Select Projects in the Projects/Tasks Selected Pane

•	To select one project, click on it.

•	To select additional projects, hold down the CTRL key as you click on each additional project.

•	To select a range of projects, click on the first project and SHIFT+click on the last one. For example, to select the first ten projects, click on the first project and then SHIFT+click on the tenth one.


Selecting Tasks from the Task List

If a project has a task list, a right-pointing arrow appears to the right of that project. Although Interactive Employee Reporting automatically selects all tasks for that project, you can narrow down the selection.

The retrieved tasks are listed in the Projects/Tasks Selected pane by task number, in ascending order (1,2,3 or A,B,C). To change to descending order (3,2,1 or Z,Y,X), click on the task heading.

To select tasks:

1.	Click on the right-pointing arrow to display the task list.

2.	Select the tasks you want:

•	To select one task, click on it.

•	To select additional tasks, hold down the CTRL key as you click on each additional task.

•	To select a range of tasks, click on the first task and SHIFT+click on the last one. For example, to select the first ten tasks, click on the first task and then SHIFT+click on the tenth one.


Select employees based on profit center

On the Selection tab, Interactive Employee Reporting lets you select employees based on:

•	Profit center

You can select any valid combination of profit center levels that your firm has established (for example, San Francisco/Corporate or Boise/Environmental).

•	Individual profit center levels

Interactive Employee Reporting lists all of the individual profit center levels that your firm has established. For example, if your profit center structure uses Division as the first level and Office as the second, both Division and Office appear on the Selection tab for your use.

You can select a level, then select a set of values. For example, you can select Office, then San Francisco, Seattle, and Boise.


Select employees based on other selection criteria

On the Selection tab, Interactive Employee Reporting lists a variety of fields on which you can base your employee selection. These include Discipline, Staff Level, Affiliations, and Department.


Employees Selected Pane

The retrieved employees are listed in the Employees Selected pane by employee number.

•	To list them by employee name, click on the Employee Name heading.

•	To list them again by employee number, click on the Employee Number heading.

•	To change from ascending order (1,2,3… or A-Z) to descending order (…3,2,1 or Z-A), click on the Employee Number or Employee Name heading twice.


Select employees in the Employees Selected Pane

•	To select one employee, click on it.

•	To select additional employees, hold down the CTRL key as you click on each additional employee.

•	To select a range of employees, click on the first one and SHIFT+click on the last one. For example, to select the first ten employees, click on the first employee and then SHIFT+click on the tenth one.


Clear Selection Criteria

Use any of these buttons to clear your selections:

•	The Eraser button, [image], which appears next to each column selection, deletes all of the values you have entered for the column.

•	The Clear button deletes the values you have entered for all columns.

•	The Restore Default button restores the original six columns to the form and deletes all other values entered.


Project Based Data Source

Project Based searches your project records and selects only those projects that meet the search criteria. Interactive Employee Reporting automatically selects all tasks that belong to a selected project.


Task Based Data Source

Task Based searches your database for projects and tasks that meet the task-based criteria. If you choose Task Based, Interactive Employee Reporting looks at your task records, not your project records, to find the appropriate project managers, principals, clients, and so on.


Review and Modify the Values List

The values that you select appear in a single horizontal list, separated by semi-colons.

•	To see the values listed vertically, double-click anywhere on the list.

•	To delete a value, click on it, then press the Delete key.

•	To delete several values, click and drag to highlight all of the values, then press the Delete key.


Restore Default Values

Click Defaults to restore all of the settings on the Report Options tabs to their original default values.


Search By field

Use the Search By drop-down list to select the column that you want queried. For example, if you are searching for a particular client’s projects, select the Client Name or Client Number column.


Add to WHERE button

Click on the Add to WHERE button to add the selection criteria to the WHERE clause.

As you add criteria to the WHERE clause, you can see it being built in the text box in the middle section of the form.


Clear button

Click on the Clear button to delete the entire WHERE clause. You will see the WHERE clause removed from the text box in the middle section of the form.


Accept button

Click Accept to make the selected projects and tasks the current selection. The Project Selection window closes and you return to the Employee Reporting window.


Clear List button

Click Clear List to clear all posting run choices.


Labor Code (Labor Detail report)
Labor Code (Employee Labor Detail report)

The employee's labor code for the project or task. An employee may be assigned different labor codes on different projects, according to the work the employee is performing.


Date (Labor Detail report)
Date (Employee Labor Detail report)

The date on which the transaction was posted.


Employee Class (Labor Detail report)
Employee Class (Employee Labor Detail report)

Class code for the employee at the time the transaction was posted.


Employee Department (Labor Detail report)
Employee Department (Employee Labor Detail report)

Department code for the employee at the time the transaction was posted.


Employee Profit Center (Labor Detail report)
Employee Profit Center (Employee Labor Detail report)

Location code for the employee at the time the transaction was posted.


Employee Type (Labor Detail report)
Employee Type (Employee Labor Detail report)

Type code (employee or principal) for the employee at the time the transaction was posted.


Fiscal Period (Labor Detail report)
Fiscal Period (Employee Labor Detail report)

Accounting period in which the transaction was posted.


Overtime Amount (Labor Detail report)
Overtime Amount (Employee Labor Detail report)

Amount calculated for Overtime Hours for the transaction, labor code, task, or project.

Interactive Employee Reporting calculates overtime costs for hourly employees differently than it does for salaried employees.

•	For hourly employees, the Overtime Amount is calculated as:

overtime hours x hourly labor costing rate x overtime percentage

•	For salaried employees, Interactive Employee Reporting begins by calculating the employee’s annualized hourly rate, using the equation:

annual salary / estimated annual regular hours, defined as hours per week x 52

•	Interactive Employee Reporting then calculates the Overtime Amount as:

overtime hours x annualized hourly rate x overtime percentage


Secondary Overtime Amount (Labor Detail report)
Secondary Overtime Amount (Employee Labor Detail report)

Amount calculated for secondary overtime hours for the transaction, labor code, task, or project. This column is available only if you have chosen the Enable secondary overtime feature on the Timesheets tab in System Setup Maintenance.


Overtime Hours (Labor Detail report)
Overtime Hours (Employee Labor Detail report)

Number of overtime hours for the transaction, labor code, task, or project.


Secondary Overtime Hours (Labor Detail report)
Secondary Overtime Hours (Employee Labor Detail report)

Number of secondary overtime hours for the transaction, labor code, task, or project. This column is available only if you have chosen the Enable secondary overtime feature on the Timesheets tab in System Setup Maintenance.


Overtime Percent (Labor Detail report)
Overtime Percent (Employee Labor Detail report)

Percentage from the employee record used to derive the Overtime Rate for the transaction. Interactive Employee Reporting multiplies an employee’s hourly rate by the overtime percentage to calculate the employee’s overtime rate.


Overtime Rate (Labor Detail report)
Overtime Rate (Employee Labor Detail report)

Rate at which Overtime Hours were multiplied to derive the Overtime Amount for the transaction. Interactive Employee Reporting multiplies an employee’s hourly rate by the employee’s overtime percentage to calculate the overtime rate.


Date or Period (Labor Detail report)
Date or Period (Employee Labor Detail report)

Timesheet date or period for the transaction.


Regular Amount (Labor Detail report)
Regular Amount (Employee Labor Detail report)

Amount calculated for Regular Hours for the transaction, labor code, task, or project, calculated as regular hours worked multiplied by the labor cost rate.


Regular Hours (Labor Detail report)
Regular Hours (Employee Labor Detail report)

Number of regular hours for the transaction, labor code, task, or project.


Regular Rate (Labor Detail report)
Regular Rate (Employee Labor Detail report)

Rate from the employee record by which Regular Hours were multiplied to derive the Regular Amount for the transaction.

If your firm uses the Adjust Salaried Job Costing feature to calculate labor charges for salaried employees, Interactive Employee Reporting calculates the Regular Rate as:

salaried rate / hours worked in the current labor period


Posting Sequence (Labor Detail report)
Posting Sequence (Employee Labor Detail report)

The number assigned by Interactive Employee Reporting to identify the posting run during which the transaction was posted. Interactive Employee Reporting assigns the number 1 to the first group of transactions posted during an accounting period; the number 2 to the second group, and so on. To see a numbered list of all of the postings for the current accounting period, select Posting Log Review from the Interactive Employee Reporting menu.


Total Amount (Labor Detail report)
Total Amount (Employee Labor Detail report)

Total of Regular Amount plus Overtime Amount (including secondary overtime) for the transaction, labor code, task, or project.


Total Hours (Labor Detail report)
Total Hours (Employee Labor Detail report)

Total of Regular Hours plus Overtime Hours (including secondary overtime) for the transaction, labor code, task, or project.


Transaction Type (Labor Detail report)
Transaction Type (Employee Labor Detail report)

The type of transaction:

•	01 indicates an original timesheet transaction.

•	J1 indicates a labor adjustment transaction.


Transfer Labor Code (Labor Detail report)
Transfer Labor Code (Employee Labor Detail report)

Labor code from which the labor adjustment transaction was transferred.


Transfer Project (Labor Detail report)
Transfer Project (Employee Labor Detail report)

Project number from which the labor adjustment transaction was transferred.


Transfer Task (Labor Detail report)
Transfer Task (Employee Labor Detail report)

Task number from which the labor adjustment transaction was transferred.


Total Hours (Time Analysis report)

The total hours worked during the period and year-to-date.


Standard Hours (Time Analysis report)

The Use total hours as standard on Time Analysis option on the General tab of Employee Table Maintenance determines how standard hours/amounts are calculated on the Time Analysis report.

If you select the Use total hours as standard on Time Analysis option, total hours worked are used to determine the standard hours/amounts for current (CUR), month-to-date (MTD), year-to-date (YTD), period range, and date range on the report.

If you do not select the Use total hours as standard on Time Analysis option, the following formulas are used to calculate the standard hours/amounts for current (CUR), month-to-date (MTD), year-to-date (YTD), period range, and date range:

Current	Hours per day x Number of workdays in the current period The number of workdays is calculated by looking at the first and last date found in the records associated with the posting period. The employee’s hire and termination dates are compared with those dates to provide the actual number of days an employee could have worked during the time span.
MTD	Hours per day x Number of workdays in the MTD time span The number of workdays is calculated by comparing the employee’s hire and termination dates and the Calculate std hrs as of date entered on the Time Analysis report tab to the actual number or workdays in the MTD time span.
YTD	Hours per day x Number of workdays in the YTD time span The number of workdays is calculated by comparing the employee’s hire and termination dates and the Calculate std hrs as of date entered on the Time Analysis report tab to the actual number or workdays in the YTD time span.
Periods	Hours per day x Number of workdays between the starting and ending period This applies if you enter a range of periods for the Time Analysis report. The employee’s hire and termination dates are compared with the range of periods to provide the actual number of days an employee could have worked during the time span.
Dates	Hours per day x Number of workdays between the starting and ending dates This applies if you enter a range of dates for the Time Analysis report. The employee’s hire and termination dates are compared with the range of dates to provide the actual number of days an employee could have worked during the time span.


Direct Hours (Time Analysis report)

The total direct hours worked during the pay period and year-to-date.


Dir/Std Hours Ratio (Time Analysis report)

Direct hours divided by standard hours.


Indirect Hours (Time Analysis report)

The total indirect hours worked on overhead or promotional projects during the current period.


Dir/(Std-Ben) Hrs Ratio (Time Analysis report)

Direct hours divided by (standard hours minus benefit hours).


Dir/Tot Hours Ratio (Time Analysis report)

Direct hours divided by the total hours. This is the Gross Chargeable Ratio.


Total Amount (Time Analysis report)

The total amount charged during the period and year-to-date.


Dir/(Tot-Ben) Hrs Ratio (Time Analysis report)

Direct hours divided by (total hours minus benefit hours). This is the Net Chargeable Ratio.


Direct Amount (Time Analysis report)

The total amount charged to regular projects during the current period.


Target Hours Ratio (Time Analysis report)

The expected percentage of chargeable hours for this employee, as defined in Employee Table Maintenance.


Indirect Amount (Time Analysis report)

The total amount charged to overhead or promotional projects during the current period.


Vac Hrs (Time Analysis report)

Vacation hours reported via timesheets.


Standard Amount (Time Analysis report)

The amount calculated from the standard hours.


Sick Hrs (Time Analysis report)

The sick hours reported as taken during the current period.


Dir/Tot Amount Ratio (Time Analysis report)

Direct amount divided by the total amount.


Hol Hrs (Time Analysis report)

The holiday hours reported as taken during the current period.


Dir/(Tot-Ben) Amt Ratio (Time Analysis report)

Direct amount divided by (total amount minus benefit amount). This is the Net Chargeable Ratio.


B. Dv Hrs (Time Analysis report)

The hours spent on business development during the current period.


Dir/Std Amt Ratio (Time Analysis report)

Direct amount divided by standard amount.


Civic Hrs (Time Analysis report)

The civic duty hours reported as taken in the current period.


Dir/(Std-Ben) Amt Ratio (Time Analysis report)

Direct amount divided by (standard amount minus benefit amount).


Mgmt Hrs (Time Analysis report)

The hours devoted to management tasks during the current period.


Target Amount Ratio (Time Analysis report)

The percentage of an employee's pay that you expect will be charged to regular (revenue-producing) projects.


Actg Hrs (Time Analysis report)

The hours spent on accounting tasks during the current period.


Vac Amt (Time Analysis report)

The amount spent on vacation time during the current period.


P. Dv Hrs (Time Analysis report)

The hours spent on professional development activities during the current period.


Sick Amt (Time Analysis report)

The amount spent on sick time during the current period.


Other Indirect Hrs (Time Analysis report)

The hours posted to any indirect projects that you have not assigned to a specific report column in Time Analysis Setup Maintenance.


Hol Amt (Time Analysis report)

The amount spent on holiday time during the current period.


B. Dv Amt (Time Analysis report)

The amount spent on business development activities during the current period.


Civic Amt (Time Analysis report)

The amount spent on civic duty activities during the current period.


Mgmt Amt (Time Analysis report)

The amount spent on management activities during the current period.


Actg Amt (Time Analysis report)

The amount spent on accounting activities during the current period.


P. Dv Amt (Time Analysis report)

The amount spent on professional development activities during the current period.


Other Indirect Amt (Time Analysis report)

The amounts charged to any indirect projects that you have not assigned to a specific report column in Time Analysis Setup Maintenance.


Current Selection

The current selection is the most recently accepted list of records (employees and/or projects and tasks).

You create the current selection through the Employee Selection dialog and/or the Project Selection dialog. You specify the records that you want retrieved from the database, then you select all of them or a subset of them. When you click Accept to accept the list, you create the current selection.

The current selection remains active until you overwrite it by retrieving and accepting another selection, or until you close the Interactive Employee Reporting window. Otherwise, you can re-use the current selection as often as needed, for as many different reports as you want.

If you have more than one report open, you can drill down on only those reports created using the current selection.