Defining Report Options and Assigning Employees

Perform these steps to identify the employees who specify or enter measure data, and to specify how measure data is calculated, evaluated, and displayed on reports. You can also assign employees to measures during employee creation. See Assigning Responsibilities .

  To define report options and assign employees:

  1. On the Measure Setup page, select the number of decimal places to use in reports from # Decimal Places in Reports.

    For example, if a measure result is 345.22045, enter 2 to display 345.22.

  2. Optional: To determine what period is used to trend and compare results, select the period from Trend Current Period Data Against.

    For example, to compare the result against that collected five periods ago, select 5 Periods Ago.

  3. Optional: Perform these steps to apply a period-to-date calculation on data gathered during a period of time, or seeCreating Period-To-Date Functions.

    1. Select Perform this operation and a function:

      For example, to add all values, use the SUM function. You can find the average, highest, or lowest value using the AVERAGE, MAX, and MIN functions respectively.

    2. Specify when to use the function and on what collected data, by selecting a frequency. This must be greater than the collection frequency.

      • Annually—Apply the function to all data points in the last year.

      • Semi-annually—Apply the function to all data points in the last six months

      • Quarterly—Appy the function to the three months within the last quarter to product the quarterly value. For example, if the start date is February 1, the quarter is February, March, and April. For a 52/53–week year, quarters have 13 weeks.

      • Monthly—Apply the function to all data points collected within a month.

      • Weekly—Apply the function to all data points collected in the last week.

  4. Click Select to identify the employees who own the measure, can enter results and targets, and create annotations. Only the employees assigned as Result Collectors and Target Setters can enter or modify results and targets.

    Note:

    These employees can enter data even if they are not in the measure's domain.

  5. Select the employee and click Apply.

    You return to the Measure Setup page.

  6. Select Ranges and see Creating Ranges.