Employee Transaction Analysis or Requester Transaction Analysis Report

Date Range—To include only data about jobs that were created during a certain date range, select the date range. Click the calendar icon next to the From box and select a beginning date for the date range. Click the calendar icon next to the To box and select and end date for the date range.
Shift Time—To choose specific shifts to be included on the report, in the Start and End boxes, type the start and end times of the shifts. For example, to include the 8:00 AM to 3:59 PM AND the 4:00 PM to 11:59 PM shift, in the Start box, type 08:00 AM and in the End box, type 11:59 PM. If a shift starts on one date and ends on the next, the report will include data from the entire shift. If a shift starts on the last date of a date range ends one day later, data from the entire shift, including the part of the shift that is after the end date of the report, still will be on the report. A message appears indicating that a shift that crosses over the midnight boundary was selected and that the report end date will actually be the day after the selected end date.
- Important Note!
  If you change the database selection after selecting dates, times, and other options, the dates and times that you selected will not change. However, other options will change and you will have to re-select them.
Employee—To include only data associated with certain employees (bed cleaners), select the employee names. If you do not select any employees, all employees associated with the selected campus will be included on the report. For example, on the Employee/Supervisor History report, to include only events (such as employee notifications or alerts) associated with certain employees, select the employee names.

To Select Employee Names:

In the Search by section, select Employee to search for individual employees to include on the report. Select Employee Category to display a list of employee categories to include on the report.
If you selected Employee Category in the Search by section, a list appears in the Employee Category box. Click the category you want to include on the report (such as Bed Cleaners-Campus A). To select multiple categories, press and hold the CTRL key and click the categories. If you do not select any names, all employees will be included on the report.
If you selected Employee in the Search by area, click the magnifying glass icon next to the Employee box to display a list of employees on the Search Employees window.
1. Note: Only employees associated with the selected campus appear on the list.
2. To narrow the list of employees, in the User Attribute list, select First Name or Last Name. In the Filter String box, type part of the employee's first or last name, and then click Go.
3. Select the check boxes for the employees whom you want to include on the report OR to include all employees who appear on the list currently, select the check box in the title bar.
4. Click Selected Employees to close the Search Employees window and place the selected employee names in the Employee box on the Report Criteria page.
5. To return to having all employees in the campus who are within your membership included in the report, click the restore icon next to the Employee box.

Cost Center —To include only data associated with certain cost centers, select the cost center names. To select multiple names, press and hold the CTRL key, and then click the names. Only cost centers associated with the selected campus appear in the list. If you do not select any cost centers, data from all cost centers associated with the selected campus will be included on the report.

Spill Clean

Date Range—Select the date range for the report. Only spill cleaning jobs that were completed or cancelled within the selected date range appear on the report.
- Click the calendar icon next to the From box to select the beginning of the date range.
- Click the calendar icon next to the To box to select the end of the date range.
- Example: If the report should include all spill cleaning jobs completed or cancelled between December 1, 2011 and December 15, 2011, then click the calendar icon next to the From list, click the arrows in the title bar of the calendar until December 2011 appears, then in the calendar, click 1. Then, click the calendar icon next to the To list, click the arrows in the title bar of the calendar until December 2011 appears, then in the calendar, click 15.
Shift Time—To choose specific shifts to be included on the report, in the Start and End boxes, type the start and end times of the shifts. For example, to include the 8:00 AM to 3:59 PM AND the 4:00 PM to 11:59 PM shift, in the Start box, type 08:00 AM and in the End box, type 11:59 PM. If a shift starts on one date and ends on the next, the report will include data

from the entire shift. If a shift starts on the last date of a date range ends one day later, data from the entire shift, including the part of the shift that is after the end date of the report, still will be on the report. A message appears indicating that a shift that crosses over the midnight boundary was selected and that the report end date will actually be the day after the selected end date.

Important Note!
If you change the database selection after selecting dates, times, and other options, the dates and times that you selected will not change. However, other options will change and you will have to re-select them.
Bed Cleaner / Employee—To include only data associated with certain bed cleaners (employees), select the bed cleaner names. If you do not select any names, all bed cleaners associated with the selected campus will be included on the report. For example, on the Delayed Beds History report, to include only beds that were delayed by certain bed cleaners, select the names of those bed cleaners.
- Note: On the Average Response/Turn Time report, if the report is grouped by unit, then all jobs that were completed by the selected bed cleaners will be included in the report. If the report is not grouped by unit, then all jobs that were associated with the selected bed cleaners will appear on the report.

To Select Bed Cleaner / Employee Names:

In the Search by section, select Employee to search for individual employees / bed cleaners to include on the report. Select Employee Category to display a list of employee categories to include on the report.
If you selected Employee Category in the Search by section, a list appears in the Employee Category box. Click the category you want to include on the report (such as Bed Cleaners-Campus A). To select multiple categories, press and hold the CTRL key and click the categories. If you do not select any names, all employees will be included on the report.
If you selected Employee in the Search by section, click the magnifying glass icon next to the Employee box or Bed Cleaner box to display the Search Employees window.
1. Note: Only employees or bed cleaners whose base units are included in your membership and within the selected campus are listed.
2. To search for a specific name:
  1. To narrow the list of bed cleaners or employees, in the User Attribute list, select First Name or Last Name. In the Filter String box, type part of the first or last name, and then click Go.
  2. Select the check boxes for the bed cleaners or employees whom you want to include on the report OR to include all bed cleaners or employees who appear on the list currently, select the check box in the title bar.
  3. Click Selected Bed Cleaners to close the Search Bed Cleaners window and place the selected bed cleaner names in the Bed Cleaner box on the Report Criteria page.
3. To return to having all employees or bed cleaners in the campus who are within your membership included in the report, click the restore icon next to the Bed Cleaner box.

Cost Center —To include only data associated with certain cost centers, select the cost center names. To select multiple names, press and hold the CTRL key, and then click the names. Only cost centers associated with the selected campus appear in the list. If you do not select any cost centers, data from all cost centers associated with the selected campus will be included on the report.
Location—To include only specific locations (beds), select the locations. If you do not select specific locations, all locations within the selected campus that are associated with units and clusters to which you have membership will be included on the report.

To select specific locations:

Click the magnifying glass icon next to the Location box to display the Find a Location dialog box.
In the Search Text box, type a few letters of the location name.
- Note: Only locations associated with the campus selected in the Campus list and to which you have membership can be selected. The search finds locations containing text that you type. For example, searching for out could find Outpatient Waiting Area and South Wing Office. You may include a % sign with the text that you type in the box. For example, you may type s% to find all location names that include the letter S.
To select the check boxes for all units and clusters that appear in the Units/Clusters list so that the Location Results list will include locations from all of them, select the Check All check box.
If you did not select the Check All check box, then in the Units/Clusters list, select the units or clusters that should be included in the search.
- Note: If necessary, use the scroll bars to move the list.
Click Click to Search to display a list of locations that match your search criteria.
In the list of possible locations in the Location Results box, click a location or press the CTRL key and then click multiple locations. (Locations listed are all within the selected units and clusters.)
Click Selected Locations to close the Find a Location dialog box.
To return to having all locations in the campus included, click the restore icon () next to the Location area on the Report Criteria page.

Spill Type—If the report should include only spill cleaning jobs for specific spill types (such as Food, Beverages, or Blood), then select the spill types. To select multiple spill types, press and hold the CTRL key, and then click the spill type names.
Group by—The report can be grouped by bed cleaner or by cost center. If it is grouped by bed cleaner, then the names of bed cleaners included in the report will appear with details about each spill cleaning job they completed. If grouped by cost center, then names of cost centers included in the report will appear with details about each spill cleaning job completed or cancelled within those cost centers. In the Group by list, select Bed Cleaner or Cost Center. In the Microsoft Excel-Unformatted output, grouping is not in effect.
Sort by—The data listed under each cost center or bed cleaner can be sorted in chronological order by the date and time that the spill cleaning job was requested or in numerical order by the IVR ID of the bed associated with the job. Select Request Date Time or Bed ID, and then click Ascending or Descending. In the Microsoft Excel-Unformatted output, sorting is not in effect.

Selecting the Output Type and Running the Report

In the Output list, select one of the following formats for the report:
- Adobe Acrobat—To generate the report as a .pdf file. (This format is selected by default.)
- Microsoft Excel—To generate the report as a formatted .xls file that can be opened in Microsoft Excel. If you selected Yes for Detail by Bed for the Average Response/Turn Time report, you also have the Microsoft Excel (Unformatted) output option. If you would like to perform your own calculations and analysis in Microsoft® Excel, then Microsoft Excel (Unformatted) is a good option.
- Microsoft Excel (Unformatted) (Available for Average Response/Turn Time if Yes is selected for Detail by Bed and for Spill Clean and Compliance if No is selected for Summary View) The Microsoft Excel (Unformatted) report output option produces an .xls file that is suitable for performing your own calculations and analysis. Data will appear in simple rows and columns and will not be totaled, grouped, or summarized.
- Rich Text Format—To generate the report as an .rtf file that can be opened in Microsoft Word. This option is not available for the Compound Metrics report.
Click Run Report.
If a security message appears at the top of the page, right-click the message bar, and then select Download File.
When you are prompted to save or open the report, do one of the following:
- To save the report on a network drive or hard drive, click Save. When the Save As dialog box appears, select a location to save the report to, and then click Save.
- To open the report immediately in the appropriate program, click Open.