Page Comparison

This type of report provides a summary of a person’s workload.

To generate Person Summary Workload Resource Utilization Report follow the steps:

1. Navigate to to the Reports page by clicking the User icon on the toolbar > Reports and find the desired report in the list:

2. Select the display units the data to be grouped by – day, week, or month.

3. Select the First Month which the report is supposed to be started from

• the default value is is the Current Month, other available options are : Previous the previous Month, Current Month, and Next Month up to one year.

4. Select a the Period the report is to be generated for.

• the default value is 1 month4 next weeks, options are from 1 month to 12 months.

5. Select a Team the report is to be generated for.

• the default value is is the Current selected Team on the Dashboard.

6. Check 'Show details in percentage' (optional)

7. Generate Excel or Web Report:

Person Summary Workload Resource Utilization Report opens in the selected format:

• records of teams and team members are on the left

• each column corresponds to one day

• numbers correspond to the number of hours of work scheduled for a person or the percentage of the person’s capacity utilization.

You can learn more about this report in the video below: