Shop-Trak Reports Listing

This topic lists and describes the reports available in Shop-Trak along with a sample of the report.  Shop-Trak reports include transactions from Shop-Trak Edit Transactions, Unposted Job Transactions, and Posted forms.

Report Name

Report Description

Report Sample

Edit List Report Provides information about those transactions that still reside in the Shop-Trak Edit Transactions form.  There are multiple range options available when generating this report including employee, transaction type, dates, job, shift, department, and indirect code.   blue_nav_glossary.gifEdit List Report
Employee Status Report Lists the jobs and transactions that employees are actively working on.  This report can be run for a specified date and various ranges including employee, indirect code, and department. employee status reportEmployee Status Report
Indirect Labor Codes Report Lists all indirect codes with the option of printing the corresponding barcodes, or just the plain text. blue_nav_glossary.gifIndirect Labor Codes Report
Item Serial Number Labels Report Use this report to print off a range of serial numbers, or print off the serial numbers for a specified range.  It can also be run for a starting and ending range of items.  Only serial numbers that have a status of “In Inventory” will print.  This report will print the serial numbers on preformatted 1 x 4 labels.  These labels could then be used to complete the Shop-Trak Job Material Serial Numbers Report.  The completed report could be used as an aid when actually performing the transactions in Infor SyteLine to create the one-to-one link between a serialized component material to the serialized parent item.   

Use the Report Options form to define the printer the labels will print to.     

N/A
Job Material Serial Numbers Report Use this report as a document to collect the serial numbers of the serialized job components.    

Select the job number range.  Select the Print Barcode Format check box if you want barcodes to display on the report.

The serial numbers can be entered in manually into the blank Unit S.N. box, or the Shop-Trak Item Serial Number Labels Report can be run to print the serial numbers on labels that can be manually placed onto the report.   

blue_nav_glossary.gifJob Material Serial Numbers Report
Job Status Report Indicates the current status of a specific job.  Transactions still in Shop-Trak are displayed with a description of “Running,” Unposted Job Transactions are displayed with a description of  “Unposted.”  Posted Job Transactions do not indicate a description but are reported in totals by operation.  

This report can be generated for Materials and Labor individually or Both Material and Labor.  The detail includes a comparison of Planned hours versus Actual hours by operation and work center.

blue_nav_glossary.gifJob Status Report
Kanban Replenishment Log Displays information regarding replenishments that were generated by employees on the shop floor.  Kanban Replenishments work in conjunction with the Shop-Trak Item Profile.   blue_nav_glossary.gifKanban Replenishment Log
Planned Absence Report Can be generated by Employee range, Shift and/or Department range, and with all absence detail or planned absence only.  Dates can also be specified.

This report displays employees that are absent from work.  The employee is considered absent if they are not “punched in” or a pre-planned absence exists in the Human Resource module.

The Activity Since Midnight column indicates if there has been any activity for the employee since midnight.   "Yes" indicates that there is a transaction in the Employee Attendance form, Unposted Job Transaction form, Shop-Trak Edit Transaction form, or Project Transaction form that has a transaction date after midnight of the day the report is run for.  "No" indicates that there is a record in the Employee Attendance form, but the employee has no other transactions since midnight of the day the report is run for.  Blank indicates there are no actual transactions or employee attendance records since midnight for the day the report is run for. 

blue_nav_glossary.gifPlanned Absence Report
Pre-Generation Report Use this report to analyze employee payroll hours and dollars prior to generating payroll.  The Use Shop-Trak Payroll Processing check box must be selected on the Payroll tab of the Shop-Trak Parameters form in order to generate this report.  
blue_nav_glossary.gifPre-Generation Report
Reason Codes Report Lists reason codes by class, code, and description.  blue_nav_glossary.gifReason Codes Report
RTE Transaction Report Use this report to review transactions for those employees flagged as RTE in the Shop-Trak Employee Profile form. blue_nav_glossary.gifRTE Transaction Report
Rules List Report Displays defined rules within Shop-Trak.  These reports can be generated for machine or rate rules. N/A
Team ID List Report Displays a list of available teams along with the work center they are assigned to and the description of the team from the Team Master file. (Paul what file is this?  Can't find a form named this) blue_nav_glossary.gifTeam ID List Report
Time &  Attendance / Delinquency Report Used for exception reporting relative to employee's shift code start and end times and the early in/late out grace periods. It includes transaction types, start and end times, job and operation numbers, daily detail, totals and planned absences recorded in Infor SyteLine.

This report can be generated by various ranges including date, employee, shift, department, and/or indirect code.  It can be generated in detail or summary form.  Detail mode displays exception messages.

To accommodate the wide variety of reporting needs for employees that work remotely, this report can also be run just for RTE employees by selecting the RTE Employees Only check box.

The exception messages shown are based off of the employee’s assigned shift start and end time.  The exception message “Added Manually” is displayed when a transaction is manually added through the Unposted Job Transaction form, or the Shop-Trak Edit Transactions form.  “Added Manually” means the transaction has no start or end times.  This is an indication that the transaction did not come from the Shop-Trak Shop Floor, therefore it must have been added manually.  

blue_nav_glossary.gifTime & Attendance / Delinquency Report
Time Sheet Display Report A complete listing of an employee’s transactions.  Quantities can be viewed as well as job, operation, hours, dates, and times. blue_nav_glossary.gifTime Sheet Display Report
Time Sheet with Sign-Off Report Displays a daily summary of transactions for a selected employee, department, date range, or supervisor.

Running this report is very similar to running a Payroll Generation process.  Therefore, it is very important to note that all transactions for the specified date range must be posted.  

The report displays the employee’s daily start time, up until a non-paid break/lunch, then the time after the break/lunch, until punchout for the day.   If the employee did not take a non-paid break or lunch there will be one transaction showing the punchin time and the punchout time.   

The Worked Hours column shows the total of the actual time the employee worked.  If the employee has records in the Employee Attendance form (Paula what is this form?  Couldn't find it) for vacation, holiday, sick or other, those hours will also be displayed.   

The report will display data according to how the Shop-Trak Payroll Generation Tables form is set up.  It is important to understand how the overtime rules are defined before running this report.  If questions arise as to how the hours were calculated, refer to the Payroll Generation Tables for the shift/department that the employee is in to help answer questions.   

The report also has an area for the employee and the supervisor to sign-off on to approve the hours for the period.

blue_nav_glossary.gifTime Sheet with Sign-Off Report
Transaction Audit Trail Report Used for diagnosing transaction processing and changes or updates made to transactions after they have entered the Shop-Trak Edit Transaction form.  The report was originally created for Shop-Trak support analysts to help resolve issues.  It has since been made available on the Shop-Trak Reports menu as a tool for customers also.  The report may be run for add, update, delete, or transfer activity.

Display Differences Only – Will only display the transactions that have changed from the time they entered the Shop-Trak Edit Transactions form to the time they were transferred to Infor SyteLine.

Export to CSV - Use this option to export the records to Excel.  The records can then be sorted and filtered to see only the data required.

blue_nav_glossary.gifTransaction Audit Trail Report
Transfer to SyteLine Report Displays all transactions in the Edit Transactions form that did not transfer to SyteLine successfully due to certain conditions. blue_nav_glossary.gifTransfer to SyteLine Report
Work Center Status Report Indicates the employees actively working in the work center, transaction and operation types the employee is logged in to, transaction start time, and time elapsed.  This report can be generated by work center or department range.   employee status reportWork Center Status Report

 


Related Topics

Running the Shop-Trak Transfer to SyteLine Report