Events Report: configuration
Creating an events report
To create an events report, go to the Settings menu > Right-click on Events Report > Create an events report for > Select the dimension.
The following window is then enabled:
You must define the following characteristics, then click on the OK button to save the events report.
These characteristics are:
The Name text field is mandatory. It is used to give a name to the events report being created.
If the multi-language management is activated in the Admin center, it will be possible to fill in a name for this dimension in the proposed languages by clicking on the button.
|Name of the events reportg in french||Nombre de jours d’absences du mois|
|Name of the events report in english||Number of days of absence during the month|
|What is seen in a FR desktop||Nombre de jours d’absences du mois|
|What is seen in a EN desktop||Number of days of absence during the month|
The Description text field is optional. It is used to provide a description to an events report.
This represents the creation date and time and the most recent change to the events report, together with the login of the user who implemented the actions.
This characteristic cannot be edited.
- Per dimension: you must choose the grouping dimension and the headings and resources used by it.
If enabled, this button is used to cumulate the values given by the calculation of the data to calculate.
This function works if a grouping exists.
If enabled, this button is used to repeat the display of the value for a heading, if this value is identical for several consecutive rows in the events report.
If it is not enabled, only differing values are displayed.
The Display in drop-down list is used to display the results calculated:
- Either as a value,
- Or, as a percentage of the total,
- Or, as a percentage of the column,
- Or, as a percentage of the line.
If enabled, this button is used to repeat the row as many times as there are events.
The Number of subtotals numeric field is used to choose the number of subtotals displayed, as per the analysis and grouping criteria.
For example, the value 1 means that only the overall total of the data to calculate will be displayed.
Data to calculate
The values of the Data to calculate are used to choose, from the list of existing numerical data, which data will be calculated by the events report.
Right-click to display the following window:
Click on the Add button to add a new calculation, Duplicate to duplicate an existing calculation, and Delete to remove a calculation.
For each data item to calculate, you must define the following:
Give the data to calculate a name.
This type can be:
- Number of events,
- Duration of events (h),
- Duration of events (d),
- Achieved duration (h),
- Achieved duration (d),
- Free period duration (h): only with the one event per line functionality,
- Free period duration (d): only with the one event per line functionality,
- Workload in hours,
- Workload in days,
- Free load (h),
- Free load (d),
- Valuations: choose the calculation unit and valuation items in the corresponding fields,
- Form values: choose the form numerical headings in the Form headings field,
- Resources values: choose the numerical headings or persistent calculated headings for the resources in the Resource headings field,
- Formula: used to carry out calculations between the data to be calculated in the events report in the Formula field.
You cannot use a “formula” data item to be calculated in another “formula” data item to be calculated.
Select the format for displaying numerical values.
The comma is set by using a full stop in VISUAL PLANNING. The thousands separator is set using a comma ”,”:
Set the thresholds using a constant or one of the “data to be calculated”.
The thresholds are only displayed if the grouping has been activated.
Choose a pre-defined period, a personalized or standard period (in this case the users can directly modify the period in the report by right clicking on the events report view).
Example: This Month means From the start of the first day of the current month to the end of last day of the current month.
Chose an existing events filter, a personalized or standard filter (in this case the users can directly modify the filter in the report, by right clicking on the events report view).
This field is available:
- If there is a grouping per period,
- For the following types of data to be calculated: number of events, duration of events (h or d), achieved duration (h or d), load (h or d), valuations, form headings or resource headings.
For an event with a start date on 31/01/2020 and an end date on 02/02/2020, if the grouping is by month and the calculation is performed on a duration in days
Proportionate to the periods passed through (except for Number of events)
|The calculation total is smoothed on the periods passed through by the event||There will be 1 d in January 2020 and 2 d in February 2020|
|The total calculation will be performed in the event start period||There will be 3 d in January 2020|
|The total calculation will be performed in the event end period||There will be 3 d in February 2020|
In each period
|The total calculation will be repeated in each period between the start and end of the event||There will be 3 d in January 2020 and 3 d in February 2020|
When the data to calculate is a formula, you must define it in the “Specific” section.
Enter the formula in the window displayed. You can choose one of the calculated headings by right-clicking in the window.
The list of ‘Dimension’ filters is used to apply a resource filter from among those of the dimension selected for the Events Report.
You can also select the standard filter (see Use of standard filters) or a customized resource filter.
Enable this button to activate this parameter.
Enable this button if authentication is required to start the export of the events report.
Editing an events report
To edit an existing events report, go to the Settings menu > Events report.
Click on the events report to be modified.
The corresponding section is activated to be able to modify the events report.
Deleting an events report
To delete an existing events report, right-click on the events report to be deleted > Delete.
The following warning message appears:
Click on Yes to confirm the deletion, or on No to cancel it.