The Builder User Performance Report shows performance of users based on when scheduling activities should occur. This report looks at two things:
The lead date of the task and if it was submitted to the supplier on or before the lead date.
The end date of the task and if it was marked complete on or before the end date.
To generate the report:
Select the Organization from the drop-down menu. The report page will refresh.
Then select Job Primary User, Job Status, and Task Type from the filters.
Click Generate Report.
Where does that come from?
Below is a list of information in the Builder User Performance Report and where the information comes from.
Report Filters
Organization - Contains a list of organizations from BuildPro.
Job Primary User - This is a list of all users assigned as the primary user on at least one job.
Job Status - Defaults to 'Active'. This can be used to filter jobs by status (Active, Closed, Inventory, etc).
Task Type - Defaults to 'Purchase Order'. This filter can be used to show performance on specific types of BuildPro tasks.
PO Date Range - The default for this is ’No Date Filter.’ Click the Select Dates button to choose the type of date filter you want to set. Choose from: Custom (Enter Date Range), Today, Yesterday, Next X Days, Last X Days, This Week/Month/Quarter, To Date Week/Month/Quarter, Last Week/Month/Quarter, No Date Filter.
Report Columns
Job
Name - Displays the name of the job. This is the same as the job name from the Jobs Tab.
Primary - Name of the primary user assigned to the job.
Started Tasks
% Not Enough Lead Time - The number of In Progress or Completed PO tasks started after the lead date divided by the total number of In Progress or Completed PO tasks for the job. Multiply this number by 100 to get a percentage.
%Started Early - The number of tasks started before the lead date divided by the total number of started tasks. Multiply this number by 100 to get a percentage.
%Started On Time - The number of tasks started on the lead date divided by the total number of started tasks. Multiply this number by 100 to get a percentage.
Avg Days Late - The average number of days past the lead date the task was started.
Completed Tasks
% Approved Late - The number of tasks marked complete after the end date of the task divided by the total number of completed tasks. Multiply this number by 100 to get a percentage.
% Paying Early - The number of tasks marked complete before the end date of the task divided by the total number of completed tasks. Multiply this number by 100 to get a percentage.
% Completed On Time - The number of tasks marked complete on the end date of the task divided by the total number of completed tasks. Multiply this number by 100 to get a percentage.
Avg Days Late - The average number of days past the end date the task was marked complete.
Total % - The number of started tasks started on or before the lead date plus the number of completed tasks completed on or before the end date divided by the total number of started and completed tasks.
% of Suppliers on SP for the selected Org - The number of suppliers on SupplyPro divided by the total number of active suppliers belonging to the Org selected from the drop down.