This lesson shows you what kind of reports you can generate in the Matrix.
Once dates are loaded, click 'Print'.
Here you can see I've decided to load all of the plans for my East Valley Campus for June. I'd like to see a few reports for this month so I'm going to click Print and the options will come up for me.
Click the arrows to see the Community Report options available.
I'm going to select the highlighted report, "Sample- Matrix Report". The rest of the community reports will be shown in the next few steps.
This is what your SAMPLE MATRIX REPORT looks like:
This report shows you all of the people scheduled under each team for each day. It also shows their status. If they have not yet replied, their name will appear grey and they will have a ? symbol next to their name. If they have confirmed, it will be in bold. If they have declined, their name will not show up there at all. This report does not show needed positions. Only those who have been scheduled.
Note: It will only show the teams that you have opened in the matrix. This allows you to pick and choose which teams show up in this report. In the matrix view, just click the arrow to the left of the team name to expand or close that team.
This is what the VERTICAL MATRIX REPORT looks like:
This is what the TIMES report looks like:
This report shows you all of the times and their titles for each date loaded in the matrix.
This is what the ALL PEOPLE report looks like:
This report shows you everyone you have scheduled for every team, whether opened or not. It also tells you their position underneath their name, and once again, shows you their status (confirmed or pending).
This is what the PEOPLE CALENDAR (open teams) report looks like:
This report shows you all of the people scheduled to the different teams and positions for each day. Again, it shows everyone's status, and will only show open teams.
This is what the ALL INDIVIDUAL PLAN REPORTS report looks like:
This report will give you one PDF of all the plan flows with times and item notes. As you can see from the far right of this screen shot, it does compile each plan report from every day you have loaded in the matrix.