# Detailed Report
### Overview
The **Department Performance Report — Detailed Report** provides a hierarchical operational view across departments and their associated work areas within a selected site.
Unlike the Trend Report, which focuses on historical performance analytics and graphical reporting, the Detailed Report focuses on current operational visibility and drill-down reporting.
The report allows users to monitor operational performance, compare work area scores, and review compliance performance within departments.
The Detailed Report is designed to provide:
* department-level operational visibility,
* work area performance comparison,
* compliance monitoring,
* operational drill-down reporting,
* and structured operational analysis.
***
### Purpose
The Department PR — Detailed Report helps organisations:
* Monitor operational performance within departments
* Compare work area operational scores
* Review departmental compliance performance
* Identify underperforming operational areas
* Support operational reporting and auditing
* Maintain visibility across departmental operations
***
### Common Use Cases
The Department PR — Detailed Report may be used to:
* Review department-level operational performance
* Compare work area performance within departments
* Monitor compliance consistency across work areas
* Identify operational issues within departments
* Support operational and management reviews
* Prepare for audits and compliance assessments
* Drill down into departmental operational structures
***
### Who Uses This Feature?
The Department PR — Detailed Report is commonly used by:
| Role | Purpose |
| ------------------- | ------------------------------------------------ |
| Department Managers | Monitor departmental operational performance |
| Supervisors | Review work area operational performance |
| QA Teams | Review compliance and operational consistency |
| Compliance Teams | Monitor verification and operational performance |
| Operational Leaders | Review departmental operational visibility |
| Auditors | Validate operational and compliance activities |
***
### Department Performance Report Layout
The Department PR — Detailed Report displays operational data in a hierarchical structure.
The report includes the following sections:
| Section | Description |
| ----------- | -------------------------------------------------- |
| Departments | Displays available departments |
| Work Areas | Displays work areas within each department |
| Operations | Displays operational grouping information |
| avg(Score) | Displays the average operational performance score |
The report allows users to progressively expand operational levels for more detailed visibility.
***
### Navigation & Report Controls
The top section of the Department PR includes report navigation and control options.
| Control | Function |
| ------------------- | ----------------------------------- |
| Previous Arrow | Move to previous reporting period |
| Month Selector | Select reporting month |
| Year Selector | Select reporting year |
| GO Button | Load selected reporting period |
| Next Arrow | Move to next reporting period |
| Email Schedule Icon | Configure scheduled email reporting |
| More Options Menu | Additional report actions |
| Expand Icon | Expand report window |
| Close Button | Close the report |
***
### How to Select a Reporting Period
Users can change the displayed reporting period:
1. Click the month selector
2. Select the required month
3. Select the required year
4. Click **GO**
The report reloads using the selected reporting period.
***
### Department & Work Area Expansion
The Department PR supports expandable hierarchy navigation.
Users can:
* Expand departments to display work areas
* Review operational scoring at each level
* Drill down into operational structures
This allows users to progressively review operational performance across departmental structures.
The hierarchical structure allows users to move from:
* department-level visibility,
* to work area-level visibility,
* down to operational performance visibility.
***
### avg(Score)
The **avg(Score)** column displays the average operational performance score for each department or work area.
The score provides a quick summary of operational compliance and performance.
Higher scores generally indicate stronger operational performance and compliance completion.
The score indicators are visually represented using progress bars for quick comparison between operational areas.
This allows users to quickly identify:
* high-performing operational areas,
* underperforming work areas,
* and departments requiring additional attention.
***
### How to Schedule Email Reports
The Department PR includes an automated email scheduling feature that allows reports to be distributed to selected users on a recurring schedule. Below are the steps:
1. Open the required Performance Report
2. Navigate to the required reporting period
3. Click the **Email Icon**
4. Select the required frequency (Daily/Weekly/Monthly)\
5. Enter the required **PR Value** to automate reporting based on operational score thresholds. *This is optional.*
6. Select one or more recipients
7. Click **Save** to save all the settings.
This feature supports recurring operational reporting and management visibility within departments.
***
### Exporting the Department PR
Users can export the Department PR for:
* operational reporting,
* compliance reviews,
* management reporting,
* and audit preparation.
**The report will only be in Excel format.**
#### Steps
1. Open the required Performance Report
2. Navigate to the required reporting period
3. Click the **More Options** menu (⋮)
4. Click the **Export Report** button.
Exported reports can be used to support operational visibility and compliance documentation.
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