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.

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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

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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

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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

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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.

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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

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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.

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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.

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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.

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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.

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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.