# Detailed Report
### Overview
The **Site Performance Report — Detailed Report** is the highest operational reporting view within the Performance Report structure.
It provides a consolidated and hierarchical operational overview across:
* Sites
* Departments
* Work Areas
* Operations
The Detailed Report allows management and compliance teams to monitor operational performance at a broader organisational level while still maintaining drill-down visibility into individual operational areas.
This report is designed to provide:
* high-level operational visibility,
* site comparison capabilities,
* compliance monitoring,
* operational performance analysis,
* and hierarchical operational reporting across locations.
Unlike the Trend Report, which focuses on historical performance analytics and graphical reporting, the Detailed Report focuses on current operational structure and performance visibility.
### Purpose
The Site PR — Detailed Report helps organisations:
* Monitor operational performance across sites
* Compare compliance and operational scores between locations
* Review department-level performance within each site
* Identify underperforming operational areas
* Support enterprise-level reporting and auditing
* Maintain visibility across multi-site operations
* Drill down into departments and work areas for operational review
***
### Common Use Cases
The Site PR — Detailed Report may be used to:
* Compare operational performance between sites
* Review overall compliance across regions
* Monitor department performance summaries
* Identify operational issues across locations
* Support management reporting and executive reviews
* Prepare for audits and compliance assessments
* Review operational scoring across multiple business units
* Drill down into operational structures for detailed visibility
***
### Who Uses This Feature?
The Site PR is commonly used by:
| Role | Purpose |
| ------------------------------- | -------------------------------------------------- |
| Site Managers | Monitor operational performance within their sites |
| Regional Managers | Compare performance across multiple locations |
| QA Teams | Review compliance and operational consistency |
| Compliance Teams | Monitor verification and compliance performance |
| Senior Operational Stakeholders | Review enterprise-level operational visibility |
| Auditors | Validate operational and compliance performance |
### Site Performance Report Layout
The Site PR — Detailed Report displays operational data in a hierarchical structure.
The report includes the following sections:
| Section | Description |
| ----------- | -------------------------------------------------- |
| Sites | Displays available sites |
| Departments | Displays departments within each site |
| Work Areas | Displays work areas linked to departments |
| 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 Site 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 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.
***
### Site & Department Expansion
The Site PR supports expandable hierarchy navigation.
Users can:
* Expand a site to display departments
* Expand departments to display work areas
* Review operational scoring at each level
This allows users to progressively drill down into operational performance data.
The hierarchical structure allows users to move from:
* site-level visibility,
* to department-level visibility,
* down to work area operational visibility.
***
### avg(Score)
The **avg(Score)** column displays the average operational performance score for each site or department.
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 sites or departments,
* and operational areas requiring attention.
***
### How to Schedule Email Reports
The Site 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
This feature supports recurring operational reporting and management visibility across the organisation.
***
### Exporting the Site PR
Users can export the Site PR for reporting, auditing, or management review purposes.
Available export formats may include:
* PDF
* Excel
Exported reports can be used for:
* compliance reviews,
* operational reporting,
* management presentations,
* 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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