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

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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

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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.

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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

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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.

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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.

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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.

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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.

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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.