Points Report

Purpose

1.       To demonstrate the features and navigation of the Points Report.

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Related Articles

1. 

   There is set up involved in each of the three modules Payroll and Points can be tracked through.  Please follow the steps in the related articles below to set up the areas you will be tracking.
   1. Incident Documentation
      
   1. Enabling Payroll Summary
      
   2. Adding Personnel to the Payroll Summary
      
   3. Updating the Personnel in Payroll Summary
      
   2. Activities and Events
      
   1. Enabling Payroll Summary
      
   2. Payroll Summary Tab
      
   3. Adding Personnel in Payroll Summery within an Activity
      
   4. Updating Personnel in Payroll Summery within an Activity
      
   3. Training
      
   1. Training- Enabling the Payroll Summary Grid

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Video

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Instructions

1. Navigate to the Reports module.

2. Select PayRoll/Points from the menu. 

3. Click on Points Report from Report type. The report will be displayed below.

4. The maximum points for each section can be set at the top of the screen. Indicate how many points are possible, click Apply, and the report will update accordingly.

5. The below image shows the maximum number of Incident Points has been adjusted to 5. The system will also calculate the percent complete progress. 

6. To adjust report parameters, click on Advanced Search.

7. Filters can be utilized to narrow report results to only the desired items. Simply select all desired filters and click Search.

8. Click on the Download button for a .csv version of this report.

Incident points are based off of the Payroll Summary within Incident Documentation. 

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