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How to create client utilization reports

Compare FTE per payroll and budget and resource tracker by department and role.

Step by Step Guide:

    1. The purpose of this report is to compare by department and title (i.e., role).

    Full-Time Employees (FTEs) as per the Payroll – this data comes from the Payroll data (both actual and budget, depending on the range of months being reported and the budget version selected – and is expressed as FTEs.

    Full-Time FTEs as per the Resource Tracker – this data comes from the Resource Tracker data – the number of hours agreed

    2. Navigate to JOBS > Resource Tracker > Resource Tracker Reports.

    3. Click Client Utilisation Reports

    4. Select a Report Format:

    • Department Summary
    • Department & Title Summary
    • Monthly Summary

    5. Click Excel, Chart, Preview or Print.