Introduction

FTE Tree provides a reporting system that allows you to generate and export data from your organization. Reports can be run on demand or scheduled for automated generation, and are available in multiple output formats.

Available Report Types

The following report types are available:

  • Position Summary: A comprehensive report of your positions, including FTE amounts, wage rates, adjustments, and total costs. This is useful for budget planning and staffing analysis.

  • Vacancy / Requisition: Shows open requisitions and vacant positions, helping you track staffing gaps and approved but unfilled positions.

  • Employee Roster: Lists employees and their current position assignments, including base wage rates and other attributes.

  • Approval Workflow: Summarizes approval request activity, including request status, approvers, and workflow progression.

Running a Report

To run a report:

  1. Navigate to the Reports section and select the report type you wish to generate.
  2. Configure your report parameters:
  3. Date Range: Select a start and end date to define the period covered by the report.
  4. Date Grouping: Choose how the data is grouped by time: Year, Month, Week, or Day.
  5. Output Format: Select the format for your report output.
  6. Filters: Apply additional filters to narrow the report data to specific departments, job codes, or other criteria.
  7. Submit the report for generation.

Output Formats

Reports can be generated in the following formats:

  • CSV: Comma-separated values file, suitable for opening in spreadsheet applications or importing into other systems.
  • Excel (.xlsx): A native Excel spreadsheet file with formatted data.
  • HTML (On-Screen View): View the report directly in your browser without downloading a file.

Report History

All generated reports are saved in your report history, where you can:

  • View the details of past report runs, including the parameters used.
  • Download the output file for any completed report.
  • See the status of reports (Pending, Running, Completed, or Failed).
  • Review any error messages if a report failed to generate.

The report history also tracks run time statistics and row counts, giving you visibility into the scope of each report.

Summary Reports

In addition to ad-hoc reports, FTE Tree provides Summary Reports that aggregate position data into reusable, pre-configured views. Summary reports are accessible from the Summary Reports tab in the Reports section.

Creating a Summary Report

To create a summary report:

  1. Navigate to Reports and select the Summary Reports tab.
  2. Click Create Summary Report and configure the following:
  3. Name: A descriptive name for the summary report.
  4. Summary Type: Choose what data to summarize:
    • Approved: Summarizes approved position values.
    • Draft: Summarizes draft (pending) position values.
    • Approved (Incumbent): Summarizes approved values using incumbent data.
    • Draft (Incumbent): Summarizes draft values using incumbent data.
  5. Grouper Type: Choose how the data is grouped over time: Total, Day, Week, Month, or Year.
  6. Date Range Type: Choose between a specific date range or a single effective date.
  7. Start Date / End Date: Define the period for the summary. Leave blank to default to today's date.
  8. Save the report. The summary data will be computed automatically.

Viewing Summary Report Data

Once created, summary reports display aggregated FTE, cost, and headcount totals broken down by department and position. The data can be refreshed on demand to reflect the latest position changes.

Summary report data is displayed on the Summary tab of the position list, providing quick access to key totals without navigating away from positions. When multiple summary reports exist, you can switch between them using the tabs at the top of the summary view.

Scenario Comparisons

When a forecast scenario is active, summary reports automatically display comparison data between the approved baseline and the active scenario. The summary view shows three sets of columns:

  • Approved: Totals calculated from the approved baseline scenario.
  • Scenario: Totals reflecting the active scenario's draft changes and assumption overrides.
  • Change: The difference between the scenario and approved values.

This comparison is available at all levels of the summary: the overview totals, the department breakdown, the job code breakdown within departments, and the period-by-period detail. This allows you to see the full impact of a scenario's proposed changes across your organization.

Refresh Status

Summary reports track their data freshness:

  • Fresh: The data is up to date.
  • Stale: The underlying position data has changed since the last refresh.
  • Refreshing: The data is currently being recalculated.

You can manually refresh a summary report at any time to ensure the data reflects the latest changes.

Need Help?

If you have questions about reporting, please contact us or email us at support@ftetree.com.