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.

Need Help?

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