Introduction

FTE Tree reports, available from Staffing Strategy > Insights, help you review workforce plans, costs, approvals, openings, schedules, and data quality. You can view reports in FTE Tree or export them for spreadsheet analysis.

Reports use the same position information shown in Staffing Strategy, so totals stay consistent between workspace totals, report pages, and exports when the same date, scenario, filters, and access are used. Scenario comparison reports include scenario job-code and adjustment assumptions for matching positions, even if those positions do not have separate draft field changes.

If your organization has renamed labels such as Department, Employee, Job code, Pay grade, or External position ID, reports show your organization's wording.

Available report types

Reports are grouped by purpose and can be searched by name or description from the Insights page.

Planning and budget comparison

  • Position plan comparison: Compare Operating Budget and scenarios by period and department.
  • GL plan comparison: Compare Operating Budget and scenarios by period and GL string.
  • Scenario variance bridge: See department-level changes between a baseline and selected scenarios.
  • Scenario portfolio summary: See total FTE, headcount, and cost for each selected plan view.

Finance and reconciliation

  • Budget load / ledger export: Export planning amounts in a ledger-ready format by period, GL string, and plan view.
  • GL summary: Summarize Operating Budget costs and FTE by GL segment.
  • Calculation audit detail: Trace the details behind planning totals.
  • Adjustment impact: Review wage adjustments and their FTE and cost impact by plan view.

Position and workforce review

  • Position summary: Summarize Operating Budget FTE, cost, and headcount by department and period.
  • Position-period extract: Export detailed planning data by position, period, and plan view.
  • Position movement: Track FTE, headcount, and cost changes by position over time.
  • Data quality / readiness: Find position setup issues that may affect report results.
  • External ID coverage: Check which active positions have an external ID and which need one.

Openings

  • Opening forecast: See open openings with requested FTE and approved cost for forecasting.
  • Openings: Track approved openings through post-approval staffing execution.

Approvals

  • Approval impact: Review requested, approved, and changed FTE and cost for each approval request.
  • Approval workflow: Review approval requests by status, department, requester, FTE, and cost.
  • Approval request statistics: Track approval request volume, cycle time, bottlenecks, and completion rates.
  • Self-approval activity: Find changes approved without independent review, including overrides, direct edits, and import bypasses.

Employees and schedules

  • Employee roster: List current employees and their core attributes by department.
  • Schedule gap: Find open time slots with no scheduled position coverage for available job codes.
  • Schedule coverage: See staffed time slots by job code, day of week, and time of day using entry types marked as coverage.
  • Coverage target compliance: Compare active coverage targets to Operating Budget and selected scenarios, including compliance status and variance.

On-screen analytics

Reports can be viewed directly in FTE Tree before you export them. Some planning reports include summary tiles, bar charts, or variance visuals above the table so you can review the pattern before downloading the data.

Staffing Strategy totals and reports use the same saved position information. The workspace actions let you save the current view, open the same context in Insights, or prepare an export. If recent changes are still being applied, rerun the report after the updated values are ready. Use Staffing Strategy for day-to-day position review, and use Insights when you need comparisons, grouped summaries, or detailed exports.

For examples showing how schedule FTE, wage sources, adjustments, effective dates, summaries, and Calculation audit detail connect, see Position calculations and examples.

Saved report views

Saved report views let you rerun a report without choosing the same filters each time. A saved view can remember the report type, layout, format, date grouping, cost allocation method, selected scenarios, baseline, department filters, and workspace filters.

Personal saved views are visible only to the person who saved them. Users with permission to manage report templates can maintain shared views for the organization.

Cost allocation method

Planning reports start with annualized position and incumbent costs. The report's cost allocation method controls how those annualized costs become period amounts.

Actual calendar days is the default.

  • Actual calendar days is the default. It uses actual/actual calendar-year weighting. February 2024 uses 29/366 of annualized cost, February 2025 uses 28/365, and a full leap year still equals one annualized amount.
  • Even monthly smooths each full month to 1/12 of annualized cost. Partial months use (included days / days in month) x 1/12, so a mid-month effective change splits that month's share by included days.

Both methods round report amounts to cents and reconcile period rows back to the selected date-range total after rounding. Calculation audit detail uses the same selected method, so audit rows should match the report's period allocation.

Output layouts

Some reports support more than one output layout:

  • Comparison matrix: A wide view for comparing Operating Budget and scenarios side by side.
  • Rows for analysis: A layout that is easier to filter, pivot, and use in other tools.
  • Detail extract: A detailed export for audit and troubleshooting.

Rows for analysis and detail extracts can look similar. Use rows for analysis when you want a clean dataset for reporting. Use detail extracts when you need to explain how a number was calculated.

GL reports show your organization's GL segment names, such as Fund or Cost center.

Output formats

Reports can be generated in these formats:

  • CSV: Plain-text tabular output for spreadsheets and system imports.
  • Excel (.xlsx): Spreadsheet output for users who want an Excel workbook.
  • Parquet: Analytics-ready columnar output for data tools and larger extracts.
  • On-screen view: Browser preview with formatted columns and pagination.

Not every report supports every layout or format. The report form shows the options available for the report you selected.

Scenario comparisons

Scenario comparison reports compare:

  • Operating Budget: the committed plan.
  • Scenario: a selected forecast or planning scenario.

You only see scenarios and departments you are allowed to access.

Comparison exports use readable plan-view labels, such as Operating Budget or the scenario name, so exported and on-screen columns do not expose internal plan identifiers.

Permissions and security

Your access to reports depends on both report permissions and the type of data in the report:

  • View reports controls access to the report list and report history.
  • Run reports controls report generation.
  • Export reports controls report downloads.
  • Position reports require View positions and respect department access.
  • Employee reports require View employees.
  • Opening reports require View opening.
  • Approval reports require the relevant approval or request permission.

When you run a report, FTE Tree uses your access at the time you requested it. Later permission changes do not expand the data in a report that was already requested.

Department availability does not remove existing data from reports. If a department is unavailable for new position assignments, reports still include positions, requests, openings, GL values, and history tied to that department when the report type and your access allow it.

Reports that include wage or sensitive data are audited, including report runs, previews, downloads, and sensitive wage reads.

Limits and retention

FTE Tree applies organization and user limits to protect performance. Limits can apply to active reports, row counts, detail export size, selected scenario count, retained files, and export frequency. If a report is too large, narrow the filters or use a summary layout.

Generated report files are kept according to your organization's report retention setting. Pending and running reports are not deleted until they finish.

Need help?

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