0 Replies Latest reply on Feb 25, 2013 9:31 AM by FileMakerNovice

    Report extracting groups (by manager)

    FileMakerNovice

      Title

      Report extracting groups (by manager)

      Post

           Hello,

           I am currently looking for a way to make a Manager Ranking for my database.  Let me explain my current database:

           Database View:
           Employees--Stats
                        \
                       Calls

           Relationship:
           Employees to Stats/Call
           Employee ID = Employee ID
           STARTDATE<=Date
           ENDDATE>=Date
           cOmitDates !=Date

           Tables:
           Employees:  This is the parent table that contains all Employee names (including managers), Manager name, Employee ID, Email address, etc.  It also contains extracted calculated fields that get metrics from Stats and Calls.  For instance, total calls, customer surveys, etc.  It then evaluates and gives a grade for each metric and then a final grade.  
           Stats:  This table contains certain stats.  These are customer surveys and call stats.
           Calls:  This contains manager evaluations.  Similar to a 1-10 grade for some calls listened to.

           Goal:
           I want to make a report that ranks all manager's employee's stats.  All manager names are in the Employees Table.  I currently have a report that sorts by manager name and then I have several summary fields that display.(It displays only manager stats with the use of a subsummary object)  I would like something that is more sortable.  The current method can only be sorted by name.  I would also want to sort the managers by their employee's surverys, manager evals, etc.

           More detail:
           A record from the employee table could look something like this:(Some fields not shown to simplify)
           Employee ID:  123456
           Manager Name:  Joe Smith
           Customer Points:     30  //Extracted from Good Surveys: 10 divided by Surveys:  10.  This metric gets 30 points total.
           Manager Points:       40 //Extracted from Good Evals: 10 divided by Evals: 10.  This metric gets 40 total points.
           Calls/Hr Points:        30 //Extracted from Hours divided by calls.  This metric has a fomula to give up to 30 points.
           Final Grade:           100

           Updated Goal:
           So... I would like to have a report that lists the manager name and the summary of their employees:
           Manager, Total Survey, Good Surveys, Customer Points, Total Evals, Good Evals, Eval Points, Hours Worked, Calls Taken, Calls/Hr Points, Final Grade.
           I would also like this report to be sortable by any of the fields.