Points in Range with Balance

Comprehensive point analysis report showing all employees with point activity within a specified date range, including current balances, recent point changes, and detailed breakdown of point-related activities.

Overview

This comprehensive report provides a complete analysis of employee point activity within a specified date range, including current point balances, recent changes, and detailed breakdowns of all point-related activities. It serves as a central dashboard for understanding the overall point system performance and employee discipline status.

Key Features

Complete Point Overview - Shows all employees with point activity in the range
Balance Tracking - Current point balances with historical context
Activity Breakdown - Detailed analysis of point additions and deductions
Trend Analysis - Identifies patterns in point accumulation and reduction
Comprehensive Coverage - Includes positive, negative, and zero balances
Period Comparison - Compares current period to previous periods

Common Use Cases

Monthly Reviews - Comprehensive monthly point system analysis
Management Dashboards - Executive overview of disciplinary metrics
System Analysis - Evaluate effectiveness of point-based discipline system
Trend Identification - Spot patterns in employee behavior and discipline
Policy Assessment - Review impact of disciplinary policy changes
Department Comparisons - Compare point activity across different workgroups

Parameters

Start Date - Beginning of the analysis period
End Date - End of the analysis period
Include Zero Balances - Whether to include employees with zero points
Employee Filter - Optional employee-specific filtering
Workgroup Filter - Optional department/workgroup filtering
Balance Threshold - Minimum balance change for inclusion

Report Contents

Employee identification and details
Current point balance as of end date
Point balance at start of range
Net point change during period
Number of incidents in range
Point additions and reasons
Point deductions and adjustments
Days since last incident
Projected action requirements

Download Alternative Formats

📥 AOD Browser Report Format:

Download AOD Import File - Import this report directly into AOD Service Module

Technical Notes

Report includes all employees with any point activity during the specified range
Balance calculations are cumulative from system start date
Point changes are tracked with full audit trail
Results can be sorted by various criteria including balance, change amount, or employee name
Supports both positive and negative point systems

Getting Started

Define the analysis date range
Configure inclusion criteria (zero balances, thresholds)
Apply appropriate filters for scope
Execute report for comprehensive point analysis
Review results for system performance and trends
Export data for further analysis if needed

Employee Point Balance Today - Current snapshot of all balances
Employee Point Balance in Range (Positive Points) - Positive balance focus
Employee Point Balance in Range (Negative Points) - Negative balance focus
Employee Incidents in Range - Detailed incident information

Points in Range with Balance

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