ES Optimizer Sample Reports
There are more than 200 reports available in ES Optimizer. Below are just the most common modules/forms available in the software. The reports reflect the data present in the modules/forms.
Daily Assignment Sample Reports
Report Name
Report Description
The daily assignment of defined work activities.
The daily assignment of defined work activities with attached checklist for the week.
The supervisor’s copy of daily assignment of defined work activities.
This report totals all daily assignments by total hours and FTEs. It is grouped by shift.
A report that summarizes the square footage and time by assignment. A SqFt per hour value is also produced.
An executive summary report totals all daily assignments by total and available work minutes. It is grouped by shift. It also lists the number of discharges each census assignment can perform calculated with no vacant rooms taken into account.
Project Assignment Sample Reports
Report Name
Report Description
An annual summary of scheduled and completed projects for selected dates grouped by assigned employee.
An annual summary of scheduled and completed projects for selected dates.
A periodic assignment sheet for each day’s work.
A detailed listing of incompleted projects for selected dates.
A worksheet that list all the periodic requirements specific to a subsection.
This report shows the monthly Cubicle Curtain Cleaning data for the selected period.
Census Based Scheduling Reports
Report Name
Report Description
A worksheet for employees to log completed discharges and additional tasks.
A worksheet for supervisors to manage discharges and other work.
A summary report of productivity grouped by assignment and year.
A detail report of productivity grouped by assignment and date.
A summary report of productivity grouped by employee and month.
A monthly productivity ranking of employees.
Quality Management Reports
Report Name
Report Description
A quality report that lists cleaning steps by Assignment.
A quality report that lists cleaning steps by Employee.
A quality report that lists cleaning steps by Supervisor.
A detailed quality report that lists completed room inspections of all Areas.
A monthly quality report that lists completed room inspections of all Areas.
Personnel Reports
Report Name
Report Description
This report shows the schedule based on assignment list and a two-week date range.
The daily sign in sheet that lists employees and assignments by their global shift.
This attendance report lists all the days and total Hours for non-worked days based upon a specified date range.
Employee Training Reports
Report Name
Report Description
A listing of all classes scheduled grouped by year.
A detailed outline for one class.
A detailed training record for one employee.
A sign in sheet for one class.
A detailed test for one class.
Staffing Analysis Reports
Report Name
Report Description
A compilation of specified cleaning requirements within your facility.
This report shows the list of affected rooms from WhatIf module.
Building / Room Sample Reports
Report Name
Report Description
A Global Report that summarizes square footage and time requirements (excluding Policing and Additional SPC) for all selected Rooms sorted by Building.
A Global Report that summarizes square footage (excluding Policing and Additional SPC) for all selected Rooms sorted by Room Type.
This is a Room summary highlighting the Annual Daily Cleaning (excluding Policing and Additional SPC) for Medicare reimbursement purposes.
A Detail Report that shows time requirements for All Housekeeper I, II and Policing duties and selected Rooms sorted by Building and Floor.
A Global Report that summarizes square footage and time requirements (excluding
Policing and Additional SPC) for all selected Rooms sorted by Building.
Employee Reports
Report Name
Report Description
This report contains a complete Notes History for a selected Employee.