Overview
This report shows the number of service calls, hours worked and value charged broken down by technician and service order for service type of Labour.
This report works off the Service Order and Service Order lines.
The service order must have a status = Posted
The service order must be assigned to a User
The service order line must have at least one product that is a type of Labour.
Data Type
Service Order Lines
Criteria
| Heading | Comments |
|---|---|
| Start From Date | The date of the first service order to consider |
| Ent At Date | The date of the last service order to consider |
| Start From Customer | The first customer to consider (alphabetically). All customers will be considered if left blank. |
| End At customer | The last customer to consider (alphabetically). All customers will be considered if left blank. |
| User | The technician to run this report for. All technicians will be considered if left blank. |
| Exclude Uncharged Jobs Check Box | Whether to exclude lines where the "value inc tax ordered" is zero. |
...
Heading | Definition |
|---|---|
| User | Technician that is assigned to this service order |
| Name | Name of the technician assigned |
| Date | Date of the service order for which the data is being shown |
| Service | Transaction number of the service order for which the data is being shown |
| Service Calls | Total number of service calls for that technician assigned for the date range selected for completed service orders |
| Hours Charged | Total number of quantity supplied on the service order lines for the technician assigned for all completed service orders |
| Hours Actual | Total number of quantity actual on the service order lines for the technician assigned for all completed service orders |
Value Ex | Total value ex tax ordered for the technician assigned to the service order for all completed service orders. |
GP% | The calculated gross profit percent based on the values and costs on the service orders |
...
- In the Navigation panel, click on Reports>Form Report.
- In the list of reports find the category Service and then double click on Labour Profitability By User by Service Order F-031
Select a parameter, some options may be as per image
Click on Show Report Using Parameter, screen as per below will appear depending on the parameter select.
Enter the Start from date and End at date
You may wish to select a customer or leave it blank for all customers
- You may wish to select a User or leave it blank for all Technicians
- Result appears as above image (Image of report result) depending on parameters
- Click Save and Close