Labour Profitability by User by Service Order Report (F-031)

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.

Show Me

Grouping

User
Service Order

Columns

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

Running the report

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
Show me
Click on Show Report Using Parameter, screen as per below will appear depending on the parameter select.
Show me
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