Labour Profitability by User by Period Report (F-030)
- Diane Partridge
- Peter Drill
Overview
This report shows the number of service calls, hours worked and value charged broken down by technician for service type of Labour only.
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 |
| End 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. |
Grouping
- User
- Period
Columns
Heading | Definition |
|---|---|
| User | Technician that is assigned to this service order |
| Name | Name of the technician assigned |
| Period | The financial period of the data 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 Period F-030
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 period and End at period
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
- Result appears as above image (Image of report result) depending on parameters
- Click Save and Close