Each row is a technician.
- The Not Found row is for labor operations with no category.
- The Not Assigned Row includes
- Labor and parts with no technician assigned.
- Parts not attached to labor operations in job based view.
NOTE: When the Count Jobs by Category box is checked in the report criteria, the totals do not reflect the number of labor operations. If there are two labor operations for the same category, they are counted as one.
Columns
This report contains the columns listed below.
Sold Columns
| Column | Description |
|---|---|
|
Jobs |
Number of labor operations sold. |
|
Total sales |
Declined Columns
| Column | Description |
|---|---|
|
Jobs |
Number of labor operations declined. |
|
Amount |
Total sales that were declined |
Open Estimates Columns
| Column | Description |
|---|---|
|
Jobs |
Number of labor operations on open estimates. |
|
Amount |
Total sales amount on open estimates |
Saved Estimates Columns
| Column | Description |
|---|---|
|
Jobs |
Number of labor operations on saved estimates. |
|
Amount |
Total sales amount on saved estimates. |
Lost Jobs Column
The percentage of all jobs that were declined.
Lost Sales Column
The percentage of all sales that were declined.
NOTE: Discounts are not subtracted from the above totals.
Drilldown Reports
When printed to the screen, this is a drilldown report. You can select a specific category and technician to open a report for that category. Double click on a technician to open the same report by category in a new tab.
Double click on a Category to view the report for that specific technician by repair order and job.
The detail screen for specific categories shows the following information for each repair order or estimate.
| Column | Definition |
|---|---|
|
Inv/Est |
Repair Order or Estimate Number |
|
Date |
Closed or Saved Date |
|
Sold |
Total Sales amount sold |
|
Declined |
Total Sales amount declined |
|
Open Estimates |
Total Sales amount on open estimates |
|
Saved Estimates |
Total Sales amount on saved estimates |
|
Lost Jobs |
Percentage of all jobs that were declined. |
|
Lost Sales |
Percentage of all sales that were declined. |
The detail screen for specific categories shows the same information for each technician. It also shows the repair order number, close date, and labor description for each labor operation.
Related Topics