Individual Performance Reports display data to help you understand employee performance in your shop, such as time logs and labor costs.
View Individual Performance Reports
Time Log Report
Select the Reports icon from the left-side navigation bar. Select Time Log.
What were my technician’s time punches yesterday? View all time logs within a selected date range. Each time an employee clocks in or out will be recorded, regardless of being assigned to an estimate or invoice. Select Customize to choose which time log data is displayed.
Filters
Select Filters to choose which data is displayed in the Time Log report.
Time In: Displays data from time clocked in during a selected date range
Technicians: Displays data for a specific technician(s)
Activity Type: Displays data by activity type that the clocked time was assigned to (general, order, service, labor)
Activity: Displays data by activity that the clocked time was assigned to (specific orders, services)
Services By Technician Report
Select the Reports icon from the left-side navigation bar. Select Services By Technician.
What did my technicians work on last week? This report shows each service your technicians have been assigned to. Each line represents a complete service that can contain multiple labor line items. The information for each service includes the service's date, name, the order number the service belongs to, and the service's invoiced hours. Invoiced Hours are the number of retail labor hours your customer was charged for a service. Select Customize to choose which time log data is displayed.
Filters
Select Filters to choose which data is displayed in the Services By Technician report.
Date Range: Displays data from within the date range selected
Invoiced: Show data from work orders with a status of Invoiced. Data will only show if a technician was assigned to the invoiced order (Assign Technicians to Labor Items)
Labor Completed: Show data from services that are marked complete. Only data from labor items that are marked complete in the status column of the order (both estimates and invoices by default) will be included
Order Status: Displays data from orders based on order status (estimate, invoice, or both)
Paid Status: Displays data from orders based on the paid status (paid, unpaid, partially paid)
Technicians: Displays data for a specific technician(s)
Customers: Displays data for orders associated with a specific customer(s)
Columns
The following columns are included in this report:
Technician: Name of the assigned technician
Invoiced/Completed Dates: The date the order was invoiced and/or the date the service was completed (depending on your filters)
Order: Name of the order
Service: Name of the service on the order
Current Rate: Labor rate set in that technician’s user settings
Tracked Hours: Time that technician clocked on that specific service
Total Labor Cost: Tracked Hours x Current Rate
Total Cost Hours: Cost hours recorded on assigned labor items
Total Labor Billed: Retail price of labor line items (calculated when orders are invoiced)
Total Billed Hours: Total retail hours on completed orders
Service/Order Efficiency: Total Hours Billed divided by Hours on Orders
For example, if a job is quoted to take 120 minutes and the technician finishes it in 90 minutes, the Service/Order Efficiency would be calculated as follows: 120 / 90 = 1.333 = 133% efficiency
Summary By Technician Report
Select the Reports icon from the left-side navigation bar. Select Summary By Technician.
How efficient are my technicians? View key info about your technicians including their labor costs, tracked hours, efficiency, and more. Select Customize to choose which time log data is displayed.
Filters
Select Filters to choose which data is displayed in the Summary By Technician report.
Date Range: Displays data from within the date range selected
Time Logged, Invoiced: Show data from work orders with a status of Invoiced. Data will only show if a technician was assigned to the invoiced order (Assign Technicians to Labor Items)
Time Logged, Completed: Show data from services that have been marked complete. Only data from labor items that are marked complete in the status column of the order (both estimates and invoices by default) will be included
Order Status: Displays data from orders based on order status (estimate, invoice, or both)
Technicians: Displays data for a specific technician(s)
Customers: Displays data for orders associated with a specific customer(s)
Activities: Displays data by activity (specific orders, services)
Columns
The following columns are included in this report:
Technician: Name of the assigned technician
Current Rate: Labor rate set in that technician’s user settings
General Hours Tracked: Time clocked as a general activity
Order Hours Tracked: Time clocked to that specific order
Total Hours Tracked: General Hours Tracked + Order Hours Tracked
Vehicle Count: Number of vehicles serviced
Total Labor Cost: Total Hours Tracked x Tech Hourly Rate
Total Cost Hours: Cost hours recorded on assigned labor items
Total Labor Billed: Retail price of labor line items (calculated when orders are invoiced)
Total Billed Hours: Total retail hours on completed orders
Service/Order Efficiency: Total Hours Billed divided by Hours on Orders
For example, if a job is quoted to take 120 minutes and the technician finishes it in 90 minutes, the Service/Order Efficiency would be calculated as follows: 120 / 90 = 1.333 = 133% efficiency
Total Efficiency: Total Hours Billed divided by Total Hours Tracked
This includes time tracked on specific orders as well as general time tracked
Related Articles
Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!