Individual Performance Reports display data to help you understand employee performance in your shop, such as time logs and labor costs.
Individual Performance Reports
Select the Reports icon from the left-side navigation bar. Find the Individual Performance section.
Time Log Report
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
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
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
Commission Summary Report
How much is each user making from commissions? View commission amounts earned for labor, parts, and tires for estimates, repair orders, and invoices. Select Customize to choose which data is displayed.
Filters
Select Filters to choose which data is displayed in the Commission Summary report.
Created Date: Displays data for associated line items created within the date range selected
Order Status: Displays data from orders based on order status (estimate, repair order, invoice, or all three)
Invoiced Date: Displays data for associated line items invoiced within the date range selected
Paid Status: Displays data from orders based on the paid status (paid, unpaid, partially paid)
Created Date: Displays data for associated line items and/or invoices fully paid within the date range selected
Users: Displays data for a specific user(s)
Roles: Displays data for a specific user type(s)
Columns
The following columns are included in this report:
Name: Name of the assigned user
Role: User role assigned to that user
Items: Number of items associated with that commission order/estimate
Total Retail: Total retail cost of associated commissioned items
Please Note: The dollar amount is calculated based on subtotal retail values of the line items before tax, discount, shop supplies, etc. (unless the discount is applied at the line item level)
Total Commission Amount: Labor Commission Amount + Parts Commission Amount + Tires Commission Amount
Labor Retail: Total retail cost of associated labor line items
Labor Commission Rate: The commission rate set for labor for this user
Labor Commission Amount: Total amount commissioned for the associated labor line item(s)
Parts Retail: Total retail cost of associated part line items
Parts Commission Rate: The commission rate set for parts for this user
Parts Commission Amount: Total amount commissioned for the associated part line item(s)
Tires Retail: Total retail cost of associated tire line items
Tires Commission Rate: The commission rate set for tires for this user
Tires Commission Amount: Total amount commissioned for the associated tires line item(s)
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