Individual Performance Reports display data to help you understand employee performance in your shop, such as time logs and labor costs.
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.
Click the employee’s name to view the details comprising these summarized amounts. Clicking the name will open the Technician Details report with the same filter definitions so you can view the time clock and order line item details matching the Services by Technician report.
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.
Click the employee’s name to view the details comprising these summarized amounts. Clicking the name will open the Technician Detail report with the same filter definitions so that you can view the time clock and order line item details matching the Summary by Technician report.
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)
Please Note: You will only see repair order as a filter option if you have Repair Order Status enabled in your shop
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)
Fully Paid 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)
Technician Detail Report
A report that provides detailed items from time clocks and order line items. Because this report contains no summarized data, each time clock entry and each order line item will be returned on a distinct row. To return this detailed data in the same report, many rows will appear to have empty data across a set of columns. While some columns will return data for both time clock results and order line item results, in general, the time clock data is returned in columns to the left of the “Line Item Type” column and order line item data is returned in columns to the right of it.
This report will help you gain better insight into technician performance.
The Technician Detail report is directly related to the Summary by Technician or Services by Technician reports. For instance, selecting the technician name on a row in the Summary by Technician report will take you to the Technician Detail report, using the same filters selected in the Summary by Technician Report.
In the Technician Detail report, you can validate the Summary by Technician report aggregated totals with the itemized list in the Technician Detail report. For example, if the Technician Summary report returns 50 Total Billed Hours, the Technician Detail report will list the items that make up those 50 hours and the sum of those items in the Technician Detail report should also be 50 hours.
Filters
Select Filters to choose which data is displayed in the Technician Detail report.
Date Range: Displays data from within the date range selected
Invoiced: Shows results where the order was invoiced
Labor Completed: Shows results where the labor line item was completed
Time Logged, Invoiced: Show data from work orders where time was logged and the order was invoiced in the same time frame. Data will only show if a technician was assigned to the invoiced order (Assign Technicians to Labor Items)
Time Logged, Completed: Show data where time was logged and the labor line item was completed in the same time frame. 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
Technicians: Displays data for a specific technician(s)
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)
Fully Paid Date: Displays data for associated line items and/or invoices fully paid within the date range selected
Customers: Displays data for orders associated with a specific customer(s)
Line Item Type: Displays data by type of line item (Time, Parts, Labor, Tire, Subcontract, Fee)
Activity Type: Displays data by type of time clock activity (General, Order, Service, Labor)
Activities: Displays data by activity (specific orders, services)
Vehicle Inspections Summary
View a summary of vehicle inspections performed by users in the shop. Select Customize to choose which data is displayed.
Vehicle Inspections Summary Snapshot
View key information within the filters selected, including:
Orders with Inspection: Percentage of orders with an inspection performed
Total Inspections
Completed Inspections
Completion Rate: Completed Inspections / Total Inspections = Completion Rate
Click the assigned user’s name to view the details of all inspections performed by this user. Clicking the name will open the Vehicle Inspections Detail report with the same filter definitions you had defined in the Vehicle Inspections Summary report.
Filters
Select Filters to choose which data is displayed in the Vehicle Inspections Summary report.
Order Status: Displays data from orders based on order status (estimate, repair order, invoice, or all three)
Please Note: You will only see repair order as a filter option if you have Repair Order Status enabled in your shop
Invoiced Date: Displays data for orders invoiced within the date range selected
Inspection Completed Date: Displays data for inspections completed within the date range selected
Paid Status: Displays data from orders based on the paid status (paid, unpaid, partially paid)
Fully Paid 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)
Columns
The following columns are included in this report:
Name: Name of the assigned user
The user associated with the inspection is the user who marked the inspection as completed
Inspections: Number of inspections completed
Vehicles: Number of vehicles inspected
ARO (Average Repair Order): average total value of the orders
Items Rated: Number of items on the inspection that were rated
Items Rated %: Percentage of inspection items that have been rated
Items Rated / # of inspection items = Items Rated %
Passed: Number of inspection items that passed the inspection
Needs Attention: Number of inspection items that need attention
Failed: Number of inspection items that failed
N/A: Number of items marked as not applicable to that inspection
Avg. Finding %: Percentage of items with the ratings “Needs Attention” and “Failed” on an inspection (excluding N/A items)
(Needs Attention + Failed) / (Items Rated - N/A) = Avg. Finding %
Vehicle Inspections Detail
A report that provides detailed information on all vehicle inspections performed by a specific assigned user. This report will help you gain better insight into how a specific user performs inspections.
Vehicle Inspections Detail Snapshot
View key information within the filters selected, including:
Total Inspections
Completed Inspections
Completion Rate: Completed Inspections / Total Inspections = Completion Rate
Filters
Select Filters to choose which data is displayed in the Vehicle Inspections Summary report.
Order Status: Displays data from orders based on order status (estimate, repair order, invoice, or all three)
Please Note: You will only see repair order as a filter option if you have Repair Order Status enabled in your shop
Inspection Completed Date: Displays data for inspections completed within the date range selected
Invoiced Date: Displays data for orders invoiced within the date range selected
Paid Status: Displays data from orders based on the paid status (paid, unpaid, partially paid)
Fully Paid 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)
Columns
The following columns are included in this report:
Items Rated: Number of items on the inspection that were rated
Items Rated %: Percentage of inspection items that have been rated
Items Rated / # of inspection items = Items Rated %
Passed: Number of inspection items that passed the inspection
Needs Attention: Number of inspection items that need attention
Failed: Number of inspection items that failed
N/A: Number of items marked as not applicable to that inspection
Avg. Finding %: Percentage of items with the ratings “Needs Attention” and “Failed” on an inspection (excluding N/A items)
(Needs Attention + Failed) / (Items Rated - N/A) = Avg. Finding %
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