Report Service Revenue by Technician
(Service Technician Billing Report)
Access
Use this report to show labor, parts, and trip charges billed for a specified period. The report
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is based on the date or range of dates on which lines are closed.
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runs only for closed service orders.
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sorts by technician.
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shows a breakdown of the charges by billed, warranty, and extended warranty and includes both order totals and totals by technician.
The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.
Region
Service LocationEnter the locations you want to include in this report. If you know the code of the location, enter it directly. If you click on the Arrow, you can choose a location from the list that appears. If you select Multiple Locations from the list, you access the Multiple Locations Selection Window, from which you can choose one or more locations. You can also access the Multiple Locations Selection window if you click on the Action button. If you click on the Search button in the Multiple Locations Selection Window, you access the Multiple Selection Lookup Window. Use this window to select all locations (that is, all locations available to you) by clicking on Select All.
At this and any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.
Service Type
Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.
Completion Start DateIf you select CUS at the Date Code field, you activate this field. Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
Completion End DateIf you select CUS at the Date Code field, you activate this field. Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.
If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.
Send Output toThe output destination of the report displays. To change the output destination, click on the Actions button and select Output Settings.
Export PathIf you select either the Personal Report Viewer (PRV), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.
Once the run-time options have been selected, choose Run to produce the report.