Report Profitability by Service Employee
(Service Profitability by Employee Report)
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This report shows profitability for Customer Service orders sorted by Employee.
The run-time options for this report are:
Service LocationThis field is used to indicate the service location or locations to be included in this report. One, multiple, or all service locations may be selected. To report on a single service location, select a specific location code from the drop-down list of valid warehouse locations. To create a specific list of service locations for this report, use the Multiple Location Selection screen, which is available via the Action button. To report on All service locations, leave this field blank.
Start DateThis date field indicates the starting date for this report. If left blank, the system will use the earliest date.
End DateThis date field indicates the ending date for this report. If left blank, the system will use the latest date.
Employee TypeSelect Service Coordinator to base the report on employees who were designated as coordinators on the orders. Select Service Technician to base the report on employees who were designated as the service technicians on the orders. Select Labor Technician to base the report on employees who were designated as the labor technicians on the orders.
EmployeeThis field is used to indicate the employee or employees to be included in this report. One, multiple, or all employees may be selected. To report on a single employee, select a specific employee (staff) code from the list available from the Search button. To create a specific list of employees for this report, use the Staff Selection screen, available from the Action button. To report on All employees, leave this field blank.
Primary SortThis field indicates the item by which the report data will be sorted first. Select the primary sort criteria from the drop-down list at this field.
Secondary Sort, Tertiary SortThese fields indicate the items by which the report data will be sorted second/third. Select the secondary/tertiary sort criteria from the drop-down list at this field. If no secondary/tertiary sort is desired, leave the field blank or choose None Selected.
Include Line TypesIndicate the type of service line to be included on the report. Select Service to include service lines on the report. Select Parts to include parts lines on the report. Select Labor to include labor lines on the report. Select Charges to include charges lines on the report.
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.