Report Profitability by Service Employee
(Service Profitability by Employee Report)
Access
This report shows profitability for Customer Service
orders sorted by Employee. Once the run-time options have been selected,
choose Run to produce the report.
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.
