These are not all the reports available but the most commonly asked about

Daily/Weekly/Monthly Efficiency

• Click Workshop
• Click Reports
• Click Efficiency
• Select Daily, Weekly or Monthly as required

Reports on:

Attended, Worked, Charged and Standing hours.

Productive hours and sold hours are broken down by retail, trade, internal and warranty

Total hours for each technician and each department

The Calculations are shown at the bottom of this page

Technicians Analysis

• Click Workshop
• Click Reports
• Click Technicians Analysis

Reports for a specified date range by job number and invoice number:

The hours invoiced/credited

The revenue for each technician and each department. NB If the labour analysis flag is not activated on the parameters screen, the revenue is the average per labour hour

Work in Progress

• Click Workshop
• Click Reports
• Click Work In Progress

Reports on:

The labour hours and parts value (by product group) issued to each job

Shows an analysis by department of labour hours and value by type (retail, trade internal and warranty)

Parts issued cost and sales value by product group.

This is for all open jobs on the system.

Daily Analysis

• Click Workshop
• Click Reports
• Click Daily Analysis

Reports on:

All invoices/credit notes processed (audit trail). 

Shows total value and VAT value

Total parts and labour and the payment type.

Monthly Analysis

• Click Workshop
• Click Reports
• Click Monthly Analysis

This report is generated by the end of month processing. A line for each month is printed with: Attended hours, productive hours, sold hours by retail, internal, warranty. Efficiency, Number of MOT’s, Number of franchise jobs, Number of Repair Orders and Franchised Parts sold and total

If you select breakdown by department and breakdown by franchise you get the same information above but extra lines for the department and franchise totals

Progress Sheet

• Click Workshop
• Click Reports
• Click Progress Sheet

Lists status of all jobs dated for selected date. Job, vehicle and customer information are printed. Job items, Job Notes, cancelled jobs and Invoiced jobs can be included in the report. This can also be exported to a spreadsheet

EFFICIENCY REPORT CALCULATION TABLE

Explanation of efficiency report hours and how various entries are calculated.

Workable                           Hours present + sick + holiday

Absent                                Hours sick + holiday

Attended                            Hours present

Standing (A)                       Hours standing

Standing (D)                       Hours available – productive hours

Available                             Hours attended – standing (A)

WIP                                      Hours worked not yet invoiced

Productive                          Hours worked

Sold                                     Hours invoiced

Efficiencies

Utilization                            Productive hours / Available hours

Productivity                         Chargeable hours / Available hours

Efficiency                              Chargeable hours / Productive hours

Overall Efficiency                Chargeable hours / Attended hours