Table of Contents

Summary Report

The Summary report provides an overview of Sales, Technicians, and Purchases insights for a specified time period. It includes details on labour sales, technician working hours, outstanding purchase orders, and other related information. Here is how to open the report:

  1. In the the Role Centre, select Reports, followed by End of Day and then Jobsheets - Work in Progress.

  2. Choose the Location Code and specify the period you want to view by entering the dates in the Start Date and End Date fields.

  3. Once generated, the Summary report will display several figures for the selected date range, including:
    • Labour Sales Total
    • Parts/Tyres Sales
    • External Service Costs
    • Gross Takings
    • Costs
    • Gross Profit
  4. Additionally, it provides detailed information for each technician, such as:
    • Hours Worked
    • Labour Hours (Sold)
    • Jobs Completed (Invoiced)
    • Labour Sales
    • Productivity Efficiency %
    • Recovery Rate
    Note
    Ensure all technicians are clocked off work before running this report to avoid inaccuracies in technician figures.