Difference between revisions of "How do I run a workshop productivity report?"
From Catalyst
(Bulk update) |
Katy Kitchen (talk | contribs) |
||
| Line 3: | Line 3: | ||
== More Information == | == More Information == | ||
| − | + | Productivity reports will tell you about any labour booked to a job in the period you specify, whether the job has been invoiced or not. | |
| − | === | + | === Standard Productivity Report === |
| − | Go | + | Go to {{Menu|{{WS}}|Job Reports|Productivity Report}}. |
* This will show a screen with a number of filters for the report. As standard, the report is set run on the default stock depot and will display on screen (see ''"Screen or Printer : S (S/P)"'' option). The other filters are as follows: | * This will show a screen with a number of filters for the report. As standard, the report is set run on the default stock depot and will display on screen (see ''"Screen or Printer : S (S/P)"'' option). The other filters are as follows: | ||
** {{DataPrompt|Labour Rate Breakdown : N (Y/N) (Printer Only)}} - This option allows you to see a breakdown of labour per job. (This Breakdown '''will only work''' when the report is printed). | ** {{DataPrompt|Labour Rate Breakdown : N (Y/N) (Printer Only)}} - This option allows you to see a breakdown of labour per job. (This Breakdown '''will only work''' when the report is printed). | ||
| Line 16: | Line 16: | ||
Press {{KeyPress|F2}} or click the {{Button|Traffic Lights}} to run the report. | Press {{KeyPress|F2}} or click the {{Button|Traffic Lights}} to run the report. | ||
| + | |||
| + | === Productivity for Manually Added Labour === | ||
| + | If you are booking labour to a job via the {{Tab|Invoice}} tab of a jobcard or via Timecards follow these steps as an alternative to the above report.. | ||
| + | |||
| + | Go to {{Menu|{{WS}}|Workshop Reports|Productivity & Efficiency }}. | ||
| + | ** Alternatively choose {{Menu|{{WS}}|Workshop Reports|Workshop Report Generator}}. | ||
| + | ** Enter {{DataValue|P&E}} and click {{Button|Search}} | ||
| + | * Enter the {{DataPrompt|Date}} range for the report | ||
| + | * Enter a {{DataPrompt|Labour Code}} or leave blank for all technicians. | ||
| + | * Make sure the {{DataPrompt|Depot}} is set to your workshop e.g. {{DataValue|STOCK}}. | ||
| + | Click {{Button|Start}}. | ||
| + | |||
| + | === Productivity for Real Time Labour === | ||
| + | If you are booking labour to jobs using [[How do I record labour in the workshop using Platinum Online?|Platinum Online]] follow these instructions to produce your report. | ||
| + | |||
| + | Go to {{Menu|{{WS}}|Workshop Reports|Productivity & Efficiency RTL}}. | ||
| + | ** Alternatively choose {{Menu|{{WS}}|Workshop Reports|Workshop Report Generator}}. | ||
| + | ** Enter {{DataValue|PE2}and click {{Button|Search}} | ||
| + | * Enter the {{DataPrompt|Date}} range for the report | ||
| + | * Enter a {{DataPrompt|Labour Code}} or leave blank for all technicians. | ||
| + | * Make sure the {{DataPrompt|Depot}} is set to your workshop e.g. {{DataValue|STOCK}}. | ||
| + | Click {{Button|Start}}. | ||
| + | |||
== See also == | == See also == | ||
| − | |||
* [[Creating workshop jobs]] | * [[Creating workshop jobs]] | ||
| − | |||
| − | |||
* [[How do I add labour to a workshop job?]] | * [[How do I add labour to a workshop job?]] | ||
| − | * [[How do I | + | * [[How do I record labour in the workshop using Platinum Online?]] |
| + | |||
| − | {{KB_Tags|labour, efficiency, report}} | + | {{KB_Tags|labour, efficiency, report, productivity}} |
{{How}}{{Hint}}{{KB_WS}}{{ZN_WorkshopManager}} | {{How}}{{Hint}}{{KB_WS}}{{ZN_WorkshopManager}} | ||
Revision as of 16:14, 11 May 2020
Contents
Summary
The following article outlines how to run a Productivity Report.
More Information
Productivity reports will tell you about any labour booked to a job in the period you specify, whether the job has been invoiced or not.
Standard Productivity Report
Go to " Workshop Job Reports Productivity Report".
- This will show a screen with a number of filters for the report. As standard, the report is set run on the default stock depot and will display on screen (see "Screen or Printer : S (S/P)" option). The other filters are as follows:
- "Labour Rate Breakdown : N (Y/N) (Printer Only)" - This option allows you to see a breakdown of labour per job. (This Breakdown will only work when the report is printed).
- "Labour Codes From & To:" - This filter allows you to run the report for a range of employees or if the same labour code is filled in on the "From:" and "To:" fields, it will run for the single employee selected.
- "Date From & To:" - This filter allows you to run the report for a range of dates.
- "Job Numbers From & To:" - This filter is for if you specifically need a range of jobs.
Fill in only those fields that you need to get the information that you want.
Press <F2> or click the [Traffic Lights] to run the report.
Productivity for Manually Added Labour
If you are booking labour to a job via the [Invoice] tab of a jobcard or via Timecards follow these steps as an alternative to the above report..
Go to " Workshop Workshop Reports Productivity & Efficiency".
- Alternatively choose " Workshop Workshop Reports Workshop Report Generator".
- Enter 'P&E' and click [Search]
- Enter the "Date" range for the report
- Enter a "Labour Code" or leave blank for all technicians.
- Make sure the "Depot" is set to your workshop e.g. 'STOCK'.
Click [Start].
Productivity for Real Time Labour
If you are booking labour to jobs using Platinum Online follow these instructions to produce your report.
Go to " Workshop Workshop Reports Productivity & Efficiency RTL".
- Alternatively choose " Workshop Workshop Reports Workshop Report Generator".
- Enter {{DataValue|PE2}and click [Search]
- Enter the "Date" range for the report
- Enter a "Labour Code" or leave blank for all technicians.
- Make sure the "Depot" is set to your workshop e.g. 'STOCK'.
Click [Start].
See also
- Creating workshop jobs
- How do I add labour to a workshop job?
- How do I record labour in the workshop using Platinum Online?
