Difference between revisions of "How do I run a workshop productivity report?"

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m (Les Ward moved page How do I run a Labour Efficiency Report? to How do I run a Productivity Report? without leaving a redirect)
 
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== Summary ==
 
== Summary ==
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The following article outlines how to run a Labour Efficiency Report.
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The following article outlines how to run a Productivity Report.
  
 
== More Information ==
 
== More Information ==
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This report will tell you about any labour booked to a job in the period you specify, whether it has been invoiced or not.
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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.
  
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=== How to run the report ===
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=== Standard Productivity Report ===
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Go into {{Menu|{{WS}}|Job Reports|Labour Efficiency Report}}.
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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).
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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.
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=== Productivity for Manually Added Labour ===
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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..
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Go to {{Menu|{{WS}}|Workshop Reports|Productivity & Efficiency }}.
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** Alternatively choose {{Menu|{{WS}}|Workshop Reports|Workshop Report Generator}}.
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** Enter {{DataValue|P+E}} and click {{Button|Search}}
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* Enter the {{DataPrompt|Date}} range for the report
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* Enter a {{DataPrompt|Labour Code}} or leave blank for all technicians.
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* Make sure the {{DataPrompt|Depot}} is set to your workshop e.g. {{DataValue|STOCK}}.
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Click {{Button|Start}}.
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=== Productivity for Real Time Labour ===
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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.
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Go to {{Menu|{{WS}}|Workshop Reports|Productivity & Efficiency RTL}}.
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** Alternatively choose {{Menu|{{WS}}|Workshop Reports|Workshop Report Generator}}.
 +
** Enter {{DataValue|PE2}} and click {{Button|Search}}
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* 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}}.
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Click {{Button|Start}}.
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{{Tip|if you do not have either of the reports mentioned in this article please {{SupportContact}} for advice.}}
  
 
== See also ==
 
== See also ==
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* [[How do I add more description to a Workshop Job?]]
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* [[Creating workshop jobs]]
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* [[Creating Workshop Jobs]]
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* [[How do I add labour to a workshop job?]]
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* [[How do I print a job card?]]
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* [[How do I record labour in the workshop using Platinum Online?]]
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* [[How do I add Parts to a Workshop Job?]]
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* [[Definitions of Productivity, Efficiency and Utilisation]]
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* [[How do I add Labour to a Workshop Job?]]
 
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* [[How do I Load a Standard Workshop job?]]
 
  
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{{KB_Tags|labour, Efficiency, Report}}
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{{KB_Tags|labour, efficiency, report, productivity}}
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{{KB_WS}}{{ZN_WorkshopManager}} {{Hint}}
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{{How}}{{Hint}}{{KB_WS}}{{ZN_WorkshopManager}}

Latest revision as of 16:11, 15 February 2022

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 '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].

if you do not have either of the reports mentioned in this article please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page for advice.

See also


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