Difference between revisions of "Aftersales reporting"

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(Created page with "{{Incomplete}} == Summary == Your manufacturer may ask for specific reports regarding your aftersales business. Platinum has a range of reports which can be used to provide th...")
 
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{{Incomplete}}
 
{{Incomplete}}
 
== Summary ==
 
== Summary ==
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Your manufacturer may ask for specific reports regarding your aftersales business. Platinum has a range of reports which can be used to provide this information.  
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Your manufacturer may ask for specific reports regarding your aftersales business. Platinum has a range of reports which can be used to provide this information.
  
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{{Tip|If you find you do not have any of the report codes specified below or require assistance please {{SupportContact}} for advice.}}  
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{{Tip|If you find you do not have any of the report codes specified below or require assistance please {{SupportContact}} for advice.}}
  
 
If you require custom reports to your specification please contact our sales team to discuss your requirements.
 
If you require custom reports to your specification please contact our sales team to discuss your requirements.
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Common requests for data and the reports you may use to obtain the information are detailed in the sections below.
 
Common requests for data and the reports you may use to obtain the information are detailed in the sections below.
  
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If you intend on running the reports on a regular basis you may wish to create a custom menu to allow you to access the reports from a single menu. See [[Adding options to custom menus]].  
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If you intend on running the reports on a regular basis you may wish to create a custom menu to allow you to access the reports from a single menu. See [[Adding options to custom menus]].
  
 
== Workshop Reports ==
 
== Workshop Reports ==
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Go to {{Menu|{{WS}}|Job Reports|Workshop Report Generator}}.
 
Go to {{Menu|{{WS}}|Job Reports|Workshop Report Generator}}.
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* At {{DataPrompt|Search on}} enter {{DataValue|~J1}} and click {{Button|Search}}.  
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* At {{DataPrompt|Search on}} enter {{DataValue|~J1}} and click {{Button|Search}}.
 
* At report {{DataValue|Jobs Created in Period}} click {{Button|Start}}.
 
* At report {{DataValue|Jobs Created in Period}} click {{Button|Start}}.
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** You may specify a manufacturer or leave blank for all.  
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** You may specify a manufacturer or leave blank for all.
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** Enter the date range to report on jobs received in the period.  
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** Enter the date range to report on jobs received in the period.
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** You may specify up to 3 specific current job statuses to exclude from the report. Please note you need to enter the exact status codes in the correct case e.g. {{DataValue|CRE}} to exclude jobs created in error.  
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** You may specify up to 3 specific current job statuses to exclude from the report. Please note you need to enter the exact status codes in the correct case e.g. {{DataValue|CRE}} to exclude jobs created in error.
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** If you have multiple sites specify the {{DataPrompt|Job depot}} to report on or blank the field to report on all depots.  
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** If you have multiple sites specify the {{DataPrompt|Job depot}} to report on or blank the field to report on all depots.
 
* Click {{Button|Start}}.
 
* Click {{Button|Start}}.
  
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To run the summary version to show total jobs only, please follow the above steps to run report {{DataValue|~J2 - Jobs Created in Period-Summary}}.
 
To run the summary version to show total jobs only, please follow the above steps to run report {{DataValue|~J2 - Jobs Created in Period-Summary}}.
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=== Labour Hours Sold ===
 
=== Labour Hours Sold ===
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Go to {{Menu|{{WS}}|Job Reports|Repair Order Summary}}
 
Go to {{Menu|{{WS}}|Job Reports|Repair Order Summary}}
 
* Enter your {{DataPrompt|Date Range}} and click {{Button|Start}}.
 
* Enter your {{DataPrompt|Date Range}} and click {{Button|Start}}.
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* The report will split workshop invoices by type i.e. Retail, Internal and Warranty.  
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* The report will split workshop invoices by type i.e. Retail, Internal and Warranty.
 
* Hours sold is under the column headed {{DataValue|Hrs}}.
 
* Hours sold is under the column headed {{DataValue|Hrs}}.
  
 
{{Tip|text=If you have multiple sites you may wish to modify this report to allow you to specify a site when running the report. See the steps below:}}
 
{{Tip|text=If you have multiple sites you may wish to modify this report to allow you to specify a site when running the report. See the steps below:}}
  
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* Go to {{Menu|{{RP}}|Reports|Accounts Report Generator}}.  
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* Go to {{Menu|{{RP}}|Reports|Accounts Report Generator}}.
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* At {{DataPrompt|Search on}} enter {{DataValue|ROS}} and click {{Button|Search}}.  
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* At {{DataPrompt|Search on}} enter {{DataValue|ROS}} and click {{Button|Search}}.
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* At {{DataValue|Repair Order Summary}} click {{Button|Edit}}.  
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* At {{DataValue|Repair Order Summary}} click {{Button|Edit}}.
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* Select Option 6 - {{Button|Range Filter {3)}}.  
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* Select Option 6 - {{Button|Range Filter {3)}}.
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* Press {{KeyPress|Enter}}Type {{DataValue|S86}} and press {{KeyPress|Down}} arrow twice to the next free line.
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* Press {{KeyPress|ENTER}}Type {{DataValue|S86}} and press {{KeyPress|Down}} arrow twice to the next free line.
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* Enter {{DataValue|T33}} then press {{KeyPress|Enter}}.
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* Enter {{DataValue|T33}} then press {{KeyPress|ENTER}}.
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* Press {{KeyPress|S-F8}} and an asterix will appear on screen.  
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* Press {{KeyPress|S-F8}} and an asterix will appear on screen.
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* Press {{KeyPress|Esc}} twice then click {{Button|Done}} and {{Button|Accept}}.  
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* Press {{KeyPress|ESC}} twice then click {{Button|Done}} and {{Button|Accept}}.
  
 
=== Technician Productivity ===
 
=== Technician Productivity ===
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The most suitable report/reports will depend on the method your workshop is using to record technicians time.  
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The most suitable report/reports will depend on the method your workshop is using to record technicians time.
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* See [[How do I run a workshop productivity report?]] for the options depending on how you are logging time.  
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* See [[How do I run a workshop productivity report?]] for the options depending on how you are logging time.
  
 
{{Information|text=Productivity reports are based on hours booked to jobs in the period. The work may not have been invoiced in the period.}}
 
{{Information|text=Productivity reports are based on hours booked to jobs in the period. The work may not have been invoiced in the period.}}
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If you are using Real Time Labour recording/Platinum Online you may wish to see a split of the different activities logged per technician, including those not logged to a jobcard e.g. workshop cleaning:
 
If you are using Real Time Labour recording/Platinum Online you may wish to see a split of the different activities logged per technician, including those not logged to a jobcard e.g. workshop cleaning:
 
* Go to {{Menu|{{WS}}|Job Reports|Job Reports|Labour Activity Report}}.
 
* Go to {{Menu|{{WS}}|Job Reports|Job Reports|Labour Activity Report}}.
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** You may specify a {{DataPrompt|Depot}}, {{DataPrompt|Technician}}, {{DataPrompt|Date range}} and {{DataPrompt|Activity}}.  
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** You may specify a {{DataPrompt|Depot}}, {{DataPrompt|Technician}}, {{DataPrompt|Date range}} and {{DataPrompt|Activity}}.
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** Click {{Button|Display}} to view the data.  
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** Click {{Button|Display}} to view the data.
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* All time recorded will be listed along with a summary per technician and a total summary for the report.  
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* All time recorded will be listed along with a summary per technician and a total summary for the report.
  
 
== Parts Reports ==
 
== Parts Reports ==
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Go to {{Menu|{{ST}}|Stock Reports|Stock Report Generator}}.
 
Go to {{Menu|{{ST}}|Stock Reports|Stock Report Generator}}.
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* At {{DataPrompt|Search on}} enter {{DataValue|MB1}} and click {{Button|Search}}.  
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* At {{DataPrompt|Search on}} enter {{DataValue|MB1}} and click {{Button|Search}}.
 
* At report {{DataValue|Invoiced Stock Profit - Summary}} click {{Button|Start}}.
 
* At report {{DataValue|Invoiced Stock Profit - Summary}} click {{Button|Start}}.
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** Enter the date range to report on items invoiced in the period.  
+
** Enter the date range to report on items invoiced in the period.
 
** If you have multiple sites specify the {{DataPrompt|Stock depot}} or range of depots to report on.
 
** If you have multiple sites specify the {{DataPrompt|Stock depot}} or range of depots to report on.
 
* Click {{Button|Start}} to run the report.
 
* Click {{Button|Start}} to run the report.
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* Prior to clicking {{Button|Start}} click {{Button|Edit}}.
 
* Prior to clicking {{Button|Start}} click {{Button|Edit}}.
 
* Select Option 6 - {{Button|Range Filter {3)}}.
 
* Select Option 6 - {{Button|Range Filter {3)}}.
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* Type {{DataValue|S86}} and press {{KeyPress|Enter}}.  
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* Type {{DataValue|S86}} and press {{KeyPress|ENTER}}.
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* Press {{KeyPress|F8}} and set {{DataPrompt|Blank means all}} to {{DataValue|Y}}.  
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* Press {{KeyPress|F8}} and set {{DataPrompt|Blank means all}} to {{DataValue|Y}}.
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* Press {{KeyPress|Esc}} three times then click {{Button|Done}} and {{Button|Accept}}.  
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* Press {{KeyPress|ESC}} three times then click {{Button|Done}} and {{Button|Accept}}.
  
 
{{Information|text=As the report contains a lot of detail you may wish to output the results to excel. At the bottom left of your report screen, change {{DataPrompt|Document}} to {{DataPrompt|Table}}. Press {{KeyPress|C-P}} or click the {{Button|Table}} icon at the top of your screen then choose {{Button|Excel}}. Once opened use the {{DataPrompt|File - Save As}} option to save the data as an Excel Workbook in a location of your choice.}}
 
{{Information|text=As the report contains a lot of detail you may wish to output the results to excel. At the bottom left of your report screen, change {{DataPrompt|Document}} to {{DataPrompt|Table}}. Press {{KeyPress|C-P}} or click the {{Button|Table}} icon at the top of your screen then choose {{Button|Excel}}. Once opened use the {{DataPrompt|File - Save As}} option to save the data as an Excel Workbook in a location of your choice.}}
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Go to {{Menu|{{ST}}|Stock Reports|History Reports|Stock History}}
 
Go to {{Menu|{{ST}}|Stock Reports|History Reports|Stock History}}
 
* Change {{DataPrompt|Movement Type}} to {{DataValue|Purchases}}.
 
* Change {{DataPrompt|Movement Type}} to {{DataValue|Purchases}}.
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* Specify your ranges i.e. {{DataPrompt|Depot or Depots}}, {{DataPrompt|Date range}} and {{DataPrompt|Stock Groups}}.  
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* Specify your ranges i.e. {{DataPrompt|Depot or Depots}}, {{DataPrompt|Date range}} and {{DataPrompt|Stock Groups}}.
−
* If you have multiple manufacturers you may wish to specify the {{DataPrompt|Supplier}} to report on.  
+
* If you have multiple manufacturers you may wish to specify the {{DataPrompt|Supplier}} to report on.
 
* Click {{Button|Start}}.
 
* Click {{Button|Start}}.
 
* The report will output to screen all purchases of items in the range specified. The total number of items and total nett value will be shown in the {{Tab|Details}} section at the top of your screen.
 
* The report will output to screen all purchases of items in the range specified. The total number of items and total nett value will be shown in the {{Tab|Details}} section at the top of your screen.
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Go to {{Menu|{{VS}}|Unit Reports|Unit Sales Report Generator}}.
 
Go to {{Menu|{{VS}}|Unit Reports|Unit Sales Report Generator}}.
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* At {{DataPrompt|Search on}} enter {{DataValue|VC1}} and click {{Button|Search}}.  
+
* At {{DataPrompt|Search on}} enter {{DataValue|VC1}} and click {{Button|Search}}.
 
* Click {{Button|Start}}.
 
* Click {{Button|Start}}.
 
** Set your ranges i.e. select New units only and specify the Make and sales period.
 
** Set your ranges i.e. select New units only and specify the Make and sales period.
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{{Information|text=As the report contains a lot of detail you may wish to output the results to excel. At the bottom left of your report screen, change {{DataPrompt|Document}} to {{DataPrompt|Table}}. Press {{KeyPress|C-P}} or click the {{Button|Table}} icon at the top of your screen then choose {{Button|Excel}}. Once opened use the {{DataPrompt|File - Save As}} option to save the data as an Excel Workbook in a location of your choice.}}
 
{{Information|text=As the report contains a lot of detail you may wish to output the results to excel. At the bottom left of your report screen, change {{DataPrompt|Document}} to {{DataPrompt|Table}}. Press {{KeyPress|C-P}} or click the {{Button|Table}} icon at the top of your screen then choose {{Button|Excel}}. Once opened use the {{DataPrompt|File - Save As}} option to save the data as an Excel Workbook in a location of your choice.}}
−
 
  
 
== Alternative reports ==
 
== Alternative reports ==
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{{KB_Tags|productivity, efficiency, hours, parts purchased, parts sold, make, manufacturer, aftersales, reports}}
 
{{KB_Tags|productivity, efficiency, hours, parts purchased, parts sold, make, manufacturer, aftersales, reports}}
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{{How}}{{KB_VS}}{{KB_WS}}{{KB_ST}}{{ZN_Admin}}
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{{How}}{{KB_ST}}{{KB_VS}}{{KB_WS}}{{ZN_Admin}}

Revision as of 06:29, 25 February 2022

 This article or section is under development.
Be aware: Content will change as the document progresses.

Summary

Your manufacturer may ask for specific reports regarding your aftersales business. Platinum has a range of reports which can be used to provide this information.

If you find you do not have any of the report codes specified below or require assistance please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page for advice.

If you require custom reports to your specification please contact our sales team to discuss your requirements.

More Information

Common requests for data and the reports you may use to obtain the information are detailed in the sections below.

If you intend on running the reports on a regular basis you may wish to create a custom menu to allow you to access the reports from a single menu. See Adding options to custom menus.

Workshop Reports

Number of Repair Orders

To output the number of jobcards you have raised in a period per manufacturer:

Go to " Workshop Job Reports Workshop Report Generator".

  • At "Search on" enter '~J1' and click [Search].
  • At report 'Jobs Created in Period' click [Start].
    • You may specify a manufacturer or leave blank for all.
    • Enter the date range to report on jobs received in the period.
    • You may specify up to 3 specific current job statuses to exclude from the report. Please note you need to enter the exact status codes in the correct case e.g. 'CRE' to exclude jobs created in error.
    • If you have multiple sites specify the "Job depot" to report on or blank the field to report on all depots.
  • Click [Start].
As the report contains a lot of detail you may wish to output the results to excel. At the bottom left of your report screen, change "Document" to "Table". Press <Ctrl+P> or click the [Table] icon at the top of your screen then choose [Excel]. Once opened use the "File - Save As" option to save the data as an Excel Workbook in a location of your choice.
If you choose to print the report to PDF or Printer please be aware the job notes will not be printed unless you choose your landscape print record and have a printer set to print landscape orientation.

To run the summary version to show total jobs only, please follow the above steps to run report '~J2 - Jobs Created in Period-Summary'.

Labour Hours Sold

To report on the number of hours invoiced in a period:

Go to " Workshop Job Reports Repair Order Summary"

  • Enter your "Date Range" and click [Start].
  • The report will split workshop invoices by type i.e. Retail, Internal and Warranty.
  • Hours sold is under the column headed 'Hrs'.
If you have multiple sites you may wish to modify this report to allow you to specify a site when running the report. See the steps below:
  • Go to " Reports & Settings Reports Accounts Report Generator".
  • At "Search on" enter 'ROS' and click [Search].
  • At 'Repair Order Summary' click [Edit].
  • Select Option 6 - [Range Filter {3)].
  • Press <Enter>Type 'S86' and press <Down Arrow> arrow twice to the next free line.
  • Enter 'T33' then press <Enter>.
  • Press <Shift+F8> and an asterix will appear on screen.
  • Press <Esc> twice then click [Done] and [Accept].

Technician Productivity

The most suitable report/reports will depend on the method your workshop is using to record technicians time.

Productivity reports are based on hours booked to jobs in the period. The work may not have been invoiced in the period.

Additional Activities

If you are using Real Time Labour recording/Platinum Online you may wish to see a split of the different activities logged per technician, including those not logged to a jobcard e.g. workshop cleaning:

  • Go to " Workshop Job Reports Job Reports Labour Activity Report".
    • You may specify a "Depot", "Technician", "Date range" and "Activity".
    • Click [Display] to view the data.
  • All time recorded will be listed along with a summary per technician and a total summary for the report.

Parts Reports

Retail Parts Sold

To report on parts sold in a period, split by Type and Group:

Go to " Stock Control Stock Reports Stock Report Generator".

  • At "Search on" enter 'MB1' and click [Search].
  • At report 'Invoiced Stock Profit - Summary' click [Start].
    • Enter the date range to report on items invoiced in the period.
    • If you have multiple sites specify the "Stock depot" or range of depots to report on.
  • Click [Start] to run the report.
If you have multiple manufacturers you may wish to modify this report to allow you to specify a supplier when running the report.
  • Prior to clicking [Start] click [Edit].
  • Select Option 6 - [Range Filter {3)].
  • Type 'S86' and press <Enter>.
  • Press <F8> and set "Blank means all" to 'Y'.
  • Press <Esc> three times then click [Done] and [Accept].
As the report contains a lot of detail you may wish to output the results to excel. At the bottom left of your report screen, change "Document" to "Table". Press <Ctrl+P> or click the [Table] icon at the top of your screen then choose [Excel]. Once opened use the "File - Save As" option to save the data as an Excel Workbook in a location of your choice.

To run the detailed version to show individual sales per item, please follow the above steps to run report 'MB2' - Invoiced Stock Profit - Detailed. If you modified the summary report to output for a specific supplier please repeat these steps to modify the detailed report.

Parts Purchases

To report on purchases in a period:

Go to " Stock Control Stock Reports History Reports Stock History"

  • Change "Movement Type" to 'Purchases'.
  • Specify your ranges i.e. "Depot or Depots", "Date range" and "Stock Groups".
  • If you have multiple manufacturers you may wish to specify the "Supplier" to report on.
  • Click [Start].
  • The report will output to screen all purchases of items in the range specified. The total number of items and total nett value will be shown in the [Details] section at the top of your screen.
As the report contains a lot of detail you may wish to output the results to excel. Press <Ctrl+P> or click the [Table] icon at the top of your screen then choose [Excel]. Once opened use the "File - Save As" option to save the data as an Excel Workbook in a location of your choice.

Unit Reports

Units Registered

To report on units sold in a period:

Go to " Unit Sales Unit Reports Unit Sales Report Generator".

  • At "Search on" enter 'VC1' and click [Search].
  • Click [Start].
    • Set your ranges i.e. select New units only and specify the Make and sales period.
    • Click [Start].
As the report contains a lot of detail you may wish to output the results to excel. At the bottom left of your report screen, change "Document" to "Table". Press <Ctrl+P> or click the [Table] icon at the top of your screen then choose [Excel]. Once opened use the "File - Save As" option to save the data as an Excel Workbook in a location of your choice.

Alternative reports

The way you use your system will influence how the information is stored then presented to you. If you have any queries over the reports described above or would like to discuss custom report requirements please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page or Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page.

See also


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Keywords AND Misspellings
productivity, efficiency, hours, parts purchased, parts sold, make, manufacturer, aftersales, reports
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