Section 8: Reports > Accounting Reports

Revenue Summary by Technician

This report is an open item summary of revenue earned over a specified period of time (not including taxes), grouped by repair technician (see Technicians, and Repair Invoices).

Report totals include the total number of repair invoices, parts revenue amount, labour revenue amount, shipping revenue amount, handling revenue amount, travel revenue amount, and total revenue amount, including a subtotal for each repair technician. The report may be sorted by technician initials, technician name, number of repairs, parts revenue amount, labour revenue amount, shipping revenue amount, handling revenue amount, travel revenue amount, or total revenue amount. And it may be filtered by repair technician and business location.

Report Option Fields

Field

Description

Technician

Enter or select the repair technician for whom to generate the report or leave blank for all technicians.

Bus. Location

Enter or select the business location for which to generate the report or leave blank for all business locations. This report option is not available in the Repair Lite and Repair Micro editions.

Date Range

Enter or select the starting date for records to include on the report or leave blank for all records before the ending date. Also enter or select the ending date for records to include on the report or leave blank for all records after the starting date. The date range is based on the invoice date. For approved repair orders the invoice date is the same as the repair completed date, while for refused repair orders the invoice date is the same as the estimate refused date.

Sort by

Select the desired sort order, either by technician initials, by technician name (the system default), by number of repair invoices, by parts revenue amount, by labour revenue amount, by shipping revenue amount, by travel revenue amount, or by total revenue amount.

 

Only repair invoices that were not subcontracted to a third-part repair vendor, and are set to a repair invoice status (see Repair Invoice        Statuses) are included on the report.

The Parts, Labour, Shipping, Handling, and Travel revenue columns are all calculated after any discounts have been applied, but before taxes have been added.

This report is not available in the Retail SQL and Retail editions.

More:

Sales Invoice Listing