Service Order Employee Statistics
This page describes the Service Order Employee Statistics report in the Service Orders module.
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The Service Order Employee Statistics report analyses the work carried out by each member of staff. It is a list of Work Sheet Transactions from the report period, sorted by Person. Work Sheet Transactions of all types (Invoiceable, Warranty and Contract) are included, providing they feature Service Items. Project Transactions can be included as well if required. Work Sheet Transactions created from Activities will not be included.
For each Work Sheet and Project Transaction, the report shows the Serial Number of the originating record (e.g. Work Sheet Number, Time Sheet Number), Date, Employee, Item Number, Source (Work Sheet or Time Sheet), Hours, Unit Price and Sum. A total sum for each Employee is also shown.
- Employee
- Paste Special
Person register, System module and Global User register, Technics module
- If you need the report to show the work of a single employee, enter their Signature here.
- If you have more than one Company in your database, the employee that you specify here should have a Person record in the Company in which you are working, otherwise the report will be empty. If you leave this field empty or enter a range of employees, the report will only include those employees in the range that have Person records in the Company in which you are working. This is because the report will be constructed by looping through the records in the Person register in the current Company and checking the Work Sheet Transactions for each Person.
- If you leave this field empty, only those employees who have worked on Service Orders during the report period (i.e. only those employees with Work Sheet Transactions created from Work Sheets during the report period) will be included in the report.
- Item
- Paste Special
Item register
- Enter an Item Number here if you need to restrict the report to a single Item, perhaps one that represents a particular type of work. The Item must be a Service Item otherwise the report will be empty.
- Item Group
- Paste Special
Item Group register, Sales Ledger
- Enter an Item Group here if you need to restrict the report to Service Items belonging to that Group.
- Item Classification
- Paste Special
Item Classifications setting, Sales Ledger
- Enter an Item Classification here if you need to restrict the report to Items with that Item Classification. If you enter a number of Classifications separated by commas, the report will only include Items featuring all the Classifications that you have listed. If you enter a number of Classifications separated by plus signs (+), Items featuring at least one of the Classifications listed will be included in the report. If you enter a Classification preceded by an exclamation mark (!), the report will include Items featuring any Classification except the one listed.
- For example:
- 1,2
- Includes Items with Classifications 1 and 2 (including Items with Classifications 1, 2 and 3).
- 1+2
- Includes Items with Classifications 1 or 2.
- !2
- Includes Items without Classification 2.
- 1,!2
- Includes Items with Classification 1 but without Classification 2. Note the comma before the exclamation mark in this example.
- !1,!2
- Includes Items without Classification 1 or 2 or both. Again, note the comma.
- !(1,2)
- Includes Items without Classifications 1 and 2 (Items with Classifications 1, 2 and 3 will not be included).
- !1+2
- Includes Items without Classification 1 and those with Classification 2 (Items with Classifications 1 and 2 will be included).
- (1,2)+(3,4)
- Includes Items with Classifications 1 and 2 and those with Classifications 3 and 4.
- 1*
- Includes Items with a Classification beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Includes Items with a Classification beginning with 1 but not 1 itself.
- *1
- Includes Items with a Classification ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Includes Items with a Classification that begins and ends with 1 (e.g. 11, 101, 1001).
- Period
- Paste Special
Reporting Periods setting, System module
- The report period. Work Sheet Transactions created from Work Sheets during this period will be included in the report.
- Function
- Use these options to specify what is to be included in the report.
- Work Sheets only
- The report will only list Work Sheet Transactions, sorted by employee, date and Item Number.
- All
- The report will list Work Sheet Transactions and Project Transactions.
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Go back to:
Introduction to Reports in the Service Orders module
