Profit Summary by Technician

This report is a summary of parts and labour costs versus revenue for a specified period of time for in-house (i.e. non-subcontracted) repairs, grouped by technician (see Technicians, and Invoicing). A profit analysis on each individual part may also optionally be included. It is printed in landscape orientation.

Report subtotals and grand totals include the total number of repair invoices, parts costs, parts revenue, parts profit, labour costs, labour revenue, labour profit, and combinations thereof. And the report may be filtered by technician, make, model, and business location.

Report Option Fields

Field	Description
Technician	Enter or select the repair technician for which to generate the report or leave blank for all repair technicians.
Make	Enter or select the make for which to generate the report or leave blank for all makes.
Model	Enter or select the model for which to generate the report or leave blank for all models.
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.
Include Details	Check this box to include a detailed breakdown for the individual parts on each invoice, or uncheck this box (the system default) for no breakdown.

 

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.

For repair invoices with a repair status equivalent to either “(Repaired) Awaiting Shipment from Repair Vendor”, “(Repaired) Awaiting Pickup by/Shipment to Customer”, or “(Repaired) Returned to Customer”, the Parts Cost column is determined by multiplying the number of parts listed on the details section of the repair invoice by the average purchase price recorded in the inventory for each respective part, and then totaling those amounts. For -house repair invoices with other repair statuses, the Parts Cost amount is always zero. The Parts Revenue column is calculated after any discounts have been applied, but before taxes have been added. The Parts Profit column is the difference between the Parts Revenue and Parts Cost columns. If a detailed report is printed then the cost and revenue will be listed for each individually used part.

The Labour Cost column is determined by calculating the technician commission and/or fee based on the rules configured for the repair technician (see Technicians - Technician Tab). The Labour Revenue column is determined by calculating the sum of the labour and handling charges after any discounts have been applied, but before taxes have been added. The Labour Profit column is the difference between the Labour Revenue and Labour Cost columns.

This report is available only for licensed users of version 2.4 and higher, and is not available in the Retail SQL and Retail editions.

More:

Repair Invoice Listing