Difference between revisions of "What advisory work reports are available?"
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== Check Sheets == | == Check Sheets == | ||
Select {{Button|Checks Carried Out}}. | Select {{Button|Checks Carried Out}}. | ||
| − | * This will list all check sheets printed in the given period. | + | * This will list all check sheets printed in the given period. |
{{Information|text=This only applies to check sheets printed by systems using {{DataValue|Static}} mode. See [[How do I migrate to interactive unit check sheets?]] to check what setting your system is using.}} | {{Information|text=This only applies to check sheets printed by systems using {{DataValue|Static}} mode. See [[How do I migrate to interactive unit check sheets?]] to check what setting your system is using.}} | ||
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== Advisory Work & Revenue == | == Advisory Work & Revenue == | ||
Select {{Button|Advisory Conversion}}. | Select {{Button|Advisory Conversion}}. | ||
| − | * This report is designed to show advisories that have an estimate and/or invoice value against them. If you have converted an estimate to an invoice you will see the percentage conversion rate. | + | * This report is designed to show advisories that have an estimate and/or invoice value against them. If you have converted an estimate to an invoice you will see the percentage conversion rate. |
Select {{Button|Work Generated From Advisories}}. | Select {{Button|Work Generated From Advisories}}. | ||
| Line 37: | Line 37: | ||
* The value allocated for items booked out on the {{Tab|Invoice}} tab of the jobcard is displayed. | * The value allocated for items booked out on the {{Tab|Invoice}} tab of the jobcard is displayed. | ||
** The {{DataPrompt|In Progress}} columns displays the total for items not yet invoiced. | ** The {{DataPrompt|In Progress}} columns displays the total for items not yet invoiced. | ||
| − | ** The {{DataPrompt|Invoiced}} column shows the total value once the job has been invoiced. | + | ** The {{DataPrompt|Invoiced}} column shows the total value once the job has been invoiced. |
Select {{Button|Revenue Summary}}. | Select {{Button|Revenue Summary}}. | ||
| − | * This report is designed to show the revenue generated by allocating job items to advisories. | + | * This report is designed to show the revenue generated by allocating job items to advisories. |
* The revenue will be shown against the month the advisory was first created e.g. advisories created in September but allocated to job items on December will be shown against the month of September. | * The revenue will be shown against the month the advisory was first created e.g. advisories created in September but allocated to job items on December will be shown against the month of September. | ||
* The total value {{DataPrompt|Found}} will be split between {{DataPrompt|Sold}}, items on the {{Tab|Invoice}} tab of jobs, and {{DataPrompt|Unsold}}, items on the {{Tab|Estimate}} tab of jobs. | * The total value {{DataPrompt|Found}} will be split between {{DataPrompt|Sold}}, items on the {{Tab|Invoice}} tab of jobs, and {{DataPrompt|Unsold}}, items on the {{Tab|Estimate}} tab of jobs. | ||
Revision as of 06:30, 9 February 2019
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
There are a variety of standard reports to allow you to review advisory work. They also allow you to view the financial results of carrying out such work.
More Information
Some of the standard reports will automatically print. Please remember to select a suitable print record, by pressing <Alt+P>, if you wish to view the reports using your pdf viewer.
Go to " Workshop Job Reports Advisory Work Reports"
Where relevant specify the "Site" and "Date Range" before clicking [Report].
Outstanding work
To produce a report and view a breakdown of outstanding advisory work see How do I view outstanding advisory work?.
Resolutions
Select [Advisory Resolution Breakdown].
- This will display a pie chart to show a percentage breakdown of advisories by remedy code.
- To see the values for each segment of the chart, click the [+ Chart Data] button.
Select [Resolution Revenue Breakdown].
- This will display a pie chart to show a percentage breakdown of revenue generate by remedy code.
- To see the values for each segment of the chart, click the [+ Chart Data] button.
Check Sheets
Select [Checks Carried Out].
- This will list all check sheets printed in the given period.
 | This only applies to check sheets printed by systems using 'Static' mode. See How do I migrate to interactive unit check sheets? to check what setting your system is using. |
Advisory Work & Revenue
Select [Advisory Conversion].
- This report is designed to show advisories that have an estimate and/or invoice value against them. If you have converted an estimate to an invoice you will see the percentage conversion rate.
Select [Work Generated From Advisories].
- This report is designed to show advisories for which a value has been allocated. It shows un-invoiced and invoiced values.
- The value allocated for items booked out on the [Invoice] tab of the jobcard is displayed.
- The "In Progress" columns displays the total for items not yet invoiced.
- The "Invoiced" column shows the total value once the job has been invoiced.
Select [Revenue Summary].
- This report is designed to show the revenue generated by allocating job items to advisories.
- The revenue will be shown against the month the advisory was first created e.g. advisories created in September but allocated to job items on December will be shown against the month of September.
- The total value "Found" will be split between "Sold", items on the [Invoice] tab of jobs, and "Unsold", items on the [Estimate] tab of jobs.
Select [Adverse Outcome Report].
- This will produce a list of advisories whose remedy code is any method other than your system default, usually 'RM1' - Repaired by Workshop.
See also
- How do I add advisories to a workshop job?
- How do I record advisory work as resolved?
- How do I create problem codes for workshop advisories?
- How do I create remedy codes for workshop advisories?
