What advisory work reports are available?

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].

Advisory Work & Revenue

Select [Advisory Conversion].

Select [Work Generated From Advisories].

Select [Revenue Summary].

Select [Adverse Outcome Report].

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?

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

workshop, advisory, advisories, outstanding, remedial work, advisory report, revenue