How do I run a workshop productivity report?
Contents
Summary
The following article outlines how to run a Productivity Report.
More Information
Productivity reports will tell you about any labour booked to a job in the period you specify, whether the job has been invoiced or not.
Standard Productivity Report
Go to " Workshop Job Reports Productivity Report".
- This will show a screen with a number of filters for the report. As standard, the report is set run on the default stock depot and will display on screen (see "Screen or Printer : S (S/P)" option). The other filters are as follows:
- "Labour Rate Breakdown : N (Y/N) (Printer Only)" - This option allows you to see a breakdown of labour per job. (This Breakdown will only work when the report is printed).
- "Labour Codes From & To:" - This filter allows you to run the report for a range of employees or if the same labour code is filled in on the "From:" and "To:" fields, it will run for the single employee selected.
- "Date From & To:" - This filter allows you to run the report for a range of dates.
- "Job Numbers From & To:" - This filter is for if you specifically need a range of jobs.
Fill in only those fields that you need to get the information that you want.
Press <F2> or click the [Traffic Lights] to run the report.
Productivity for Manually Added Labour
If you are booking labour to a job via the [Invoice] tab of a jobcard or via Timecards follow these steps as an alternative to the above report..
Go to " Workshop Workshop Reports Productivity & Efficiency".
- Alternatively choose " Workshop Workshop Reports Workshop Report Generator".
- Enter 'P+E' and click [Search]
- Enter the "Date" range for the report
- Enter a "Labour Code" or leave blank for all technicians.
- Make sure the "Depot" is set to your workshop e.g. 'STOCK'.
Click [Start].
Productivity for Real Time Labour
If you are booking labour to jobs using Platinum Online follow these instructions to produce your report.
Go to " Workshop Workshop Reports Productivity & Efficiency RTL".
- Alternatively choose " Workshop Workshop Reports Workshop Report Generator".
- Enter 'PE2' and click [Search]
- Enter the "Date" range for the report
- Enter a "Labour Code" or leave blank for all technicians.
- Make sure the "Depot" is set to your workshop e.g. 'STOCK'.
Click [Start].
 | if you do not have either of the reports mentioned in this article please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page for advice. |
See also
- Creating workshop jobs
- How do I add labour to a workshop job?
- How do I record labour in the workshop using Platinum Online?
- Definitions of Productivity, Efficiency and Utilisation
