The Job Labor Report consolidates and summarizes metrics related to job labor within a given date range (based on the visits' scheduled date).
Specifically, this report compares and contrasts estimated labor for a particular job and the actual labor performed. The difference between estimated and actual is reflected in the remaining column.
From there, Job Labor efficiency is calculated by [ Actual / Estimated = Efficiency ]
Filters on the report allow users to select the desired Job Labor data; these include Date Range, Operations, Sales Reps, and Assignees. Moreover, the search bar towards the top right of the table will allow you to search by Job Reference Number, Job Name, Customer.
Accessing the Job Labor Report
Navigate to Reports → Labor → Job Labor Report
Using the Job Labor Report
To begin utilizing the report data, first we suggest selecting the desired Date Range. By default, this report shows the totals of labor line items based on the visit's scheduled date.
Once you have a date range selected, you have the option to filter based on: Operation, Sales Rep, or Assignees.
Please take note that when you filter by Assignee, the results may show partial information if all visits on a job are not assigned to the same assignee...
The data included in the Job Labor Report can be controlled by selecting which Columns to display. To access this, click the Columns button on the far left.
Select the desired columns to include or remove by clicking the name of the data field, and your selections will update on the Report table.
Column order can be adjusted by dragging and dropping column headers. Data can be sorted by clicking on Column headers. Click once to sort from Low-to-High, and again to sort from High-to-Low.
Values in the report are calculated as follows:
- Estimated - the summation of labor items on a job. (NOTE: if a job does not include any items of type 'labor', the job will not be included in the report since it will not have an estimated quantity.)
- Actual - the summation of labor lines reported on job completion.
- Remaining - the difference between the estimated and actual labor for the job. If estimated labor is less than actual labor, this number will be positive and show how many hours one could stay on the job and remain profitable. If the estimated labor is greater than the actual labor, the number will be negative and show the number of hours labor has exceeded the estimate.
- Efficiency - a ratio calculated as estimated labor-to-actual labor. If the ratio is greater than or equal to 100%, the job is deemed to have been accurately estimated and efficiently handled.
In the Job Labor Report, you have the ability to expand the row by selecting the "+" to the left of the table. Upon expanding the job, you will be shown additional information about the items and labor as it relates to the job.
To minimize the row, all you need to do is select the "-" and the row will collapse back to normal
- Search Bar: The search bar in the top right of the table will allow you to search by the following: Reference Number, Job Name, Customer
Please note: you cannot search by estimated, actual, remaining, or efficiency metrics.
- Export CSV: Finally, you also have the option to export the data table to CSV to further manipulate the information. Once you select the "Export CSV" button in the top right, only the data depicted on screen will be exported.
- Save Report: You have the ability to save the Job Labor Report and the filters that you have activated by selecting the "Save Report" button in the top right of the screen.
You will be given the option to create a name for your report; afterwards, the report will be stored in the "Saved Reports" section of your Reports Catalog.
To update or remove the report:
1) Navigate to your Saved Reports
2) To remove the report select: "Removed Saved Report"
3) To update a saved report, make your changes and select "Update Report"
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