Employee Reports

Knowledge Base Reports
1

This is a breakdown of what data the Employees Reports section contains. Access via More > Admin > Reports > Employees section.

Table of Contents

Credential Access

You can store documentation credentials and customer credentials. This report allows Admins to view who has accessed the credential details and when.

  1. Head to More > Admin > Reports > Employees - Credential Access.
  2. If desired, enter a Customer name to display results only for that customer.
  3. You can turn on Include contacts and Include documentation to include those pages in the search.
  4. Change the time Period if you want.
  5. Once you have set your desired parameters, click Run Report.

Performance

This report allows you to select which employees you need to see and a date range. After specifying those, you can generate the report.

From here you'll be able to see each employee and a breakdown of their performance within that date range.

Here is the filter section of the report:

Sales And Commission

This report allows you to select a date range to pull a report of everything each of your employees has sold within that date range. You can also filter the outcome based on what you want to see.

You will also see a summary of all sales under the date range selector.

Ticket Status By Technician

In this report, you can specify a date range, and pull in snapshots of each of your employees, and how many tickets they have, broken down by status.

Ticket Time By Technician

This takes you to the Tech Hours Report, where you can see all of the ticket timer entries, both those that have been billed and those that have not.

  1. Change the time Period if needed.
  2. You can view timer entries for only certain Users.
  3. Turn on Show recorded only to include just timer entries that have been billed.
  4. You can turn on Include timers without an attached ticket for any tickets that got deleted that had timers. When a ticket gets deleted, any attached timers do not get deleted—they get orphaned instead, and this setting allows you to see those timers.
  5. Once you have made your selections, click Run Report.
  6. Click a ticket number to view the ticket.
  7. For those entries that have not been billed, click Charge Time next to them to add them to the charges on the attached ticket that you can then make an invoice for.
  8. Export the generated report to CSV.
  9. Schedule the report to automatically run on a regular basis.

 

Time Clock

This report allows you to select a date range and pull a report that shows each time clock entry on each employee within the specified date range. There is a print view available if you have your employees sign their entrees.