Employee Reports

Sales and Commission

This report allows you to select a date range to pull a report of everything each of your employees as 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.

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.

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.

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 report:

Labor Report

This report allows you to specify a date range, and view a breakdown of all labor performed by each employee within that range. You will also be able to link directly to the invoice, ticket, and product.

Employee Sales Report*

When a technician creates an invoice, or converts a ticket into an invoice, any existing line items or newly added line items will be logged under their user record.

In this example, this ticket is converted into an invoice. The ticket owner will be credited with all line items pulled over from the ticket, to the new invoice.

If you do not have a ticket, whoever makes the invoice will be credited by default. This happens on the line item level, so if there is a product that was sold by a different technician who should receive credit, you can change the owner of this line item on the invoice itself:

When you want to review all employee sales, you can head over to Admin > Reports > Employee Sales Report. You'll find some sorting options, including which employee(s) you want to look at, what time period, and what commission rate you want to apply to their sales (if applicable).

After you specify the employee(s) you want to view, along with the commission rate (optional), you can see a breakdown of all their sales for the time frame you selected.