UCS Productivity Reports

[bterbo1]

We are new to UCS - what reports should I run to see Advisor productivity such as: CP Hrs per RO, ELR, Labor Sales per RO, Discounts, etc?

[KevinC]

Advisor/Tech performance, sorted by advisor, subtotaling pay types. Will show ELR, hours/RO, total sales, cost, gross etc. Hope this helps.
Kevin

[bterbo1]

Thanks Kevin. Is there a report number or is that what the report is called?
Thanks!

[KevinC]

That is the name of the report in UCS Power Workstation. I think it is report SA, but you may want to double check that.

[FJFIXEDOPS]

betrbo1
Go to REPORTS=>SERVICE, select ADV/TECH PROFIT & PERFORMANCE (S4) for your ELR, Gross profits, HR/RO, etc. report.
Then drop down in SERVICE REPORTS to POLICY ADJ/SVC DISCOUNT (S6) for your policy adjustments and discounts on Repair Orders.
You will find all of the pertinent Service Department reports in this section.

[Rick in DC]

It is the 'S4' report.

A few things you want to note:

1) make sure "exclude discounts from sales amount" is checked, otherwise your gp and gp% will not include discounts & service specials
2) sequence should be advisor, subtotal invoice type
3) If you click on "Totals only" you will get a nice little recap instead of a long report with all of the detail mixed in.

[This message has been edited by Rick in DC (edited 10-27-2008).]