Technician Performance Board (M) Report GuideLast updated on 03/22/2022
Purpose of the Technician Performance Board (M) Report:
This report provides a high level overview of technician performance. Data is based on job completion dates.
Common uses for this report:
Use this report to view revenue goal, actual revenue, total number of jobs completes, close rates (conversion rate), job average, average count of invoice items for jobs, year to date sales, and other data.
How to find this report:
Click Reports > Search Technician Performance Board Report (M) > Click the report name. Then you will be able to set filters and run the report.
Report filters
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units.
Technician
Filter by technician. This report can be run by a single technician or all technicians.
Date range
Filter by date range. Use the From and To fields to set a custom date range.
View or download the report
Click Build to view the report.
The report can be downloaded in three different formats:
Download PDF
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns
The report includes the following columns:
(Report columns)
(Report columns continued)
Explanation of Technician Performance Board Report (M) Totals
(Report totals)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.