Technician Performance report templateLast updated on 02/22/2023

• Adjustment invoices where Include adjustment invoice amount in technician performance reports is deselected are not included in Adjustment Revenue totals. To calculate unattributed adjustment invoice metrics, use columns from the Unattributed adjustment invoices section of the template.

Follow the steps to create a custom report based on the Technician Performance template and select the columns to include in your report.

The Technician Performance template has these columns selected by default:

• Name: Name and profile photo of the technician

• Technician Business Unit: BU the technician is assigned to

• Completed Jobs: Count of jobs assigned to the technician completed within the date range

• Completed Revenue: Sum of income items on jobs completed within the date range, adjusted by technician split. Note: Income items are pricebook items assigned to an income general ledger (GL) account.

You can customize the report by selecting additional columns from these sections:

• Technician Basics: Fields from the technician’s profile

• Technician Job KPIs: Key performance indicators (KPIs) related to jobs

• Technician Timesheets: KPIs related to timesheets

• Technician Opportunities KPIs: KPIs related to opportunities.

• Technician Revenue KPIs: KPIs related to job revenue

• Technician Sales KPIs: KPIs related to estimates sold by the technician

• Technician Lead Generation KPIs: KPIs related to leads set by the technician

• Technician Performance KPIs: KPIs related to job performance, including billable hours, revenue per hour, and customer satisfaction

• Financing: KPIs related to financing

• Technician Membership KPIs: KPIs related to membership sales

• Payroll: Payroll ID of the technician

• Unattributed adjustment invoices: Totals from adjustment invoices added to job invoices where Include adjustment invoice amount in technician performance reports is deselected

• Technician Sales from Tech Generated Leads: KPIs related to estimates sold by the technician from technician-generated leads

• Technician Sales from Marketing Leads: KPIs related to estimates sold by the technician from marketing leads

Select  Non-Job Estimate Sales to capture sales metrics on estimates not linked to a job. This is helpful for commercial and construction business types who may be using estimates not related to a job, such as project estimates.

Before running the report, set filters to narrow your results:

1. Click the From - To field to set date filters. You can:

   • Use the calendar to select a specific date range and click Apply.

   • Use the left menu to select a preset date range:

     • Today: From 12:00 AM to the current time

     • Yesterday: Previous day, from 12:00 AM to 11:59 PM

     • Last 7 Days: Previous seven days, including the current date

     • Last 14 Days: Previous 14 days, including the current date

     • Last 30 Days: Previous 30 days, including the current date

     • Month to Date: From the first of the current month to the current day

     • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

     • Last 90 Days: Previous 90 days, including the current date

     • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

     • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

     • Quarter to Date: From the first day of the current quarter to the current day

     • Year to Date: From January 1 of the current year to the current day

     • Last 365 Days: Previous 365 days, including the current date

   Note: How date filters are applied depends on the KPI. Hover over a column header in the report to open a tooltip explaining how filters are applied.

2. Click the Business Unit dropdown and select the business units (BUs) of the invoice items you want to include in the report. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

   • Click the dropdown to select individual BUs.

   • To report on BU categories such as trade or division, click Filter , select the BU categories you want to include, and click Filter.

3. Select Include Inactive Technicians to include inactive technicians who worked on jobs during the date range.

4. When you’re done setting your filters, click Run Report.

Tip: You can arrange report columns and apply filters for further customization.

• See Create and edit custom reports

• See Export a report

• See Schedule reports