Technician Activity Report

Overview

This report displays employee hours scheduled to activitiesClosed Non-job related billable and non-billable hours. Anything associated with running your business that has an associated labour cost and can’t be charged to jobs. defined in System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > System Setup > Activities. This is useful for reviewing payroll, as you can determine how many hours technicians (your field employees and contractors) are spending on activities such as stocktaking or workshop duties, as well as the cost of technician activities to your business.

As hours are determined from the schedule, you need to record activity times routinely for an accurate report. Costs are calculated from the pay rate and employment costs entered in employee / contractor card files.

Learn about other Technician reports in Technician Reports.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Technician Activity report.

To view the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports > Technicians > Technician Activity.
  2. Under Employee Schedule Date, select the date range.
  3. Select from the Activity and Employee options to filter the report.
    • Click Select All to include all active activities / employees / contractors. Alternatively, select No Filter to include archived activities / employees / contractors.
  4. Click Search.

The columns in the report include any activities that technicians have been scheduled to within the specified date range. Each activity column shows the number of hours scheduled to each technician.

Aside from the activity columns, the columns contain the following information:

Base Pay Total number of scheduled activity hours as a whole.
Days The total number of days that the activities occurred on.
Work Days The total number of scheduled activity hours divided by the number of hours in a work day. You can define a Work Day in your Schedule Default settings.
Cost The technician's pay rate and employment costs multiplied by the total hours. This does not include overhead.

A screenshot of the activity breakdown.

Click Options > View Activity Breakdown next to a technician to see a breakdown of their activities and the total number of hours spent on each activity.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.