Work Order report definitions

Written By Ascend knowledge base (Administrator)

Updated at October 25th, 2023

Table of Contents

Details with Customer Name and Phone FinishDate LastName FirstName Phone Description Quantity Price Labor Detail by Mechanic DateOfSale LastName FirstName Description Quantity Price Total Labor Sales by Mechanic LastName FirstName Total Labor Sales Labor Summary by Mechanic LastName FirstName Total TCS Average Hook Turn Total WorkOrders Total WorkOrderDetails Avg Days to Complete WO Payment Avg Days to Complete Detail Avg Days to Deliver TCS Service Tickets per Bike Sold Serialized Bikes Sold 0 W/O w/ Sold Bike 1 W/O w/ Sold Bike 2 W/O w/ Sold Bike 3+ W/O w/ Sold Bike TCS Service Team Analysis Employee Tech WO Detail Complete Tech Labor $ Completed Tech Avg WO Detail Complete Total Time AVG Time Bike Builds Total WO Details Written WO Details Labor Written WO Details Add-Ons Written Total WO Created $ Attachment Rate Avg WO Details Created TCS Add-on Revenue Summary Grand Total TCS Total Completed Work Order Details # of W/O TCS Totals Received by Vendor Name Units Received % of Total Dollars Amt Received TCS Add-On Revenue Details SKU Description Category Unit Cost MSRP Vendor QOH Units Sold Last 12 mos Ext MSRP Ext SalePrice Ext COST Margin TCS Work Order Time Variance DateCompleted Employee Workorder # Customer EstTime ActualTime Variance SalesItems on Detail Total Parts and Labor by Date TaxTotal Gross Sales Net Total Total Parts and Labor per Day Day Month Year TaxTotal Gross Sales Net Total Total Parts and Labor Per Mechanic by Date LastName FirstName TaxTotal Gross Sales Net Total

Details with Customer Name and Phone

Displays all products on repairs where the transaction was finished (closed) in the selected date range and where the user is listed as the Technician. Customer information is included.

Note: This report includes any repairs which are hidden, but are attached to an active transaction. Items which are not associated with a work order detail are not included.

FinishDate

Date the transaction was finished (closed).

LastName

Customer’s last name.

FirstName

Customer’s first name.

Phone

Customer’s phone number.

Description

Description of the product which was sold.

Quantity

Quantity of the item sold.

Price

Selling price for the item, without tax.

Labor Detail by Mechanic

Displays all products in the Labor category on repairs where the transaction was finished (closed) in the selected date range and where the user is listed as the Technician.

Note: Items in subcategories of Labor are not included. This report includes any repairs which are hidden, but are attached to an active transaction. Items which are not associated with a work order detail are not included.

DateOfSale

Date the transaction was finished (closed).

LastName

Technician’s last name.

FirstName

Technician’s first name.

Description

Description of the product which was sold.

Quantity

Quantity of the item sold.

Price

Selling price for a single item, without tax.

Total

Quantity times Price.

Labor Sales by Mechanic

Total of all items in the Labor category on repairs where the transaction was finished (closed) in the selected date range and where the user is listed as the Technician.

Note: Items in subcategories of Labor are not included. This report includes any repairs which are hidden, but are attached to an active transaction. Items which are not associated with a work order detail are not included.

LastName

Technician’s last name.

FirstName

Technician’s first name.

Total Labor Sales

Total dollars of all labor items on work order details.

Labor Summary by Mechanic

Total of all items in the Labor category on repairs where the transaction was finished (closed) in the selected date range and where the user is listed as the Technician.

Note: Items in subcategories of Labor are not included. This report includes any repairs which are hidden, but are attached to an active transaction. Items which are not associated with a work order detail are not included.

LastName

Technician’s last name.

FirstName

Technician’s first name.

Total

Total dollars of all labor items on work order details.

TCS Average Hook Turn

Displays the average number of days taken to complete work orders.

Total WorkOrders

Total number of work order transactions finished (closed) in the selected date range.

Total WorkOrderDetails

Total number of work order details associated with transactions finished (closed) in the selected date range.

Avg Days to Complete WO Payment

Total number of days from the date work order details were created to the date the associated transaction was finished (closed) divided by the total number of work order transactions finished in the selected date range.

Avg Days to Complete Detail

Total number of days from the date work order details were created to the date they were marked Completed divided by the total number of work order details completed in the selected date range.

Avg Days to Deliver

Total number of days from work order detail completion to the date the associated transaction is finished (closed) divided by the total number of work order details completed in the selected date range.

TCS Service Tickets per Bike Sold

Displays the total units of labor items added to a work order with a serialized item.

Note: Items which are not associated with a work order detail are not included.

Serialized Bikes Sold

Total number of bikes sold on work order details where the associated transaction was finished (closed) in the selected date range.

0 W/O w/ Sold Bike

Total number of work order details where the associated transaction was finished (closed) in the selected date range and no bikes are on the work order detail.

1 W/O w/ Sold Bike

Total number of work order details where the associated transaction was finished (closed) in the selected date range and one bike is on the work order detail.

2 W/O w/ Sold Bike

Total number of work order details where the associated transaction was finished (closed) in the selected date range and two bikes are on the work order detail.

3+ W/O w/ Sold Bike

Total number of work order details where the associated transaction was finished (closed) in the selected date range and three or more bikes are on the work order detail.

TCS Service Team Analysis

Displays the totals for transactions, add-ons, and labor items by technician in the selected date range.

Note: Items which are not associated with a work order detail are not included.

Employee

Employee name.

Tech WO Detail Complete

Total number of work order details marked as Completed in the selected date range where the user is listed as the Technician.

Tech Labor $ Completed

Total dollars of Labor items sold on work order details which were marked Completed in the selected date range where the user is listed as the Technician.

Tech Avg WO Detail Complete

For work order details which were marked Completed in the selected date range, total dollars sold divided by total work order details where the user is listed as the Technician.

Total Time

Total hours of Actual Time on work order details which were marked Completed in the selected date range where the user is listed as the Technician.

AVG Time

Total hours of Actual Time on work order details which were marked Completed in the selected date range divided by the total number of work order details completed where the user is listed as the Technician.

Bike Builds

Total number of serial numbers marked as Assembled in the selected date range where the user is listed in Assembled By.

Total WO Details Written

Total number of work order details marked Completed in the selected date range where the user is listed as the Advisor.

WO Details Labor Written

Total dollars of Labor items sold on work order details which were marked Completed in the selected date range where the user is listed as the Advisor.

WO Details Add-Ons Written

Total dollars of Parts, Accessories, and Clothing items sold on work order details which were marked Completed in the selected date range where the user is listed as the Advisor.

Total WO Created $

For work order details which were marked Completed in the selected date range, total dollars sold divided by total work order details where the user is listed as the Advisor.

Attachment Rate

Percentage of WO Details Add-Ons Written divided by WO Details Labor Written.

Avg WO Details Created

For work order details which were marked Completed in the selected date range, total dollars sold divided by total work order details where the user is listed as the Advisor.

TCS Add-on Revenue Summary

Displays total work order add-on dollars in the selected date range.

Grand Total

Total non-Bike or non-Labor dollars on work order transactions which were finished (closed) in the selected date range.

TCS Total Completed Work Order Details

Displays the total number of work orders completed in the selected date range.

# of W/O

Total number of Work Order Details which were marked Completed in the selected date range.

TCS Totals Received by Vendor

Displays total units and dollars received by vendor in the selected date range.

Name

Vendor name.

Units Received

Total quantity of items received on orders for the vendor in the selected date range.

% of Total Dollars

Percentage of the total Amt Received value (below).

Amt Received

Total dollars received on orders for the vendor in the selected date range.

TCS Add-On Revenue Details

Displays non-Bike or non-Labor items sold in the selected date range by vendor.

Note: Once an item is in your inventory, Ascend has no way to identify which vendor a specific item came from – only which vendors a product may be ordered from. Running reports by vendor will inflate your total values.

SKU

SKU for the product.

Description

Description for the product.

Category

Category for the product.

Unit Cost

Cost for a single item.

MSRP

MSPR configured for the product.

Vendor

Vendor from whom the product can be ordered.

QOH

Current stock for the product.

Units Sold Last 12 mos

Total quantity sold in the last 12 months.

Ext MSRP

Total MSRP value of all items sold in the selected date range.

Ext SalePrice

Total selling price of all items sold in the selected date range.

Ext COST

Total cost value of all items sold in the selected date range.

Margin

Total selling price of all items sold divided by total number of items sold.

TCS Work Order Time Variance

Displays the total time from work order creation to completion in the selected date range.

DateCompleted

Date the work order detail was marked Completed.

Employee

Technician name.

Workorder #

Work order detail Ticket Number.

Customer

Customer name.

EstTime

Work order detail Est. Time.

ActualTime

Work order detail Actual Time.

Variance

Actual Time minus Estimated Time.

SalesItems on Detail

Lists all sales items on the work order detail.

Total Parts and Labor by Date

Total sales on work orders finished in a date range.

TaxTotal

Total tax charged on work order transactions finished (closed) in the selected date range.

Gross Sales

Total sales dollars (including tax) on work order transactions finished (closed) in the selected date range.

Net Total

Total sales dollars without tax on work order transactions finished (closed) in the selected date range.

Total Parts and Labor per Day

Total sales by date on work orders finished in a date range.

Day

Day of the month.

Month

Month number.

Year

Year.

TaxTotal

Total tax charged on work order transactions finished (closed) on the specified date.

Gross Sales

Total sales dollars (including tax) on work order transactions finished (closed) on the specified date.

Net Total

Total sales dollars without tax on work order transactions finished (closed) on the specified date.

Total Parts and Labor Per Mechanic by Date

Total sales on work orders finished in a date range by technician.

LastName

Technician last name.

FirstName

Technician first name.

TaxTotal

Total tax charged on work order transactions finished (closed) in the selected date range.

Gross Sales

Total sales dollars (including tax) on work order transactions finished (closed) in the selected date range.

Net Total

Total sales dollars without tax on work order transactions finished (closed) in the selected date range.

KB22-216