If you are curious about the metrics behind the Work Order reports in Ascend (Ascend desktop > Reports > Work Orders folder)
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