This report gives you a quick look at revenue that has been generated based on the assigned resource. You can filter this by resource, Job Name, Job ID, Install date range, and/or Customer Name. The results will display the filter information along with Revenue totals, Quantity, Hours, and Material/Labor Costs.
Now, an update has been made to this report to now include an option to run the report by Employee or Crew. A new ‘Type’ field has been added that allows you to choose between which report you would like to run.
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To run this report navigate to the ‘Reports’ dropdown on the main menu and click ‘Employee Revenue’
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A new page will open that contains the search filters you can apply. Simply fill out any necessary information and click ‘Run Report’
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Be sure to choose either ‘Employee’ or ‘Crew’ from the ‘Type’ field to determine what type of report you will run.
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The list of jobs will appear below the search criteria.
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From here you have the options to print or export the report to an Excel workbook.