💡 Why use the Technician Performance Report
The Technician Performance Report gives workshop owners and managers a clear picture of how effectively labour is being utilised across the team.
This report is commonly used to:
Review how much of each technician's available time is being clocked onto jobs
Compare charged hours against clocked time to understand productivity
Identify technicians with high idle time or low recovery rates
Get a workshop-wide summary of labour utilisation in a single view
Export data to a spreadsheet for further analysis, such as applying custom weightings to the metrics that matter most to your workshop
📍 How to access the report
Open Reports from the side menu
Locate Technician Performance in Reports List
This report falls under the Performance category
Click the report named "Technician Performance" to open it:
🧭 Understanding the report layout
The Technician Performance Report is presented as a table with one row per technician.
The screen includes:
A date filter for selecting the reporting period
A results table showing labour metrics per technician
A grand total row summarising overall workshop performance
Export options for PDF and CSV
📅 Date filter
The date filter controls the period the report covers and is required — it cannot be cleared.
Available options:
Last Week: The most recently completed Monday to Sunday period
Last Month: The previous full calendar month
Current Month: The current calendar month from the 1st to today (default)
Custom: A specific date range, up to a maximum span of one month
The report defaults to Current Month when first opened.
📊 Report columns explained
Each row represents one technician's labour data for the selected period.
Staff: The technician's name. Where you have access to staff records, clicking the name opens their staff profile.
Available: The technician's scheduled working hours for the period, after deducting any approved leave.
Clocked on Job: Total hours the technician clocked onto jobs during the period.
Charged: Hours charged to customers, apportioned to the technician based on their share of labour lines. Where a labour line has multiple technicians, hours are split proportionally.
Idle: Available hours not accounted for by clocked time. This floors at zero and will not display a negative value.
Utilisation %: Clocked on Job hours as a percentage of Available hours. Shows how much of the technician's available time was spent on jobs.
Efficiency %: Charged hours as a percentage of Clocked on Job hours. Shows how much of the time spent on jobs resulted in billable charges.
Productivity %: Charged hours as a percentage of Available hours. A combined view of utilisation and efficiency in a single figure.
The grand total row at the bottom shows sums for the hours columns (Available, Clocked on Job, Charged, Idle) and averages for the percentage columns (Utilisation %, Efficiency %, Productivity %).
👥 Which technicians appear on the report
All active technicians are included for the selected period, even if they have no hours recorded
Inactive technicians are included if they have hours charged to a job within the selected period
Labour with no technician assigned
In some cases, labour lines on a job may not have a technician assigned. These lines appear in the report as a separate row labelled ZZ_No technician allocated.
🗂️ Supplementary: This row shows only a Charged value. Available, Clocked on Job, Idle, and all percentage columns display as zero, as there is no technician roster or time clock data to draw from.
📝 Note: To keep your report accurate, ensure technicians are assigned to all labour lines when completing jobs.
📝 A note on credit notes
The Technician Performance Report is based on job-level labour data. Credit notes issued against invoices do not adjust the hours shown in this report. The figures reflect time charged and clocked on jobs, regardless of subsequent billing adjustments.
📤 Exporting the report
The report can be exported using the buttons at the top of the screen.
Export to PDF: Renders in landscape orientation to fit all columns. Includes the grand total row.
Export to CSV: Includes all columns in screen order. The grand total row is not included in the CSV.
💡 Tip: The CSV export includes all three percentage metrics (Utilisation %, Efficiency %, Productivity %). This makes it easy to apply your own analysis in a spreadsheet, including weighting the metrics that matter most to your workshop.
✅ Things to keep in mind
The date filter is mandatory and cannot be cleared
Custom date ranges are capped at one month
Idle hours floor at zero and will not show a negative value
The grand total percentages are averages across technicians, not a recalculation from the totals
Credit notes are not reflected in the figures
The ZZ_No technician allocated row appears only when labour lines have no technician assigned