Days Analysis
Use the Days Analysis tab to analyze the days within a billing period.
To open the Days Analysis tab, navigate to Product Support > Service > Analysis Reports, then click the Days tab.
Completed refers to the date the work order was either signed off or closed. For example, if a user signs a work order off on the 10th of the month but does not close the work order until the 31st, the system uses the 10th as the date it was Completed. Closing a work order segment does not override the date that it was marked Completed. If the work order is never set to Signed Off and instead goes straight to Closed, the date it was closed is used.
Sorting options on the Days Analysis tab are:
| Sort by | |
|---|---|
| Field | Description |
| Work Order | Sort the search results by work order number. |
| Customer | Sort the search results by customer. |
| Open to Start | Sort the search results by the number of days from when the work order was opened to when the labor on the work order started. |
| Open to Completed | Sort the search results by the number of days from when the work order was opened to when the work order was completed. |
| Open to Billing | Sort the search results by the number of days from when the work order was opened to when the work order was billed. |
| Start to Completed | Sort the search results by the number of days from when the labor on the work order started to when the work order was completed. |
| Start to Billing | Sort the search results by the number of days from when the labor on the work order was started to when the work order was billed. |
| Last Labor to Completed | Sort the search results by the number of days from the last labor transaction to when the work order was completed. |
| Last Labor to Billing | Sort the search results by the number of days from the last labor transaction to when the work order was billed. |
| Completed to Billing | Sort the search results by the number of days from when the work order was completed to when the work order was billed. |
| Last Labor to Signed Off | Sort the search results by the number of days from the last labor transaction to when the assigned technician signed off from the work order. |
| Signed Off to Billing | Sort the search results by the number of days from when the assigned technician signed off from the work order to when the work order was billed. |
Search fields on the Days Analysis tab are:
| Field | Description |
|---|---|
| Show all Segments | If selected, includes all segments within the search results. |
| Select Customer | Search for analysis by entering a customer. |
| Select Location | Search for analysis by entering a location. |
| Select Date Range | Narrow down the search for day analysis by selecting a date range. |
Fields on the Days Analysis tab are:
| Field | Description |
|---|---|
| Work Order | The work order number. |
| Customer | The customer number. |
| Location | The location of the analysis. |
| Open to Start | The number of days from when the work order was open to when the labor on the work order was started. |
| Open to Completed | The number of days from when the work order was opened to when the work order was completed. |
| Open to Billing | The number of days from when the work order was opened to when the work order was billed. |
| Start to Completed | The number of days from when the labor on the work order started to when the work order was completed. |
| Start to Billing | The number of days from when the labor on the work order started to when the work order was billed. |
| Last Labor to Completed | The number of days from when the last labor transaction was recorded to when the work order was completed. |
| Last Labor to Billing | The number of days from when the last labor transaction was recorded to when the work order was billed. |
| Completed to Billing | The number of days from when the work order was completed to when the work order was billed. |
| Last Labor to Signed Off | The number of days from when the last labor transaction was posted to the work order to when the assigned technician signed off from the work order. |
| Signed Off to Billing | The number of days from when the assigned technician signed off from the work order to when the work order was billed. |
Click a Customer Name to open the Customer Profile screen.
Click Total to open the Totals screen, which displays the field totals that appear on the Days Analysis screen.