The Timer Report shows graphic time for each order item for a specified period of time.


Step     Action

  1.       Select {Reports} and then select {Timer Report} under the Efficiency

            section. A Generate Report modal will open.


  2.      Complete the fields.


Field
Description
Sales Rep Type
Select Customer or Order from the drop-down.
This pulls information based on the sales rep set on the customer or on the order.
Sales Rep
Select a Sales Rep option from the drop-down.
Posted
Select Posted or Unposted from the drop-down.
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.


  3.      Select {Generate}.


           Note: You may need to confirm the file to be opened/saved before 

           proceeding, depending on your web browser. The file will open or be saved 

           to your computer depending on your web browser.


Report columns include:

  • Order Item
  • User
  • Name
  • Description
  • Customer
  • Timer Name
  • Timer Rate
  • Time