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How to Run the Service Advisor Performance Report for Month-End Review

What report should be used for month-end service advisor review?

Use the Service Advisor Performance Report for month-end review.

How do you open the Service Advisor Report?

Go to:

  1. Service
  2. Reports
  3. Sales
  4. Advisor Performance
When should the report be run?

Run the report at the end of the last business day.

How do you find a specific repair order on the report?

After the report appears:

  1. Go to the top area of the report.
  2. Search for the repair order number.
  3. The matching repair order will be highlighted.
Conclusion

The Service Advisor Report is the recommended report for month-end review, and it can be accessed from Service > Reports > Sales > Advisor Performance. You can also search directly within the report to locate a specific repair order.