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Print By - you can select from Ordered By or Ship To

Customer - you can select one specific customer, “All”, or (none). You will only select (none) when you want to report by Report Group.

Bill To, Ship To, or Ordered By. Ordered By is the same as Bill To unless the Billing account is flagged as a VSP, in which case orders will be printed using the Ship To account.

Start Customer - You can select a customer to begin reporting from, “First” or “(none)”. Choosing “(none)” will switch to using a Report Group, the same as the Use Group button.

End Customer - You can select a customer to end reporting with or “Last” or “(none)”.

Report Group - you can select one specific report group or (none). Please see Report Groups for details on how to create.

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Please see a sample report below for customer #001, ABC LAB.

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PDF
nametest.PDF

Information on how fields are calculated:

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Days/Job - Number of Days to Complete Job / Number of Jobs The number of days to complete job is the number of days from the order receive date to the order completion date minus any days that are marked as holiday dates in the Holiday Dates database. *NOTE - if the order receive date and the order completion date are the same, the Number of Days to Complete Job is zero. This is consistent with other Rx-Universe reports.

Sales - Total of all Jobs

Avg. Lens Price (Pair) - Total Lens Price / Total number of Lenses, then multiplied by 2

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Avg. Other Price - Total Other Price / Total number of jobs that had Other Prices Other prices are addons, misc fields, etc. (any price that is not a frame, temple, side shield or a lens).

Avg. Total Price - Sales / Number of Jobs

Avg Days - Days taken to complete jobs / Number of Jobs

Finished Lenses - Number of Jobs using Finished Lenses / Number of Jobs

Information on what is included in the different tables:

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Shipping - Will depend on the shipping codes you have set up and will only appear if there are jobs with shipping.

Percent Completed Jobs - Breaks down completed jobs into 4 categories:

  • Uncut jobs are Uncut with or without a frame

  • Addon Jobs are Addon or Edge Only jobs

  • Safety Jobs are any job with a safety frame that are not Uncut/Addon

  • Dress Jobs are everything else

    Note on Addon jobs: These include Edge-Only jobs. Addon jobs never increase the Lenses count of tables becasue the lab has not sold the blanks in these cases.

View file
nametest.PDF