Run a mechanic performance report

The mechanic performance report in Workshop Software helps you review and analyse your mechanic performance data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.

The Mechanic Performance report provides a breakdown of a mechanics performance on each invoice by showing for each mechanic;
    • Invoice number
    • Vehicle rego
    • Hours worked
    • Hours charged
    • Difference
    • Amount charged
    • Cost
    • Gross profit
    • Profit per hour
1. To run the report, click on ‘Reports’ from the menu options on the left hand side and then click on ‘Business Reports’; Workshop Software screen showing to run the report, click on 'reports' from the menu options on the left hand ... 2. Click on the down arrow icon to the far right of the blue Mechanic Reports menu to expand the menu; Workshop Software run a mechanic performance report showing down arrow icon to the far right of the blue mechanic reports ... 3.  Enter the date range you want the report to cover and if you only want a summary showing just the totals for each mechanic the click on the button under Summary so that it says ‘YES’. Click on the ‘green printer’ icon at the far right to generate the report, the report will open in a new tab and can then be printed; Workshop Software run a mechanic performance report showing 'green printer' icon at the far right to generate the report, ... Below is the report with the Summary toggle on NO Workshop Software screen showing below is the report with the summary toggle on no Below is the report with the Summary toggle turned to Yes Workshop Software screen showing below is the report with the summary toggle turned to yes    

Good to Know

  • Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
  • You can print or export the report results for your records or to share with your accountant.
  • This setting can be toggled on or off at any time. The change takes effect immediately once you click Save.

Frequently Asked Questions

Can I filter the mechanic performance report by date range?

Yes. Use the date range fields at the top of the report to specify the period you want to review. This lets you narrow results to a specific week, month, or custom date range.

Can I export or print this report?

You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.

Can I restrict what an employee can access in Workshop Software?

Yes. Workshop Software allows you to set permissions for each user, controlling which areas of the system they can view or edit. Check the user settings for available permission options.

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