Reports

Reports run for the store selected in the dropdown at the top of the page, over the date range you choose. Most reports look at the invoice date, so a work order only counts once it has been invoiced.

Running a report #

1. Open Reports from the left menu.
2. Pick a report from the Type dropdown.
3. Enter a Start Date and End Date. Inventory Dollars asks for a single As on Date instead.
4. Click View Report.

Tables with a search box also have Copy, Excel, and CSV buttons for taking the numbers elsewhere. Any report can be printed with your browser's print command.

Sales and money #

Posted Totals by Invoice is the end-of-day and end-of-month report. It shows the number of invoices, a chart and breakdown by payment method, the Grand Total and Average Invoice, sales split into Parts, Tires, Labor, Fees, and Discounts, part and tire cost, Taxes Collected by category, and AR Payments (money received on charge accounts during the period). Below the summary, every invoice is listed under the method it was paid with.

Low Margin Invoices lists invoices whose margin was under 30%, lowest first, so you can spot jobs that were priced too thin.

Sales Tax Exempt lists invoices that carried no tax, with the customer's tax exemption number, for your sales-tax filing.

Technician Productivity shows each team member's invoices and pre-tax totals for the period. An invoice with several technicians assigned counts in full for each of them.

Deleted Orders lists tickets that were deleted during the period, with the customer and amount, as an audit trail.

Receivables and payables #

Accounts Receivable shows unpaid invoices on charge accounts, grouped by customer, and is where you record payments and print statements. See Charge accounts and statements.

Accounts Payable shows unpaid vendor invoices grouped by vendor and is where you mark them paid. See Receiving stock with vendor invoices.

Parts and inventory #

Best Seller ranks parts and tires by quantity sold, with the average unit price and total sales for each.

Inventory Items Sold lists every stock part and tire sold, by invoice, with cost and retail totals.

Outside Purchase Tires lists tires bought for specific jobs rather than from stock, by vendor and manufacturer, with cost, retail, and quantity.

Inventory Dollars estimates what your stock was worth on a given date: the quantity on hand times unit cost for every item, with a grand total. Use it for month-end and year-end valuations.

Deferred work #

Declined Work lists the lines customers turned down, how much of that is still open, how much came back as recovered sales, and how much was dismissed. See Deferred work.

Company Dashboard #

For a side-by-side view of all your locations (sales, margin, tires sold, new customers) use Company Dashboard in the left menu rather than Reports.