The snapshot report below gives you a quick overview of the most important indicators of business health. In the example below, we see the stats for the month of May, 2018, but you can select any period of days, weeks, months or years that you like.


"ALL THE REPORTS THAT ARE NEEDED TO TAX PURPOSES IS AT MY FINGER TIPS."
Lisa M., service writer, Auto Diagnostics and Repairs, Ridgefield NJ
DETAIL REPORTS LIST
The snapshot report is followed by the detail reports, seen in the lefthand column of the screen in the top view, conveniently organized by category, report, sub-report. Sub reports are preset report variations based on useful filters. Any report can be printed, saved as a pdf, and also emailed directly to anyone you wish. The entire list of reports is as follows:
# | CATEGORY | REPORT | SUB-REPORT |
Customer | |||
1 | Customer List- All | ||
2 | Customer List- Invoiced | ||
3 | Vehicles by Customer | ||
4 | Sales Summary | ||
5 | Unpaid Invoices | ||
6 | Statements | ||
Contact History | |||
7 | appointment reminder | ||
8 | service reminder | ||
9 | new customer | ||
10 | followup | ||
11 | all contacts | ||
12 | untyped | ||
Vehicle History | |||
13 | Selected Service History | ||
Labor | |||
14 | Labor List | ||
15 | Package List | ||
16 | Maintenance Items | ||
17 | Sublet Labor List | ||
Parts | |||
Stocked Parts | |||
18 | list | ||
19 | list by location | ||
20 | list by defaut vendor | ||
21 | |||
22 | Parts Tracking | ||
23 | On Repair Orders | ||
24 | Unpaid Purchse Orders | ||
25 | Returns Bin | ||
26 | Removed Core Returns | ||
Inventory Analysis | |||
27 | all | ||
28 | last cost not zero | ||
29 | Reorder Guide | ||
Sales | |||
Daily Sales | |||
30 | summary | ||
31 | details | ||
Daily Receipts | |||
32 | summary | ||
33 | details | ||
Profit Summary | |||
34 | by invoice | ||
35 | by service writer | ||
36 | by technician | ||
37 | by job type | ||
38 | by customer type | ||
39 | by zip | ||
Profit Detail | |||
40 | by invoice | ||
41 | by item | ||
42 | by vendor | ||
43 | Write Offs | ||
Tax | |||
44 | Daily Tax Receipts | ||
45 | Tax Totals by Invoice | ||
Employee | |||
46 | Active Employee List | ||
Billed Hours | |||
47 | by day | ||
48 | by invoice | ||
49 | by invoice detail | ||
Time Clock Hours | |||
50 | Technician | ||
51 | Service Writers | ||
52 | Support Staff | ||
Vendor | |||
53 | Active Vendor List |