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