Reports  

Use Reports to help manage your shop, analyze the profitability of your work and track the efficiency of your technicians.

Basic Report Procedures

To view and print reports:

1. From the Reports menu, select one of the following:

1. • Company Setup Report

   • Customer Reports

   • Management Reports

   • Shop Reports

   • Inventory Reports

Result: A dialog box displays all available reports, except when Company Setup report is selected.

2. Select the report.

3. Enter a date range or customer name if it applies to the selected report.

4. Click the OK button.

Result: The report is displayed in a separate window.

5. Click the print button  at the top of the window to print the report.

Result: A Print dialog box allows you to select the print range and the number of copies.

6. Click the export button  at the top of the window to export the report data to a file.

Result: An Export dialog box allows you to select the format and destination of the exported file.

7. Click the OK button to print.

Note: Reports normally print on the default printer. To select a different printer open the report and select Printer Setup from the File menu in the report window.

Note:Reports normally print on the default printer. To select a different printer, open the report and select Printer Setup from the File menu on the Report window.
Reports can be exported to a file from the report preview window by clicking the Export button. The Export dialog box opens, allowing you to select the format and destination.

Click here to view a list of reports by report group.

Click here to view a list an alphabetical list of reports.