Reports Alphabetically

Reports Listed Alphabetically

Report Name	Report Group (Menu)	Report Description	Significant Fields	Elite Only
Account Summary	Management Reports > Revenue Reports	Lists the total posted revenues by account number for a date range you specify.	hours rates costs accounts charged	N
All Customers and Vehicles	Customer Reports	Lists all customers and the vehicles assigned to the customers.	year to date sales total sales	N
Balance Due Statement for All	Customer Reports	This is series of balance due statements that can be given to customers. Selecting this report creates a separate statement for each customer with a balance due.	invoice date and number vehicle information invoice total amount paid balance due for each invoice total due	N
Cash Receipts	Management Reports > Revenue Reports	Lists all the payments and deposits for a date range you specify.	payment type (cash, credit, check, debit, or other) credit card name payment amount check # authorization	N
Cash Receipts by Day	Management Reports > Revenue Reports	Lists all the payments and deposits for a date range you specify.	customer invoice total receipt amount payment method check # authorization	N
Company Phone List	Customer Reports	Lists all business customers.	phone numbers	N
Company Setup	none	Lists your Company Setup details.	Tax rates and markups shop supplies charges hazmat charges profit margin % price matrix settings	N
Current Payments and Deposits	Customer Reports	Lists all current payments on Repair Orders and cashiered invoices.	payment amount payment type total payments	N
Customer Balance Due Statement	Customer Reports	This is a balance due statement for a customer.	invoice date and number vehicle information invoice total amount paid balance due for each invoice total due	N
Customer Credit Balances	Customer Reports	Lists all customers with a credit balance.	credit amount for each customer with a credit balance	N
Customer List By Last Name	Customer Reports	Lists all the customers in your system, with a brief summary of their sales and service history.	year-to-date (ytd) sales total sales	N
Customer Service History	Customer Reports	Lists a brief summary of all posted and closed invoices for a specific customer. You enter the customer's name when requesting the report.	service dates invoice numbers vehicle information service descriptions year-to-date sales	N
Discounts	Management Reports > Revenue Reports	Lists the total discounts applied to posted invoices for a date range you specify.	customer name pre-discount invoice amount parts,labor, and sublet discounts invoice total	N
Generic Shop Jobs Note: This is a good report to print and post where your technicians and service writers can easily reference it, such as under glass on a counter top, in a binder, or on the wall.	Shop Reports	List of all the Generic Shop Jobs set up in your system.	Shop Jobs name and description totals	N
Hazmat	Management Reports > Revenue Reports	Lists all your billed hazardous materials charges for a date range you specify.	invoice date and number parts total labor total hazmat charge	N
Job Profit by Category Summary	Management Reports > Profit/Efficiency Reports	Lists a summary of job profits sorted by job type.	job category costs and sales profit %	N
Job Profit by Job Type	Management Reports > Profit/Efficiency Reports	Lists all profits sorted by job type.	post date, order # job description costs, sales, and profits	N
Job Profit by Order	Management Reports > Profit/Efficiency Reports	Lists all profits sorted by order number.	post date order # job description costs, sales, and profit	N
Labor Rates	Shop Reports	List of all the labor rates set up in your system.	labor rate code labor description labor rate	N
Mailing Labels	Customer Reports	Lists all customers in a format compatible with printed mailing labels.	formatted list compatible with the Avery 5160 standard mailing labels	N
Miscellaneous Charges	Shop Reports	List of all the miscellaneous charges set up in your system.	miscellaneous charge code description retail charge tax information	N
Missed Appointments	Customer Reports	Lists all appointments missed within a date range.	appointment date customer name contact information job description	N
Negative Customer Balances	Customer Reports	Lists all customers with a negative balance due.	year-to-date sales total sales amount paid the negative balance due by customer	N
Normally Stocked Parts by Bin Location	Inventory Reports	Lists all the normally stocked parts on order, sorted by bin location.	part number and description stocking levels quantity on hand bin locations	Y
Normally Stocked Parts by Description	Inventory Reports	Lists all the normally stocked parts from the shop inventory normally kept on hand, sorted by part description.	part number and description stocking levels quantity on hand cost selling price	Y
Normally Stocked Parts by Number	Inventory Reports	Lists all the normally stocked parts in the shop inventory normally kept on hand, sorted by part number.	part number and description stocking levels quantity on hand cost selling price	Y
Normally Stocked Parts by Primary Vendor	Inventory Reports	Lists all the normally stocked parts on order, sorted by vendor.	part number and description inventory quantity information cost, and selling price.	Y
Normally Stocked Parts on Orders by Vendor	Inventory Reports	Lists all the normally stocked parts on order from the shop inventory with totals, sorted by vendor.	part number and description quantity on order cost and selling price	Y
Not Normally Stocked Parts by Description	Inventory Reports	Lists all the parts from the shop inventory not normally kept on hand, sorted by part description.	part number and description cost selling price	Y
Not Normally Stocked Parts by Part Number	Inventory Reports	Lists all the parts in the shop inventory not normally kept on hand, sorted by part number.	part number and description cost selling price	Y
Parts	Shop Reports	List of all the parts set up in your system.	part number and description cost retail charge	N
Profit by Order for Parts and Labor	Management Reports > Profit/Efficiency Reports	Lists all profits on parts and labor sorted by order number.	post date order number costs, sales and profits	N
Recommendations	Shop Reports	List of all outstanding recommendations whose service date falls within a specified date range.	customer information vehicle information recommended service date recommended service mileage	N
Sales	Management Reports > Revenue Reports	Lists all your closed and posted invoices for a date range you specify.	charge amount (by labor, parts, miscellaneous, sublet, hazmat and shop supplies) discounts, parts tax, labor tax and totals	N
Sales Profit by Technician	Management Reports > Profit/Efficiency Reports	Lists all sales profits sorted by technician.	post date order number job description costs and sales	N
Sales Reports - Part Description	Management Reports > Sales Reports	Lists all the part sales sorted by description.	part # and description average cost, sale, and profit qty	N
Sales Reports - Part Description by Part Source	Management Reports > Sales Reports	Lists all the part sales sorted by description and part source.	part # and description average cost, sale, and profit qty and totals	N
Sales Reports - Part Number	Management Reports > Sales Reports	Lists all the part sales sorted by part numbers.	part # and description average cost, sale and profit qty	N
Sales Reports - Part Number by Part Source	Management Reports > Sales Reports	Lists all the part sales sorted by part numbers and part source.	part # and description average cost, sale and profit qty	N
Sales Reports - Parts Not Stocked	Management Reports > Sales Reports	Lists all part sales for parts not normally stocked in your shop.	order # part # and description cost, sale and profit qty and totals	N
Sales Reports - Parts Stocked	Management Reports > Sales Reports	Lists all part sales for parts normally stocked in your shop.	order # part # and description cost, sale and profit qty and totals	N
Sales Tax	Management Reports > Revenue Reports	Lists both taxed and tax exempt invoices for a date range you specify.	invoice date, number and total taxable parts, non-taxable parts, parts total taxable labor, non-taxable labor, labor total parts tax, labor tax and the tax total	N
Scheduled Appointments	Customer Reports	Lists all appointments scheduled within a date range.	customer name phone number email appointment date	N
Shop Supplies	Management Reports > Revenue Reports	Lists all billed shop supply charges for a date range you specify.	all billed shop supply charges	N
Specific Shop Jobs	Shop Reports	List of all the Specific Shop Jobs set up in your system.	Shop Job’s vehicle name description total	N
Technician Efficiency	Management Reports > Profit/Efficiency Reports	Lists all the invoices the technician worked on for a date range you specify. The report uses the charged labor hours and the actual labor hours to calculate an efficiency percentage.	technician name posted invoice dates and numbers labor descriptions charged and actual hours efficiency %	N
Technician Efficiency by Job	Management Reports > Profit/Efficiency Reports	Lists all the invoices the technician worked on for a date range you specify. The report uses the charged labor hours and the actual labor hours to calculate an efficiency percentage.	post date order number and job description charged and actual hours efficiency rating.	N
Vehicle Service History	Customer Reports	Lists a brief summary of YMME information and service dates for each vehicle assigned to the customer selected.	customer’s vehicle service history	N
Voided	Management Reports > Revenue Reports	Lists all orders that have been voided, to provide a means of accounting for every order created.	customer name vehicle description service advisor name	N