Reports by Menu

Report Name		Report Description	Significant Fields	Elite Only
Report Group (Menu): None
	Company Setup	Lists your Company Setup details.	Tax rates and markups shop supplies charges hazmat charges profit margin % price matrix settings	N
Report Group (Menu): Customer Reports
	Customer List By Last Name	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
	Company Phone List	Lists all business customers.	phone numbers	N
	Customer Service History	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
	Vehicle Service History	Lists a brief summary of YMME information and service dates for each vehicle assigned to the customer selected.	customer’s vehicle service history	N
	All Customers and Vehicles	Lists all customers and the vehicles assigned to the customers.	year to date sales total sales	N
	Balance Due/Accounts Receivable	Lists all customers with a balance due.	year-to-date sales total sales amount paid balance due	Y
	Customer Balance Due Statement	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
	Balance Due Statement for All	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
	Negative Customer Balances	Lists all customers with a negative balance due.	year-to-date sales total sales amount paid the negative balance due by customer	N
	Customer Credit Balances	Lists all customers with a credit balance.	credit amount for each customer with a credit balance	N
	Current Payments and Deposits	Lists all current payments on Repair Orders and cashiered invoices.	payment amount payment type total payments	N
	Missed Appointments	Lists all appointments missed within a date range.	appointment date customer name contact information job description	N
	Scheduled Appointments	Lists all appointments scheduled within a date range.	customer name phone number email appointment date	N
	Mailing Labels	Lists all customers in a format compatible with printed mailing labels.	formatted list compatible with the Avery 5160 standard mailing labels	N
Report Group (Menu): Management Reports > Revenue Reports
	Hazmat	Lists all your billed hazardous materials charges for a date range you specify.	invoice date and number parts total labor total hazmat charge	N
	Sales	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 Tax	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
	Shop Supplies	Lists all billed shop supply charges for a date range you specify.	all billed shop supply charges	N
	Cash Receipts	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	Lists all the payments and deposits for a date range you specify.	customer invoice total receipt amount payment method check # authorization	N
	Voided	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
	Discounts	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
	Account Summary	Lists the total posted revenues by account number for a date range you specify.	hours rates costs accounts charged	N
Report Group (Menu): Management Reports > Sales Reports
	Sales Reports - Part Number	Lists all the part sales sorted by part numbers.	part # and description average cost, sale and profit qty	N
	Sales Reports - Part Description	Lists all the part sales sorted by description.	part # and description average cost, sale, and profit qty	N
	Sales Reports - Part Number by Part Source	Lists all the part sales sorted by part numbers and part source.	part # and description average cost, sale and profit qty	N
	Sales Reports - Part Description by Part Source	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 - Parts Not Stocked	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	Lists all part sales for parts normally stocked in your shop.	order # part # and description cost, sale and profit qty and totals	N
Report Group (Menu): Manage Reports > Profit/Efficiency Reports
	Profit by Order for Parts and Labor	Lists all profits on parts and labor sorted by order number.	post date order number costs, sales and profits	N
	Job Profit by Order	Lists all profits sorted by order number.	post date order # job description costs, sales, and profit	N
	Sales Profit by Technician	Lists all sales profits sorted by technician.	post date order number job description costs and sales	N
	Job Profit by Job Type	Lists all profits sorted by job type.	post date, order # job description costs, sales, and profits	N
	Job Profit by Category Summary	Lists a summary of job profits sorted by job type.	job category costs and sales profit %	N
	Technician Efficiency	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	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
Report Group (Menu): Shop Reports
	Labor Rates	List of all the labor rates set up in your system.	labor rate code labor description labor rate	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.	List of all the Generic Shop Jobs set up in your system.	Shop Jobs name and description totals	N
	Specific Shop Jobs	List of all the Specific Shop Jobs set up in your system.	Shop Job’s vehicle name description total	N
	Miscellaneous Charges	List of all the miscellaneous charges set up in your system.	miscellaneous charge code description retail charge tax information	N
	Parts	List of all the parts set up in your system.	part number and description cost retail charge	N
	Recommendations	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
Report Group (Menu): Inventory Reports
	Normally Stocked Parts by Number	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 Description	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 Primary Vendor	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	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
	Normally Stocked Parts by Bin Location	Lists all the normally stocked parts on order, sorted by bin location.	part number and description stocking levels quantity on hand bin locations	Y
	Not Normally Stocked Parts by Part Number	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
	Not Normally Stocked Parts by Description	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