Details Of Top 25 Reports In Shop Mgmt

Accounts Receivable Aging Detail – Accounting Report
- Provides a detailed listing of all invoices with outstanding balances including any applied payments. Broken out by 30, 60 & 90+ day increments. Sorted and totaled by customer.
Accounts Receivable Aging Summary – Accounting Report
- Provides a listing of all outstanding balances sorted and totaled by customer without the invoice and customer details provided in the Aging Detail report. Broken out by 30, 60 & 90+ day increments.
- Able to sort by Name, Company, Customer ID or All.
Balance Due Statements – Accounting Report
- Provides an itemization of unpaid invoices, with subtotals for Parts and Labor for each customer. Also provided is a summary of Past Due and Total Due. Suitable for customer mailings.
Balance Due – Accounting Report
- Provides the Balance Due, Year to Date purchases, and Life Total purchases for each customer. Typically used as a tool to determine who owes you money at any given time.
Posted Orders – Accounting Report
- Provides detailed information on the components of cost (Parts, Labor, Tax, etc.) on orders that were posted during a specified time frame. Note that any Sublet figures will be included in Labor and the Charge Sales figure is a historical item indicating amount charged at time of posting.
Sales/Receipts Summary – Accounting Report
- A summary of payments whether taken On Invoice, On Account or On Deposit. Report includes Posted Order Sales of Parts, Cores, Labor, Sublet Items, Shop Supplies, Hazardous Materials and taxable items.
- Note that the Totals are based on all invoices posted during selected time range and is NOT an overall summary of your shop’s outstanding balances due.
Cash Receipt – Accounting Report
- Describes “cash” (cash, check, or bank card charge) payments during a specified time period. Receipts are totaled by Invoice, Account, and Deposit.
Cash Receipt By Payment Type – Accounting Report
- Provides the same information as the Cash Receipt report with payments broken down by category or payment method.
Business Summary Report – Management Report
- Provides a single, concise report of key performance indicators for your shop including Gross Sales, Average $ per R.O., Total R.O.’s, Parts & Labor Sales, Parts/Labor Ratio and Technicians Labor to Gross Sales Ratio. This report is often used to determine the efficiency of a shop’s service technicians. Are they billing accurately. Also a nice report to quickly see the dollars being billed out versus being taken in over a specified time period.
Revenue By GL Code – Accounting Report
- Provides a detailed breakdown of all sales revenue by sales revenue by assigned account classes and GL Codes. Note that account classes and GL Codes are part of shop setup.
- If not setup most figures will be displayed as “Unassigned”.
Shop Data Report – Management Report
- Provides a listing of the current shop setup profile.
Tax Paid on PO’s – Accounting Report
- Provides an itemized listing of taxable Purchase Orders. Including P.O. Number, P.O. Date, Vendor, Order Amount, Tax Amount and Total are included.
Tech Commission – Accounting Report
- Provides a listing of all commission details with totals for one or all technicians. Report includes invoice detail.
Tech Commission w/Billed Hours – Accounting Report
- Provides a listing of all commission details with totals for one or all technicians. Report includes billed hours for each Invoice line.
Tech Commission w/YMM – Accounting Report
- Provides a listing of all commission details with totals for one or all technicians including the vehicle information. Report includes invoice detail.
Tech Commission Summary – Accounting Report
- Commission Totals for One or All Technicians (Invoice Detail NOT Included, Parts & Labor Only)
Tech Productivity – Accounting Report
- A comparison of Charged hours vs. Actual and Paid hours to compute Productivity and Efficiency percentages.
Tech Rates – Accounting Report
- A listing of Technician labor rates and commissions on parts, labor, and sublets.
Invoice Profit Summary – Accounting Report
- Total profitability of business based on invoices. Note the commission figures are included in the Cost.
Current Inventory – Inventory Report
- Provides a listing of all active and inactive parts in your inventory. Report includes On Hand Qty, Cost and Pricing figures.
On Hand Inventory Value – Inventory Report
- Provides a listing of On-Hand inventory broken down by Category with Sub-Totals. Also provides a Total Value of all current On-Hand inventory.
Incomplete Inventory Items – Inventory Report
- Provides a listing of all missing inventory items broken down by Category, Vendor or other data. Supports user file maintenance to have complete part records.
Materials Used Summary – Management Report
- Provides the quantity and profitability of each Part List item used whether an inventory or non-inventory item.
Discount Summary – Accounting Report
- Provides a listing of all discounts that have been applied to orders with coupons or manually from the Options menu.
Late Fee Assessment – Accounting Report
- Provides a listing of all Late Fees assessed during a selected time frame (typically per monthly assessment period).

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