Section 8:
Reports

Section Contents

Reports Overview   PAGEREF _Toc186855704 \h 463

Selecting a Report 463

Reports Window  463

Selecting a Report from the Alphabetic Report List 464

Selecting a Report from the Categorized Reports List 464

Selecting a Report Using the Report Keyword Filter 464

Context Reports 464

Viewing, Printing, or Sending a Report 465

Viewing a Report 465

Printing a Report 465

Faxing a Report 466

E-mailing a Report 467

Exporting a Report 468

Repair Reports  469

Abandoned Repair Orders 469

Average Repair Times and Charges 469

Average Repair Vendor Performance  470

Average Repair Vendor Times and Costs 471

Completed Repair Orders 472

Expired Warranty Cards 472

Expiring Warranty Cards 473

Fault Codes Analysis 473

Make and Model Default Estimates 473

Outstanding Deadline Repairs 474

Outstanding Subcontracted Repairs 475

Outstanding Warranty Repairs 476

Part Fault Analysis 476

Repair Completion Statistics 477

Repair Knowledge Base  478

Repair Orders Awaiting Arrival or Dispatch  478

Repair Orders Awaiting Estimate  478

Repair Orders Awaiting Parts 478

Repair Orders Awaiting Repair or Repair In Process 479

Repair Orders Received  479

Repair Orders Refused by Technician  479

Repair Status Listing  479

Repair Status Summary  480

Repair Time Bottlenecks 481

Repairs by Repair Vendors that were Re-Repaired  482

Repairs by Technicians that were Re-Repaired  482

Repairs that were Re-Repaired  483

Repeat Repairs 484

Repeat Repairs by Repair Vendors 485

Repeat Repairs by Technicians 486

Serial Number Notice References 487

Service Codes Analysis 487

Subcontracted Repair Orders Awaiting Estimate  488

Technician Assignments 488

Warranty Cards Listing  489

Warranty Repairs Listing  490

Inventory Reports  491

Inventory Bar Code Listing  491

Inventory Listing  491

Outstanding Backordered Items 492

Outstanding Ordered Items 493

Outstanding Purchase Orders 494

Parts Order Worksheet 494

Parts Usage  495

Purchase Summary by Part 496

Purchase Summary by Vendor 497

Accounting Reports  498

Aged Miscellaneous Receivables 498

Aged Receivables 498

Audit Invoice Ledger for Balances 499

Audit Invoice Ledger for Missing Transactions 499

Audit Payment Ledger for Balances 499

Audit Payment Ledger for Missing Transactions 499

Credit Note Listing  500

Customer Account Balances 500

Customer Statements (Ledger) 501

Customer Statements (Open Item) 501

Customers Over Their Credit Limit 502

Daily Payment Summary by Entry Date  502

Daily Payment Summary by Transaction Date  503

Invoice Ledger Listing  504

Miscellaneous Customer Account Balances 504

Payment Ledger Listing  505

Payment Summary by Entry Date  506

Payment Summary by Transaction Date  506

Prepayment Summary  507

Profit Summary by Category  507

Profit Summary by Customer 508

Profit Summary by Make  510

Profit Summary by Repair Vendor 511

Profit Summary by Technician  512

Repair Invoice Listing  513

Repair Vendor Costs 514

Repeat Miscellaneous Customers 515

Revenue Summary (Ledger) 515

Revenue Summary (Open Item) 515

Revenue Summary by Advertising Method  516

Revenue Summary by Category  517

Revenue Summary by City  518

Revenue Summary by Country  519

Revenue Summary by Customer (Ledger) 520

Revenue Summary by Customer (Open Item) 520

Revenue Summary by Fault Code  521

Revenue Summary by Make  522

Revenue Summary by Province/State  523

Revenue Summary by Repair Vendor 524

Revenue Summary by Service Code  525

Revenue Summary by Technician  526

Sales Invoice Listing  527

Taxes by Province/State (Ledger) 528

Taxes by Province/State (Open Item) 528

Technician Commissions 529

Unapplied Credits 530

Listing Reports  530

Advertising Methods Listing  530

Approval/Refusal Methods Listing  530

Business Locations Address Listing  531

Business Locations Communication Listing  531

Business Locations Configuration Listing  531

Categories Listing  532

Categorized Makes and Models Listing  532

Conditions Listing  532

Custom Captions Listing  532

Customer Address Listing  533

Customer Bar Code Listing  533

Customer Communication Listing  534

Customer Configuration Listing  534

Customer Contacts Listing  534

Fault Codes Listing  535

Makes and Models Bar Code Listing  535

Makes and Models Listing  536

Makes Bar Code Listing  536

Makes Listing  536

Package Codes Bar Code Listing  536

Package Codes Listing  536

Serial Number Notices Listing  537

Service Codes Bar Code Listing  537

Service Codes Listing  538

Shipping Methods Listing  538

Technicians Listing  538

Vendor Address Listing  538

Vendor Bar Code Listing  539

Vendor Communication Listing  539

Vendor Configuration Listing  540

Vendor Contacts Listing  540

Warranty Plans Listing  541

Security Reports  541

User Security  541

Users Listing  541

Custom Reports  542

Custom Reports Overview  542

Letterhead on Reports 542

Adding Fields, Bar Codes, or Graphics to Existing Reports 542

Adding Report Options 543

Reports in Another Language  543

Reports for Business-Specific Requirements 543

Standard Report Options 543

Customizing Reports Yourself 544

Modifying Existing Reports Yourself 544

Creating New Reports Yourself 544

Having Reports Customized For You  545

 

More:

Reports Overview

Selecting a Report

Viewing, Printing, or Sending a Report

Repair Reports

Inventory Reports

Accounting Reports

Listing Reports

Security Reports

Custom Reports