Section 8:
Reports
Section Contents
Reports Overview PAGEREF _Toc271292126 \h 473
Selecting a Report from the Alphabetic Report List 474
Selecting a Report from the Categorized Reports List 474
Selecting a Report Using the Report Keyword Filter 475
Viewing, Printing, or Sending a Report 475
Average Repair Times and Charges 480
Average Repair Vendor Performance 481
Average Repair Vendor Times and Costs 482
Make and Model Default Estimates 484
Outstanding Deadline Repairs 485
Outstanding Subcontracted Repairs 485
Outstanding Warranty Repairs 486
Repair Completion Statistics 488
Repair Orders Awaiting Arrival or Dispatch 489
Repair Orders Awaiting Estimate 489
Repair Orders Awaiting Parts 489
Repair Orders Awaiting Repair or Repair In Process 490
Repair Orders Refused by Technician 490
Repairs by Repair Vendors that were Re-Repaired 492
Repairs by Technicians that were Re-Repaired 493
Repairs that were Re-Repaired 494
Repeat Repairs by Repair Vendors 496
Repeat Repairs by Technicians 497
Serial Number Notice References 497
Subcontracted Repair Orders Awaiting Estimate 499
Inventory Bar Code Listing 501
Outstanding Backordered Items 504
Outstanding Purchase Orders 505
Purchase Summary by Vendor 508
Serialized Inventory Listing 509
Aged Miscellaneous Receivables 510
Audit Invoice Ledger for Balances 511
Audit Invoice Ledger for Missing Transactions 511
Audit Payment Ledger for Balances 511
Audit Payment Ledger for Missing Transactions 512
Customer Statements (Ledger) 513
Customer Statements (Open Item) 513
Customers Over Their Credit Limit 514
Daily Payment Summary by Entry Date 514
Daily Payment Summary by Transaction Date 515
Miscellaneous Customer Account Balances 516
Payment Summary by Entry Date 518
Payment Summary by Transaction Date 518
Profit Summary by Category 519
Profit Summary by Customer 520
Profit Summary by Repair Vendor 523
Profit Summary by Technician 524
Repeat Miscellaneous Customers 527
Revenue Summary (Open Item) 527
Revenue Summary by Advertising Method 528
Revenue Summary by Category 529
Revenue Summary by Country 531
Revenue Summary by Customer (Ledger) 532
Revenue Summary by Customer (Open Item) 532
Revenue Summary by Fault Code 533
Revenue Summary by Province/State 535
Revenue Summary by Repair Vendor 536
Revenue Summary by Service Code 537
Revenue Summary by Technician 538
Taxes by Province/State (Ledger) 540
Taxes by Province/State (Open Item) 540
Advertising Methods Listing 542
Approval/Refusal Methods Listing 542
Business Locations Address Listing 543
Business Locations Communication Listing 543
Business Locations Configuration Listing 543
Categorized Makes and Models Listing 544
Customer Communication Listing 546
Customer Configuration Listing 546
Makes and Models Bar Code Listing 547
Package Codes Bar Code Listing 548
Serial Number Notices Listing 549
Service Codes Bar Code Listing 549
Vendor Communication Listing 551
Vendor Configuration Listing 552
Adding Fields, Bar Codes, or Graphics to Existing Reports 554
Adding Report Options to Existing Reports 555
Reports in Another Language 555
Reports with Sequential Number Series 555
Reports for Business-Specific Requirements 555
Updating the Database While Printing a Report 555
Customizing Reports Yourself 556
Modifying Existing Reports Yourself 556
Creating New Reports Yourself 556
Updating Custom Reports Yourself After a Version Upgrade 557
Having Reports Customized For You 557
Reports Overview