Reports

Use RepairCenter reports to compile and review shop information about jobs, productions hours, costs and more. Reports can be filtered to include specific information, viewed, printed, or sent by email.

Reports are grouped into the following categories:

  • General - Basic reports.
  • Jobs - Job-specific reports.
  • Accounting - Accounting reports, including A/P, A/R, and Payroll.
  • Parts - Parts information reports.
  • Production - Track daily production, labor, technician activity, etc.
  • Job Cost - Information on job, labor, parts, and sales costs.
  • Marketing - Used for marketing purposes.
  • Custom - Custom reports are created from the Custom Forms option in the Reports menu.

Reports include additional features that make it easy to generate the reports you use most often (see the topics below for more information):

You can also customize your reports by adding Disclaimer text (see Report Disclaimers).

How to

  1. Click the down arrow on the Reports button, and then click the report group you want to access.





Tip: You can easily access reports with one-click using Report Favorites, Report Default Groups, Report Packs, and Company Profiles

  1. Click a report to select it. The report criteria displays at the bottom of the window.

  2. Use the available filters to modify your report (report filters may vary):

     

    Field Type

    Selection

    Radio ButtonClick a circle to select it. You can select only one circle in each group.
    Check BoxYou can select as many check boxes as appropriate.
    In a text field with an arrow, click the arrow, and then select an option.

 

  1. Click Print Preview to view your report.

Print a job specific report from the Whiteboard. An advantage of starting at the Whiteboard is that you can search for a specific RO. This approach prevents you from scrolling through a long list of Repair Orders from the Lob Listing.

  1. From the Whiteboard, select the Repair Order you want to report on.
  2. Click the arrow under Reports, and then select the report you want to generate.
  1. Click a report to select it. The report criteria displays at the bottom of the window.

  2. Use the available filters to modify your report (report filters may vary):

     

    Field Type

    Selection

    Radio ButtonClick a circle to select it. You can select only one circle in each group.
    Check BoxYou can select as many check boxes as appropriate.
    In a text field with an arrow, click the arrow, and then select an option.
  3. Click Print Preview to view the report.

Tip: If you have already found the report but you didn't select a Repair Order, open the View Job listing at the bottom right of the Reports menus. The list shows Repair Orders based on that date range applied to the Whiteboard.

  1. Run a report.
  2. Click Print. The Print dialog box displays.
  3. Click Print.

Use the View Job Listing feature as a shortcut to print reports directly from the Reports tab without returning to the Whiteboard.

  1. Click the down arrow on the Reports button, and then click the report group that has a Current RO category.



  2. Click View Job Listing. A list of Repair Orders appear at the bottom of the screen.




  3. Click the Repair Order from list.




  4. Click Print or Print Preview to generate the report.
  1. With the report displayed on the screen, click .
  2. In the Print dialog box, in the Select Printer area, click [your printer name], then click Print.
  3. In the Save As dialog box, browse to the desired Save in folder, then enter a File Name.
  4. Click Save.
  5. Create the e-mail and attach the saved report.
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