Reports

Use Reports to view data for a wide variety of Mitchell Cloud Glass Reports. You can export report data in XML, CSV, MHTML, Excel, TIFF, and Word formats.

NOTE: If you have licensed Parts Lookup Only, available reports are limited.

Mitchell Cloud Glass (Parts Lookup Only mode) provides the following report:

Mitchell Cloud Glass (full product) provides the following reports:

• Customer Statement

  Use this report to prepare a statement for your customer including paid and unpaid amounts.

  

• Invoice List Report

  Use this report to search for unpaid and paid invoices by invoice and paid date.

  

• Glass Part Sales History

  Use this report to view, search, and export a list of glass part sales historical data.

  

• Part Sales History

  Use this report to view, search, and export a list of part sales historical data including parts other than glass.

  

• In Stock Inventory

  Use this report to view, search, and export a list of stock inventory data including part number, description, qty, and shop name.

  

• Sales Tax Liability Report

  Use this report to view, search, and export a list of tax liability data including the tax name, total sales, labor tax, and tax amount.

  

• Installer Summary Report

  Use this report to view, search, and export a list of installer and data totals for jobs, repairs, costs, including average replacement costs.

  

• Installer Detail Report

  Use this report to view, search, and export a list of installer data by invoice number, completion date, labor totals, and invoice totals.

  

• CSR Summary Report

  Use this report to view CRS Name, Sales, and Total Invoice data.

  

• CSR Detail Report

  Use this report to view CSR detail data including Invoice #, Customer Name, Labor $ Total, Invoice $ Total.

  

• Sales Representative Summary

  Use this report to view, search, and export a summary list of sales representatives including representative name, sales, and total invoices.

  

• Sales Representative Detail

  Use this report to view, search, and export a list of sales representatives data including sales representative, invoice#, customer name, labor total, and invoice total.

  

• Job Scheduling Report

  Use this report to view, search, and export a list of scheduling data by invoice number, installation date, customer name, and location.

  

• EDI Billing

  Use this report to view, search, and export a list of EDI billing data by date, trading partner, invoice, and assignment.

  

• Performance Chart Report

  Use this report to view, search, and export a list of performance summary data by month, total jobs, unpaid and paid invoices, and total revenue.

  

• Shop List

  Use this report to view, search, and export a list of shops and contact information.