Reporting & Company Settings

Understand the data shown on your reports, as well as some key company settings available to you.

Travis Brown avatar Garrett G avatar Zack Buffum avatar +1
23 articles in this collection
Written by Travis Brown, Garrett G, Zack Buffum and 1 other
Reporting

How do I run reports for my shop?

Learn how to run reports, export to XLSX, search, filter and read to find what you need
Garrett G avatar
Written by Garrett G
Updated over a week ago

How do I use the Referral Summary?

This report breaks down the payments made by their referral source.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated this week

What are Shop Performance Reports?

These reports provide insight into your shop's profitability. The information in these reports comes from orders with a status of Invoice.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated this week

What are the Commission reports?

Find out your employee commissions at a glance with totals and rates displayed.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated this week

What are the Technician Reports?

Technician Reports show their recorded time logs, assigned services, labor cost, efficiency, and more.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

What are the Parts & Line Items Sold reports?

Find information about line items, see them grouped by categories, and find totals for taxable items in these reports.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

What are the Estimates & Invoices reports?

Get a comprehensive view of all work orders, view data on estimates, view paid invoices, and more.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

What are the Payment reports?

Check out your payments, what’s the most common payment type, who’s paying you the most, and when your payments were deposited.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated this week

How do I use the End of Day Report

A snapshot of key performance metrics and payments to help you keep a pulse on how money is flowing through your business every day.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I use the Sales Summary Report?

This report is a snapshot of your sales that shows breakdowns and percentages so you can get a pulse of how your shop is doing.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I track employee commissions?

Set user commission percentages on parts, labor or tires and run reports for accurate payroll.
Zack Buffum avatar
Written by Zack Buffum
Updated over a week ago

How does the Dashboard work?

View your business at a glance with a simple overview of key areas
Travis Brown avatar
Written by Travis Brown
Updated over a week ago