Analytics and Reportings

Introduction to Analytics
Introduction to Analytics Overview Table of Contents: Summary Navigating the Reports Filtering Reports Exporting Obtaining Analytics   Summary: An...
Wed, 28 Jun, 2023 at 12:35 PM
Category Summary Report
Row Definitions Reports ⟶ Category Report (view only)     *Note: Manage your categories at Account Settings ⟶ Categories The report displays a summary...
Wed, 3 Jan, 2024 at 8:30 AM
Viewing and Exporting Reports
Table of Contents: Overview Navigation to Exports How to Export Reports Multi-Shop ‘Invoices’ Page View   Overview This article will help explai...
Mon, 7 Oct, 2024 at 11:08 AM
Payment Reporting Definitions
This article helps details the definitions of the values shown within the 'Payments' tab of Reporting.  Payments on ROs The Payments on R...
Thu, 29 Feb, 2024 at 9:04 AM
Payments Report - Cash Drawer Monitoring
A cash drawer monitoring tool is available on the Payments Report tab. There are three sections: Daily Bookkeeping Cash Reconciliation Daily Deposit ...
Thu, 29 Feb, 2024 at 9:03 AM
How to Pay Staff a Flat Rate for Work in Progress
Summary A method on how to pay your technicians for work in progress is provided by using the "reporting" functions. This is not the only method,...
Thu, 4 Apr, 2024 at 12:41 PM
What is the Technician Report in Shop Manager?
The Technician Report, located under the Reports $ tab, provides detailed information about technician performance in the shop. You can view their efficienc...
Mon, 18 Nov, 2024 at 10:02 AM