Reports
Reporting set to help you optimize your shop performance
18 articles
- Parts Velocity ReportWhich parts actually move and make money, ranked by how often they sell, with special order parts shown next to stocked ones.
- Inventory Value ReportWhat is sitting on your shelves right now, at cost and at sell price, sliced by category or vendor, with the ability to value the shelf as of an earlier…
- Sales By Representative ReportWhat each rep sold, the margin on it, and whether hours billed matched hours worked, plus how to set up sales reps on staff records and work orders.
- Sales By Customer ReportRevenue per customer over a period, opening up to each vehicle and then each invoice, with labor and parts margin at every level.
- Work In Progress (WIP) ReportEvery open job on the floor and the money tied up in it, split into work already earned and work still to do, with tabs for what is ready to…
- Technician Utilization ReportSee how much of each technician's clocked time went to billable work orders versus internal jobs, with the whole team side by side and a dollar figure on the non…
- Six New Reports: OverviewSix new reports cover technician utilization, work in progress, sales by customer and by representative, inventory value, and parts velocity, all with the same filters, column controls, and exports.
- Timesheet Activities ReportThe Timesheet Activities Report provides a complete, detailed log of all technician time punches within the selected date range.
- Technician Efficiency ReportThe Technician Efficiency Report compares the Tech Hours assigned to each work order line against the hours the technician actually clocked, with Invoiced and Completed views.
- Shop Efficiency ReportThe Shop Efficiency Report provides a shop-wide view of how effectively the business is converting technician time into billable labor.
- Advisor Analysis ReportThe Advisor Analysis Report provides a detailed breakdown of performance for each service advisor's billing efficiency in the shop. This report is one of the most important tools for understanding…
- Sales ReportThe Sales Report gives a shop-wide summary of invoiced revenue, billing efficiency, effective labor rate, and labor and parts totals for any selected date range.
- Sales Tax Collected ReportSales Tax Collected report gives a clear view of taxes collected across paid and partially paid invoices.
- Accounts Receivable ReportsThe A/R Aging Summary report offers a high-level view of total and overdue receivables.
- Account Payable ReportsWe’ve introduced new A/P reports to help you track vendor balances, monitor aging, and review unpaid transactions more efficiently.
- How to troubleshoot issues with manual time adjustments in ShopView Timesheets?
- Time Clock UsageOverview
- How to troubleshoot and correct time tracking issues in ShopView?