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Showing articles from report tag

How to run a rego renewal due report

1. Click on '**Reports**' in the left hand navigation bar in Workshop Software, then click on '**Business Reports**' ![][1] 2. Scroll down to '**Workshop Reports**' click on the arrow to expand the reports options available to you. ![][2] 3. Scroll down to the "Rego Renewal Due" report and enter in the date period…

How to run a Stock Status Report

This report requires a due date has been entered for each product on a stock order. To enter a due date for each product on a stock order please see our guide: [**How to track stock orders in Workshop Software**][1] 1. Click on '**Reports**' on the left hand navigation menu in Workshop Software, then click on '**Busi…

How to run a report to get a full list of your customers

You are able to generate a list of your customers in Workshop Software and can choose to show it in order by contact name, customer name, state or suburb. The report will show you the customer name and address, contact name, mobile number and email address. 1. Click on **'Reports'** from the menu options on the left …

How to check an invoice/payment sync status

This guide shows how to check that an invoice/payment has synced over to the accounting software that is integrated with your Workshop Software account. 1. Navigate to **Reports -> Business Reports -> Log Reports** ![][1] ![][2] 2. Under **Invoice/Payment Status**, select whether the transaction is a **Customer In…

How to run the SMS log report

This report will allow you to see all SMS's that were sent from Workshop Software. The information the report will provide are: * Phone number SMS was sent to * Which user (login) sent the SMS, if it is an automated SMS then it will say the user is **'system'** * Message sent * Date it was sent 1. To run th…

How to check if a mechanic is clocked on to a job

If you wanted to know which mechanics are clocked on to jobs currently, you can run the **Mechanic Clocked On** report in Workshop Software. 1. Click on **'Report'** from the left hand navigation menu, the select **'Business Reports'** ![][1] 2. Scroll down to the **'Mechanic Reports** section, click on the arrow t…

How to run a sales breakup report

A Sales Breakup is a more detailed version of the Sales Report and shows the individual product items on an invoice grouped by product type (consumable, stock, labour, sublet, accessories or tyres) and will show; * Invoice number * Date * Item Code * Description * Type - Invoice or credit * Customer * R…

How to run a follow up report

The follow up report is a list of any follow up notes you have entered using the **Follow Up Date** field when creating a customer invoice. he report shows the; * Invoice number the note was created against * Follow-up Date * Customer Name * Description of original invoice * Follow up note entered 1. To r…

Why is my mechanic performance report missing information or is blank

The purpose of this article is to explain why your Mechanic Performance Report is either blank or has missing mechanics. The cause of this issue is not having a cost applied to your mechanic(s). 1. Click on **Employees** on the left hand navigation menu in Workshop Software 2. Then click on **'Mechanics'** ![][1] …

How to run a sales by payment method report

The Sales by Payment Methods report provides a list of all payments taken within a date range, grouped by the method of payment. The report shows the invoice number, payment date, customer name and payment amount. 1. To run the report, click on **'Reports'** from the menu options on the left hand side and then click …

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