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 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 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 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 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…
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 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 …
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 supplier balances report
1. Click on **'Reports'** from the menu options down the left hand side of the page and then **'Business Reports'**; ![][1] 2. Click on the blue arrow icon to the far right of the **Supplier Reports** bar to expand the menu; ![][2] 3. Run the **Supplier Balances** report. Select how you would like to filter the re…
