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Showing articles from reports tag

How to run the Bookings Report

For a list of all bookings in your system you can run a bookings report in Workshop Software. 1. Using the left-hand navigation menu, click on "**Reports**" and then "**Business Reports**" ![][1] 2. Expand the "**Workshop Reports**" by clicking on the arrow located on the far right. ![][2] 3. Scroll down to "**Bo…

How to run an Outstanding Customer Balances report

1. Click on **Reports** > **Business Reports** from the left hand navigation bar in Workshop Software. ![][1] 2. Click on the arrow to expand out the **Customer Reports** section. ![][2] 3. Click on the green printer icon for the Outstanding Customer Balances report, if you want to you can also sort the report by …

How to export Workshop Software reports as a Excel sheet

**Please note:** This function is exclusive on our gold level subscription 1. Click on "**Reports**" on the left hand navigation menu in Workshop Software, then click "**Business Reports**" ![][1] 2. Find the report you want by clicking on the **˅** icon to expand the option. ![][2] 3. Enter in any search paramet…

How to run a Work In Progress Report

At any time you can run a report for any specific date period for jobs that are in your job centre. This report will show you jobs that have the following statuses * Booked in * Work in progress * Waiting for Parts * Completed (invoice not processed) 1. To run the report, click on **Reports > Business Repor…

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