Accounts Aging Reports
Accounts Aging Detail - This report will show the invoices that have been invoiced and have an outstanding balance remaining on them.
Accounts Aging Summary - This report will show the total amount due that an account has for its invoiced jobs.
NOTE These reports generate as of the date you specify in the report filters. For example, if you have a report generated as of 1/1/2020 and a customer made a payment on 1/2/2020, the job and amount will reflect on this report. NOTE Accounts cannot be assigned to specific locations — they are available for all locations to select in a job. Consequently, there is no report that maps accounts to their assigned locations.
Job Reports
Jobs Detail report - This report shows all jobs that were CREATED within the specified date range.
Sales Detail Report - This report shows all jobs that were INVOICED within the specified date range.
Sales by Account Type - This report shows a summary of sales by the Account Type that is specified in the account's configuration
i.e. Insurance Accounts will show on this report in the Insurance Total, and Commercial/Fleet will show in the Commercial/Fleet Total
Sales by Location - This report will show total sales by the Servicing Location assigned to the job.
Sales by Territory - This report will show total sales by territories that are assigned to the servicing location.- Sales by Account Manager Report - This report shows salespeople/account managers, filterable by location/store.
Sales by Referrer Report - This report shows referrers, filterable by location/store.
Locations Export Report - This report lists all locations by market or territory. You can apply a territory filter to generate a report for specific territories or run the report without filters to view all locations, including their assigned territory numbers in the "Territory" column.
Appointment Reports
Daily Appointment Status - This report is a summary of technician appointments for the date range, and their current status.
Schedule - This report shows a list of jobs on the schedule for the date range.
Pick List - This report shows a list of all parts required for jobs scheduled in the date range and the status of each part.
Technician Reports
Technician Commissions - A report that shows labor operations completed by technicians, filtered by invoice date.
**NOTE** If multiple technicians completed appointments, the points value of labor operations is split
Technician Scorecard - A report that shows a technician's productivity, warranties, reschedules, and revenue, and will summarize based on territory.
Technician Productivity - This report shows a view of technician productivity for the date range specified.
Payment Reports
Payments - A detail of payments that occurred within the date range specified.
Payments by Payment Method - This report shows a summary of payments that were made within the date range and includes a detail of those payments as well.
Daily Technician Payments Closeout - This report shows a list of cash and check payments collected by technicians during the dates range set.
OmegaPay Merchant Payout Report - This report shows all transactions leading up to bank transfer of funds from the OmegaPay payment method within the range specified.