Recommended Reports

Create a job list and set Type to Service, then run the list.

▪From the Reports area of the ribbon select the report named Job List – Fault Desc.

This report is good to sit down with the service department to get an update on active jobs.

The same could be performed for Type=Refurb, Type=Consumable etc.

Create a job list and set Type to Service. Go to Advanced List at the bottom left, then select Contract=T&M and run the list.

▪From the Reports area of the ribbon select the report named Job List – Job Labour Analysis

▪From the Reports area of the ribbon select the report named Job List – Job Profit

▪From the Reports area of the ribbon select the report named Job List – Job Profit by Job

Create a job List and set Type to Service, tick only Inv'd, then run the list.

From the Reports area of the ribbon you can select from the following:

Report Name	Explanation
Job List – Machine Response Times	This will produce a report (for Managed Print Services purposes) detailing response times. This report can be further filtered here prior to previewing or printing, filtering to ignore labour and/or using a starting status:
Job List – Meter Charges Report	This will produce a report (for Managed Print Services purposes) detailing meter charges, including reads.
Job List – Meter Reading Report	This will produce a report (for Managed Print Services purposes) detailing current and previous meter reads.
Job List – Meter Reads (XLSX)	This will produce a report (for Managed Print Services purposes) detailing contract, Asset, meter types, meter reads, etc.

Open a contract record.

▪From the Reports area of the ribbon select the report named contract Service History. Select the report named Contract Profit.

Create a contract list and enter a Cust#, then run the list. It is recommended to choose a customer with multiple contracts.

▪From the Reports area of the ribbon select the report named Contract List – Contract Profit.

▪From the Reports area of the ribbon select the report named Contract List – Service History by the Month.

On the ribbon, go to the Management tab, select the following, then run the list:

▪Go to Business Analysis > Profit & Loss tab

▪Go to Business Analysis > Balance Sheet tab

▪Go to Reports >Job Reports > Labour Daily > Select Last Week > Ok. This might be a report to print and discuss with technicians.

▪Go to Reports > Stock Reports > Stock in Advance Liability. Also shows stock invoiced where the purchase order is still sitting on received.

▪Go to Reports > Stock Reports > Stock Profit. Try all the different filters. Suggest By Account Manager with Item = SALE to see salesperson reports

▪Go to Reports > TopX > TopX Customers

▪Go to Reports > TopX > TopX Stock