Sales Reports

Reporting module > Sales Reports toolbar button The Sales Reports toolbar button. .

The Sales Reports window showing all sales reports and report criteria.

The video below provides an overview of this functionality (in R.O. Writer 1.31).

Running Reports

Complete these steps:

When the Sales Reports window is open, select the report you want to run in the list.
Choose the Sales Report Criteria in the right column.

The Sales Reports window showing all sales reports and the report criteria circled.

Enter the following to retrieve the desired data for the report.

The following table describes available criteria for sales reports.
Criteria	Description
Date Range	Specify a date range for each report (except for the Committed Parts Report).
Conditions	Profit Center - Repair orders assigned to a specific profit center. Service Writer - Repair orders assigned to a specific service writer.
Labor Categories	When you select one of these reports, click the Select All button under Labor Categories to see the available labor categories. Check and uncheck the boxes to choose the categories for the report. The following reports can be filtered by Labor Categories: Sales by Technician Sales by Category Comparison Sales by Category Sales by Labor Operation Lost Sales by Category Lost Sales by Technician
Group by Tax ID	This option applies only to the R.O. Sales Ledger. When multiple tax IDs are configured, this report groups repair orders by Tax ID.
Include Charges on Labor Reports	When this option is checked, charge amounts are included on the Labor Summary Report and Labor Detail Report Labor Reports by Pay Date Sublet Summary Report Sublet Detail Report When this option is unchecked, the Charge, Package Discounts, Coupon, Total, and % columns show 0.00.

Click the Sales Report Options button to select options for the following reports:

You can select whether or not you want to include Package Discounts , Coupons, and Fleet Discounts on those reports.

The Sales Reports window with the Sales Report Options window over it.

You can also choose the label on the Summary Report that appears in the Breakout section.

You can also print several reports at once by clicking the Batch button. The list of reports appears. The Batch button is disabled.

The list of batch reports.

Uncheck the box of the report to exclude it from the batch run.

When all reports are selected,

Click Print to run the reports.
Click Save to saves the batch report selections. The next time you click the Batch button, the selected reports are selected automatically.