Running a Daily Summary
The Daily Summary is a snapshot of all open and finalized repair orders for the current day.
Accessing the Daily Summary
To access the Daily Summary:
- Click the Daily Summary button in the main toolbar .
- Click the Quick Functions menu > Daily Summary.
- Press the F7 key.
The Daily Summary window opens. Repair orders are listed by Status.
Subtotals
Subtotals |
Includes |
---|---|
Open Repair Order |
All open repair orders. These are all the repair orders on the Work in Progress (WIP) Window. |
Finalized Repair Orders |
All closed repair orders (where payment has been received). These repair orders do NOT appear on the Work in Progress (WIP) Window. |
All Repair Orders |
All repair orders at the time the summary is run. This number is calculated by adding all open and closed repair orders. |
Printing the Daily Summary
Click the Print button to print the Daily Summary.