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

All sales report are run from the Sales Reports window. The report criteria changes according to the report selected.

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.

Click the Print button to run the report. The Print Preview window opens.
Print to the screen or a physical printer nearby.

Sales Report Criteria

Enter the following to retrieve the desired data for the report. The available criteria is specific to the report selected.

The following table describes available criteria for sales reports.
Criteria	Description	Applies to the following reports...
Date Range	Specify a date range for each report.	All sales reports
Conditions	You can filter the report by profit center or service writer. All are selected by default. Click the right arrow to expand the dropdown lists and select the center and/or writer. Profit Center - Repair orders assigned to a specific profit center. Service Writer - Repair orders assigned to a specific service writer.	All sales reports
Labor Categories	Click the Select All button to see the labor categories (all are selected by default). Check and uncheck the boxes to choose the categories for the report.	Sales by Technician Sales by Category Comparison Sales by Category Sales by Labor Operation Lost Sales by Category Lost Sales by Technician
Include Charges on Labor Reports	Check to include charge amounts. When unchecked, the following columns show 0.00: Charge Package Discounts Coupon Total	Labor Summary Report Labor Detail Report Labor Reports by Pay Date Sublet Summary Report Sublet Detail Report
Group by Tax ID	When multiple tax IDs are configured, this criterion groups repair orders by Tax ID.	R.O. Sales Ledger
Count Jobs by Category	Check to organize the report by labor category.	Shop Performance Report
Sales Report Options	Click the Sales Report Options button. You can choose to include Package Discounts , Coupons, and Fleet Discounts. You can also choose the label on the Summary Report that appears in the Breakout section.	All sales reports

Sales Reports

Running Reports

Sales Report Criteria

Running Batch Reports

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