A/R Charge Report
DESCRIPTION: This report displays the list of charges to the A/R Accounts (Fleets) for all tickets created and checked out during the specified date range.
THE REPORT:
Account Name: A/R Account (Fleet) Name from the Edit Vehicle Screen within Business Operations.
Account Code: A/R Code (Fleet Code) from the Edit Vehicle Screen.
Customer: Customer Name from the Edit Customer Screen.
License: License Plate Number from the Edit Vehicle Screen.
Sale Date: Date the ticket was checked out.
Ticket Number: Unique ticket number.
Charge Amount: The amount charged to the A/R Account (Fleet).
*NOTE: If any portion of the ticket is paid for at the time the ticket was checked out it will not display on this report. These are only for charges to the A/R Account (Fleet).
Credit Card Report
DESCRIPTION: This report displays all Credit Card Transactions during the selected date range and the transaction amount.
THE REPORT:
Date & Time: Date and Time the credit card was processed.
Ticket #: Unique ticket number.
Card Type: Credit card type (American Express, MasterCard, Visa…)
Card #: Last 4 of the credit card number.
Name: Name on the credit card.
Exp: Credit card expiration date.
Auth Code: Authorization Code returned from the credit card processor.
Voided: (Yes or No).
Amount: Amount charged to credit card.
Total Grouped by Card Type:
Total of All Transactions
Total of Sale Transactions
Total of Refund Transactions
Total of Void Transactions
Total Manual Overrides
Total Grouped by Store:
Total of All Transactions
Total of Sale Transactions
Total of Refund Transactions
Total of Void Transactions
Total Manual Overrides
Total Grouped by District:
Total of All Transactions
Total of Sale Transactions
Total of Refund Transactions
Total of Void Transactions
Total Manual Overrides
Total Grouped by Region:
Total of All Transactions
Total of Sale Transactions
Total of Refund Transactions
Total of Void Transactions
Total Manual Overrides
Total Grouped by Chain:
Total of All Transactions
Total of Sale Transactions
Total of Refund Transactions
Total of Void Transactions
Total Manual Overrides
Inventory Analysis Report
DESCRIPTION: This report displays a quick analysis of Inventory Items sold during selected date range vs. the same items still in stock.
THE REPORT:
Item: Inventory Item Code.
Description: Inventory item description.
Sold:
Quantity: Number of items sold.
Unit Cost: Item cost (each).
Total Cost: Quantity X Unit Cost.
On Hand:
Quantity: Number of items currently on hand.
Unit Cost: Item Cost (each).
Total Cost: Quantity X Unit Cost.
Inventory Valuation Summary Report
DESCRIPTION: This report displays the value of inventory by Category.
THE REPORT:
Starting Quantity: Number of items on hand for each Category on first day of specified date range.
Received Quantity: Number of items received for the entire date range.
Sold Quantity: Number of items sold for entire date range.
Adjusted Quantity: Number of items adjusted for entire date range.
End Quantity: Starting + Received – Sold – Adjusted.
Starting Total Cost: Cost of items on hand for each category on first day of specified date range.
Received Total Cost: Cost of items received for entire date ranged.
Sold Total Cost: Cost Of items sold for entire date range.
Adjusted Total Cost: Cost of items adjusted for entire date range.
End Cost: Starting + Received – Sold – Adjusted.
Employee Timecards Report
DESCRIPTION: This report displays Timecard Information by employee.
THE REPORT:
Employee: Employee’s Name.
Week of: First day of the work week.
Store: Store Number.
Clocked In/Clocked Out: The date and time the employee clocked in and clocked Out.
Actual Minutes: Actual hours and minutes the employee worked.
Rounded Minutes: Displays the rounded minutes the employee worked (Setting).
Regular Pay – Hours & Pay: Displays the hours the employee worked and the pay rate.
Special Pay Rate #1 – Hours & Pay: Displays the hours the employee worked during a special day, holiday or overtime and the pay rate.
Special Pay Rate # 2 – Hours & Pay: Displays the hours the employee worked during a special day, holiday or overtime and the pay rate.
Commissions Pay: Amount of Commission paid during that work day.
Total Pay: Total amount of pay earned by the employee.
Week Totals: Totals (hours and pay) for each week.
Report Totals: Totals (hours and pay) for selected date range (more than a week, if selected).
Daily Summary Report
DESCRIPTION: This report displays an overview of the current Daily Sales during selected date range.
Activity:
Number of Tickets: Tickets where Ticket Status = ‘Complete’ or ‘BackOrder’ & Ticket Type is not ‘Quote’ and Ticket is not Voided. Warranty and Top Off Services are Excluded.
Number of Services: Tickets that contain at least one Service with (Increment Car Count =True).
Longest Ticket Time: Maximum number of minutes between the ticket start time and stop time for all ‘Service’ tickets.
Shortest Ticket Time: Minimum number of minutes between the ticket start time and stop time for all ‘Service’ tickets.
Average Ticket Time: Average number of minutes between the ticket start time and stop time for all ‘Service’ tickets.
New Customers: The Number of distinct customer – the number of repeat customers.
Repeat Customers: The Number of customers who have a previous Vehicle History record.
First Ticket Complete: Time the first ticket was Closed.
Last Ticket Complete: Time the last ticket was Closed.
Store Opened: Date and time the store was clocked in (Setting).
Store Closed: Date and time the store was clocked out (Setting).
Sales:
Gross Sales Total (All): Sum of the Gross Price for all tickets minus Gift Certificate Liabilities
Gross Ticket Average (All): Gross Sales Total (All) / Number of Tickets
Net Sales Total (All): Sum of Net Price for All Tickets - Gift Certificate Liabilities
Net Ticket Average (All): Net Sales Total (All) / Number of Tickets
Ticket Total (All): Net Sales Total (All) + Sum of Taxes for All Tickets
Sales Tax Total (All): Sum of Taxes for All Tickets
Highest Ticket Total (All): Maximum (Net Price + Taxes) for all tickets
Gross Sales Total (Services): Sum of Gross Price for all tickets that include a Service (Increment Car Count =True)
Gross Ticket Average (Services): Gross Sales Total (Services) / Number of Services
Net Sale Total (Services): Sum of Net Price for all tickets that include a Service (Increment Car Count =True)
Net Ticket Average (Services): Net Sales Total (Services) / Number of Services
Highest Ticket Total (Services): Maximum (Net Price + Taxes) for all tickets that include a Service (IncrementCar Count = True)
Coupons Total: Sum of TotalCoupons for all tickets.
Discounts Total: Sum of TotalDiscounts for all tickets.
Credit Card Sales Total: Sum of Transaction Net Amount where TransactionCodeType is Credit/Debit
Number of Fleet Vehicles: Count of Tickets where vehicle is associated with a fleet and the Checkout Balance <> 0
Fleet Sales: Sum of (Net Price + Total Taxes) for Fleet Vehicle tickets
Fleet Charges: Sum of the checkout balance for Fleet Vehicles
Cost of Goods Sold: Sum of the cost of all items on the ticket * the quantity of the item
Labor Cost: Employee timecard hours * Employee pay rate
Taxable Sales: Sum of total taxable for all tickets
Nontaxable Sales: Sum of (Net Price minus Total Taxable) for all tickets Gift
Certificates Sold: Sum of ticket item price for Gift Certificates sold
Liabilities:
Gift Certificate Liability Total: Sum of ticket item price for Gift Certificates where the sold Gift Certificate is a liability.
Ticket Payment Report
DESCRIPTION: This report displays the Payment Type and Amount for all tickets during the selected date range.
THE REPORT:
Ticket Section:
Number: Unique Ticket Number.
Date: Date and time ticket was checked out.
Customer: Customer name.
License: License Plate Number from the Edit Vehicle Screen within Business Operations.
Total: Total amount due at checkout.
Payment Transaction Section:
Code: Payment Method Code.
Amount: Payment amount received.
Message: Any errors in the payment transaction.
Completed Total: Total amount of sales from Completed Tickets at Store Level, District Level, Regional Level and within the Chain.
Voided Total: Total amount of Sales from Voided Tickets at Store Level, District Level, Regional Level and within the Chain.
Business Snapshot Report
DESCRIPTION: This report displays a variety of business related information during the selected date range.
THE REPORT:
Sales Information by Record Group:
Quantity: Total number sold.
Average: Amount/Quantity.
Amount: Total dollars sold (Does not include sales tax).
Net Sales: Total dollars of each Record Group.
Taxes: Total taxes for items sold.
Totals: (Profit Center)
Sales Summary by Record Group:
Basic Sales: Total sales for all Record Groups – Add On Record Groups.
Add Ons: Total for all the Add On Record Groups.
Discounts: Total for all the Discount and Coupon Record Groups.
Sales Tax: Total taxes for items sold.
Sales Summary by Profit Center:
Profit Center: Name of the Profit Center.
Amount: Total dollars sold (Does not include sales tax).
Taxes: Total taxes for items sold.
Totals: (Profit Center)
Payment Summary: Summary of payments received during the selected date range broken down by Cash Drawer and Profit Center.
Cash Rec Summary:
Expected: Amount of money expected during reconciliation.
Counted: Amount of money counted during reconciliation.
Difference: Difference in the amount of money expected and counted money.
Deposit Summary:
Cash: Amount of cash deposited.
Check: Amount of checks deposited.
Total: Total amount deposited.
Labor Percentage by Profit Center: (Labor percent is calculated on Net Sales unless specifically stated as Gross Sale.)
Profit Center: Name of the Profit Center.
Labor Hours: Total amount of Labor Hours.
Labor Cost: Total cost for Labor.
**Labor Hours and Labor Cost use Metric Values and will always be in sync.
Net Sales: Total amount of Net Sales from Labor.
Commissions: Total amount of Commission from Labor.
Labor %: Total Percent of Labor.
Ticket Average by Profit Center:
Profit Center: Name of the Profit Center.
Tickets: Total number of tickets Created.
Total Sales: Total amount of Sales.
Ticket Avg: Average Ticket amount.
Sales by Salesperson:
Salesperson: Name of the employee who checked out the ticket.
Tickets: Number of tickets checked out by that employee.
Net Sales: Total amount of Net Sales from tickets.
Payouts and Adjustments:
Voided Tickets:
Fleet Summary:
Fleet: Name of the Fleet customer.
Amount: Amount of money charged by the Fleet Account.
Employee Hours by Employee: (Including Over Time) (**Labor percent is calculated on Net Sales unless specifically stated as Gross Sales.)
Employee: Name of the employee.
Department: Department in which the employee was working.
Regular Hours: Number of regular hours the employee worked.
OT Hours: Number of overtime hours the employee worked.
Total Hours: Total number of hours the employee worked.
Total Cost: Total hours multiplied by employee’s wage.
Hourly Summary:
Count: Total count of tickets per hour.
Net Sales: Total Net Sales.
Labor Hours: Total amount of Labor Hours.
Labor Cost: Total Cost for Labor.
Labor Cost/Count: Average Labor Cost Per Ticket.
Labor Hour/Net Sales:
Weather Summary:
Activity Summary by Profit Center:
Tickets: Total Number of tickets.
Services: Total Number of Services.
Car Washes: Total Number of Car Washes.
Wash Tickets: Total Number of Car Wash tickets.
Business Activity Summary: Store Open and Close Informatio
