At any time you can run a report for any specific date period for jobs that are in your job centre.
This report will show you jobs that have the following statuses
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- Booked in
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- Work in progress
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- Waiting for Parts
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- Completed (invoice not processed)
1. To run the report, click on Reports > Business Reports from the left hand navigation bar in Workshop Software
2. Click on the arrow icon to expand the Workshop Reports section
3. Enter in your begin and end date for the search period you want
4. Click on the Summary toggle to say ‘Yes’
5. Click on green ‘printer’ icon to generate a PDF report (yellow icon allows you to download as a CSV file – this is available for Gold Subscription users)
6. Below is a sample of the information you will see on this report
