Summit Reports Guide
This report is designed to show the dollar amount of Closed
RO’s and how much remains to be paid. Sales Amount is the
amount of the RO without tax. Total Billed includes tax.
Uses: Closed Date
Uses: Closed Date
This report is a 1 page summary of the 011 report. The report is separated into income categories, page 2 shows the Custom Accounts.
Uses: Closed Date
This report shows how many labor hours were on each RO. The hours are shown per labor type, with a labor grand total for each RO, and a summary at the end.
Uses: Closed Date
Each RO listed shows the Total Billed, amount paid, and balance owed. Total Billed includes tax.
Uses: RO Creation Date
The Total does not include tax. The summary gives the grand total of: total sales, taxable sales, the three tiers of tax, and a grand total of all money billed. The grand total should match the 011 reports Total Billed.
Uses: Closed Date
This report shows the Closed RO’s that had been marked as Total Losses. The total is the amount of the RO that is not considered part of the total loss. (I.e. Tear Down, Towing, ect.)
Uses: Closed Date
This report shows cost on closed RO’s with a scheduled out date in the next calendar month. The cost does not need to be incurred during the current month. This report should be run on the last day of the month. Uses: Scheduled Out Date
Same as report 0200-Accounting WIP Summary, with the difference that each individual RO and cost is displayed.
Uses: Scheduled Out Date
Unlike the Sales Journal, this report is run on Open RO’s. Showing a Sub Total (without tax), and a Grand Total (with tax).
Uses: RO Created Date
This report prints all open RO’s created within the date range, each RO on its own page. The top of the page contains the Cost Summary; the bottom portion contains the Cost Details.
Uses: RO Created Date
In this report, all RO’s that were open during the date range are listed. Costs on each RO are listed by cost center.
Uses: RO Created Date
This report displays the total hours for Body, Paint, Frame, and Mechanical on the RO’s that were open during the date range.
Uses: RO Created Date
Only Open RO’s created within the date range will show on this report. If Business Rule#40 is disabled, then date selection will not affect the report. This report shows the percent of the job that has been completed based on the Timesheets for that job.
Uses: RO Created Date
Similar to report number 0521 - WIP Labor Balance (Actual). This report is based on Flagged Labor
Uses: RO Created Date
Shows open ROs that are not in a WIP production department, and what department they are in.
Displays the current production department of each open RO.
Uses: RO Created Date
Shows current warning flags on open ROs.
Uses: RO Created Date
This report shows all of the open ROs that are marked as Total Loss. If there are still charges on the RO, such as towing, these will show in the Totals column.
Uses: All Current Open Ro's
This report shows all Open RO’s that have had the Delivered Date assigned.
Uses: All Current Open Ro's
Gives a list of dates to use for the Cycle Time Report. Only VALID dates will print. If a date is missing or is invalid from an RO, the RO will NOT print on the report. In addition, data will not show if “Add’l Parts or Labor ENTRY Required” is checked in screen (201) or if Total Loss RO. Uses: Closed Date
Shows ROs that have rental cars assigned. Also shows if the car is late for delivery and by how many days.
Not Date Specific
Shows Logs that were entered within the date range selected. This report lists the production log entries from job notes. The notes contain: when the RO changed departments, the date/time of the entry, and the short notes of the entry.
Uses: Closed Date
This report shows RO’s scheduled-out within the date range selected. Displays RO information, total labor hours, and amount total
Uses: Scheduled Out Date
This report shows RO’s scheduled-out within the date range selected. Compares original promise date (OP) against the scheduled-out date, and shows how many days difference there are.
Uses: Scheduled Out Date
This report shows RO’s scheduled-out within the date range selected. Designed to show the Sublet Items entered for each RO.
Uses: Scheduled Out Date
This report shows the Expected Delivery Date (scheduled out date) versus the Actual Delivery Date. Important Notes will display the warning flags for each RO.
Uses: Scheduled Out Date
This report shows repair orders delivered open or closed within the selected date range.
Uses: Delivered Date
Selects ROs with Target Date changes that happened within date range. Shows, by insurance company, how many changes were made and the reason for it.
Uses: Target Date
Selects ROs with Target Date changes that happened within date range. Shows, by estimator, how many times a reason for the change was used.
Uses: Target Date
This report shows invoices entered within the date range selected. The invoices are listed by vendor. Invoice numbers, RO numbers, Cost Centers, and amounts are all shown. Uses: Invoice Date
This report lists: total number of parts by type, total dollar amount spent on each part type, and an overall percentage based on dollars spent.
Uses: Date Recieved
This report shows parts received after their date due. Separated by vendor, this report displays which parts are late with the number of days late.
Uses: Parts Due Date
This report shows invoices entered within the date range selected. Each Vendor prints on a separate page. Shows invoice#, RO#, Cost Centers, amounts, and any taxes listed.
Uses: Invoice Date
Shows invoices that had taxes on them.
Uses: Invoice Date
This report shows invoices entered within the date range selected. This report is designed to show the List and Cost amount of the part, and the discount percentage received.
Uses: Invoice Date
This report shows all invoices entered before the End Date selected. Shows any Credits that the Vendor still owes the shop. One vendor per page
Uses: Invoice Date
This report shows all invoices entered before the End Date selected. Shows any Credits that the Vendor still owes the shop.
Uses: Invoice Date
Lists reasons for parts returned and how many returns per reason. All vendors are listed separately
Reasons By Vendor
Lists reasons for parts returned and how many returns per reason. All estimators are listed separately.
Reasons By Estimator
This report shows all outstanding IOUs per RO number and what their current status is. IOUs are parts or services the shop owes the customer.
This report shows individual details of costs incurred within the date range specified. One RO per page, starting with the nonROrelated costs. This report includes Open and Closed RO costs.
Uses: Cost Date
Uses: Cost Date
This report shows a summary of costs incurred within the date range specified. On the last page it gives the Total Cost, Total Sales, Gross Profit, and the totals for the individual cost centers. There is also a gross profit percentage that is calculated by averaging each RO’s individual gross profit percentage.
Uses: Closed Date
This is a form for the Technicians to write down time spent on individual ROs.
Uses: None
Uses: None
Time flagged within the date range show on this report. It is sorted by Labor Type and Has totals for hours by labor type, and total dollar amounts. Separated by technician.
Uses: Flagged Date
This report shows Total hours flagged and dollar amounts for each employee within a specified date range. Also contains vehicle data (Color, Year, Model).
Uses: Flagged Date
Same as the Flagged Labor Report 610, but without any dollar amounts. Vehicle info is not included. There is not an overall summary for this report.
Uses: Flagged Date
Only techs assigned to a team will show here. Technicians that are part of the same team will all have the same amount of labor posted.
Uses: Flagged Date
This shows the time an employee has clocked in Summit. Each employee is printed on separate pages, allows you to choose which options are to be included in the report.
Uses: Time Entry Date
This report shows the time that was clocked on the particular day. Each Day having its own page.
Uses: Time Entry Date
Listed by employees, this report shows the total hours a tech was clocked in for. The hours are shown in total amounts, under each labor type, or Cost Center.
Uses: Time Entry Date
Listed by tech, in order by RO, and labor type. Shows how many of those hours were done previously (flags that were done outside of the date range), and how many are current flags (hours flagged within the date range).
Uses: Flagged Date
Each labor type shows how many of the total RO’s had that labor type on them. It also shows the costs and profits for each type with the percentages.
Prints a list of Closed ROs that have an outstanding Balance. Selecting a date Range will not affect this report. This reportalso shows overdue amounts on a 30/60/90-day chart.
Uses: None
Uses: None
Prints a list of closed ROs with a balance due and payments made. At the bottom of the last page is a summary of total billed, paid on account, and balance due.
Prints a list of all payments made during the selected date range with specific data for each payment.
Uses: Payment Made Date
Prints a grand total of all payments received on each estimator’s ROs.
Uses: Payment Made Date
Prints a list of each Insurance company’s RO’s, with a balance due. This report is designed to be run one Insurance Company at a time. At the bottom of the last page is a Please Pay This Amount grand total.
Uses: Payment Made Date
Prints an address list for all ROs created within the selected date range.
Uses: RO Creation Date
Uses: RO Creation Date
This report prints specific RO information used to collect CSI data. Includes the Total Sale for each RO.
Uses: Closed Date
This report displays specific information used to collect CSI data, without dollar amounts.
Uses: Closed Date
This report is the same as the Outsourced CSI 082 report. With the exception that this report is based on Delivered Date rather than the Closed Date.
Uses: Delivered Date
Prints a list of Open and Closed ROs separated by Job/Estimate Source. Each source is printed on its own page. These sources are assigned at the time of conversion from estimate to RO.
Uses: RO Creation Date
Prints a list of combined RO Job/Estimate Sources with totals and grand totals.
Uses: Closed Date
Prints a list of combined RO referral sources with totals and grand totals.
Uses: Closed Date
Prints a list of individual RO's separated by referral sources with totals and grand totals. Each referral source is printed on a separate page
Uses: Closed Date
Same as report above, except this report is run by vehicle Arrival Date rather than RO Close Date.
Uses: Arrival Date
Contains a list of Estimates that were written, but have not yet been converted to an RO. Use this to assist in follow up calls.
Uses: Estimate Creation Date
Prints a list of all Job/History Notes generated by each employee. Each employee’s entries are listed separate from the others, sorted by date.
The Category column is currently used for internal referencing.
Uses: Notes Entry Date
Uses: Notes Entry Date
This report relies on the shop entering 3rd party CSI percentages into the system.
This report shows Income versus Cost, before tax, on each type of Profit/Cost Center. Does not separate Custom Accounts. Includes Total Losses.
Uses: Closed Date
This Report Shows Income versus Cost, before tax, on each type of Profit/Cost Center. Does not separate Custom Accounts. Excludes Total Losses.
Uses: Closed Date
This report can be printed using either Standard or Cost Methods. Standard Method shows the hours assigned to the Primary tech only. Cost Method uses Dynamic Allocation for hours, and does not incorporate any hours assigned.
Uses: Closed Date
This is a summary of report #0920, and can be printed using either Standard or Cost Methods. Standard Method shows the hours assigned to the Primary tech only. Cost Method uses Dynamic Allocation for hours, and does not incorporate any hours assigned.
Uses: Closed Date
This report is for shops that only have flat rate, or commission techs. Each tech has a page. The available hour’s column is always 8. The applied column shows how many hours have been applied to the tech. The Non-RO column shows hours that the tech has worked that don’t belong to an RO. The Unapplied column is the difference between the first three columns.
Uses: Flagged Labor Date
This report is similar to Tech Efficiency 0920, except that the Team report shows the overall efficiency for the entire team. With each Team being separate.
Uses: Closed Date
Shows how many RO’s were closed by each Estimator, within the dates selected. Includes: Sales, Totals, Profits, and Profits %.
Uses: Closed Date
Shows how many RO’s were closed by each Insurance Company, within the dates selected. Includes: Sales, Totals, Profits, and Profits %.
Uses: Closed Date
The purpose of this report is to show how many estimates are being written per Estimator, versus how many of those RO’s are closed, or Sold.
Uses: Estimate Import Date
The purpose of this report is to show how many estimates are being written per Insurance Company, versus how many of those RO’s are closed, or Sold.
Uses: Estimate Import Date
This report is designed to show how many estimates are being written per Estimator versus how many are actually being made into RO’s. Or meaning how many are being converted to Open RO’s.
Uses: Estimate Import Date
This report is designed to show how many estimates are being written per Insurance Company versus how many are actually being made into RO’s. Or meaning how many are being converted to Open RO’s.
Uses: Estimate Import Date
This report searches all open RO’s for lines marked as Shop Pay. The RO#, price, labor, and tech are included. Totals are also provided.
Uses: All Open RO’s
This report searches RO’s closed with-in the date range selected, for lines marked as Shop Pay. The RO#, price, labor, and tech are included. Totals are also provided.
Uses: Closed Date
Prints a list of lost business reasons, number of jobs lost per reason, and sales amount lost per reason. Prints totals summary at bottom of page.
Uses: Closed Date
This report includes ALL techs with hours entered in Time Sheets. Only Time Sheets entered with-in the date range will show, regardless of RO status. (Open or Closed)
Uses: Time Sheet Entry Date
Prints the entire list of Business Rules and their status. The true or false status means whether or not the Business Rule is checked or not.
Uses: NONE
Uses: NONE
Prints a list of individual RO information by insurance company. Each insurance company prints on separate pages.
Uses: Closed Date