Reports Overview
Gain insights into your business with ShopTrack's built-in reporting tools. Analyze work orders, track time, and understand financial performance.
Accessing Reports
Navigate to Reports in the main menu to access all reporting features:
reports-dashboard
Available Reports
Work Order Reports
Track work orders by status, type, and time period
Time Reports
Analyze technician hours and productivity
Financial Reports
Revenue, costs, and profitability analysis
Customer Reports
Customer activity and revenue by customer
Common Report Features
Date Range Selection
All reports support flexible date filtering:
- Today
- This Week
- This Month
- This Quarter
- This Year
- Custom Range
Filtering and Sorting
Filter reports by various criteria and sort results by different columns to find the insights you need.
Exporting
Export any report for further analysis:
- PDF - For printing and sharing
- CSV - For spreadsheet analysis
- Excel - For detailed data manipulation
Report Access
Reports are available to Administrators and Managers. Other roles may have limited or no access to reporting features.
Tip: Regular Review
Make it a habit to review key reports weekly or monthly. Understanding trends in work order volume, technician productivity, and revenue helps you make better business decisions.