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MLS 2026 includes a comprehensive reporting system designed to help management monitor:
•Daily operations
•Sales performance
•Technician productivity
•Profitability
•Accounting activity
•Client follow up
•Employee accountability
•Marketing effectiveness
The reporting system transforms the information entered on workorders into meaningful business analysis. Because MLS 2026 is an “Enter Once, Apply Universally” system, every properly written workorder contributes to:
•Accounting
•Inventory tracking
•Payroll
•Service history
•Productivity reporting
•Marketing analysis
Different businesses require different types of information. Some shops focus heavily on:
•Productivity
•Parts movement
•Technician performance
•Accounting
•Marketing
•Follow up
Others may require custom reporting specific to their operations.
For this reason, MLS 2026 supports:
•Standard built-in reports
•Custom reporting systems
•External report generators such as Crystal Reports
The included reports provide all essential operational and accounting information for most service facilities.
Reports are organized within their related program sections:
•Workorders
•Inventory
•Clients
•Accounting
•Payroll
•Glossaries
To access reports:
1.Open the desired processing area
2.Click the:
oPrinter icon
3.Select the desired report from the dropdown menu
Most reports will request:
•Date ranges
•Workorder selections
•Technician selections
•Other filtering information
Once selections are made, the system will prompt for:
•Preview
•Alternate printer
•Fax
When printing a report, MLS 2026 provides several output options.
Uses the default Windows printer assigned to the workstation.
Allows selection of:
•Different printers
•Fax devices
•Multiple copy counts
Displays the report on screen before printing.
Sends the report directly to the printer.
Aborts the printing process.
Any report that can be printed may also be:
•Converted to PDF
•Attached to an email automatically
This is especially useful for:
•Older invoices
•Client copies
•Accounting summaries
•Remote communications
To email a report:
1.Select:
oView
2.When the preview appears:
oClick the @ icon
3.Enter:
oEmail address
oSubject
oNotes
4.Select:
oSend
MLS 2026 will automatically:
•Generate the PDF
•Attach it
•Send the email
Reports may also be sent to fax software installed in Windows.
To fax:
1.Select:
oAlternate Printer
2.Choose the fax device
3.Enter:
oFax number
oRecipient information
Windows will then process the fax transmission.
When using:
•Alternate Printer
Windows printer controls allow:
•Multiple copies
•Duplex printing
•Alternate paper trays
•Other printer features
To stop a report while printing:
•Hold down the ESC key
Because modern printers buffer large amounts of data, it may sometimes also be necessary to:
•Turn the printer power off
•Then back on
to fully stop printing.
The Daily Receipts report is one of the most important reports in MLS 2026.
It summarizes:
•Parts sales
•Labor sales
•Sublet sales
•Shop supplies
•Environmental fees
•Sales tax
•Payment methods
The report internally audits totals and warns if:
•Totals are out of balance
•Discrepancies exist
Always review this report before:
•Running Daily Closing
This report should typically be run:
•Midday
•End of day
•Before closing
This report details:
•Checks received
•Credit card receipts
•Deposits
•Accounts receivable postings
•Paid out cash
•Daily drawer totals
It is extremely valuable for:
•Bank deposits
•Cash balancing
•Daily accounting verification
The report should be:
•Printed daily
•Retained for audit purposes
Displays:
•Accepted transactions
•Declined transactions
•Credits/refunds
for a selected date range.
Totals are grouped by:
•Card type
•Transaction type
Summarizes:
•Parts sold
•Quantities
•Earnings
•Fast moving items
This report helps management:
•Analyze inventory movement
•Establish stocking levels
•Identify special-order items that should become stocked inventory
Non-stock items are marked with:
•*
Monthly retention of this report is recommended.
Provides technician productivity information including:
•Labor codes
•Workorders
•Charges
•Units
•Costs
•Totals
Separate pages are generated for each technician.
This report is valuable for:
•Payroll
•Productivity analysis
•Technician evaluation
•Bonus calculations
The Sales Journal is the primary accounting report for workorders.
It provides:
•Financial summaries
•Invoice detail
•Taxable and non-taxable totals
•Payment breakdowns
•Workorder accounting detail
This report should be:
•Printed regularly
•Permanently retained
Many accountants use this report directly for:
•Financial auditing
•Bookkeeping
•Ledger preparation
Displays all:
•Open workorders
This report is commonly used:
•At opening
•At closing
•During workflow review
Lists workorders marked:
•Finished
before Daily Closing transfers them to history.
This provides:
•Final review opportunity
•Verification of completed work
Analyzes profitability by:
•Parts
•Labor
•Sublets
Shows:
•Cost
•Charge
•Margin
•Profit percentage
This report is essential for:
•Pricing analysis
•Profit review
•Operational evaluation
Low-margin jobs should be reviewed carefully to determine:
•Pricing concerns
•Labor overruns
•Diagnostic inefficiencies
Shows:
•Total service costs for an individual vehicle or unit
This helps determine:
•Lifetime maintenance cost
•Repair trends
•Replacement viability
Summarizes labor profitability by:
•Glossary code
This report helps establish:
•Proper labor pricing
•Real-world profitability
•Service efficiency
Lists:
•Client recommendations
•Contact information
•Suggested services
Useful for:
•Appointment follow up
•Service reminders
•Marketing calls
Provides production analysis for:
•Individual service writers
Shows:
•Parts sales
•Labor sales
•Sublet sales
•Total workorders handled
Often used for:
•Commissions
•Performance evaluation
•Compensation review
Tracks:
•Vendor supplied services
•Costs
•Charges
•Profitability
Useful for:
•Vendor evaluation
•Negotiating pricing
•Monitoring outsourcing profitability
Summarizes sales by:
•Department code
Provides:
•Income analysis
•Department profitability
•Operational breakdowns
Used for:
•Customer satisfaction callbacks
Typically generated:
•24 to 48 hours after service
This report helps improve:
•Customer retention
•Public relations
•Problem resolution
Lists:
•Estimate revisions
•Employees making revisions
•Additional charges
Useful for:
•Upsale tracking
•Performance analysis
•Commission programs
Displays:
•Average invoice totals by Service Writer
Useful for:
•Comparing performance
•Training evaluation
•Compensation review
Provides:
•Customer follow up information
•Service history references
•Survey assistance
Often used by:
•Marketing departments
•Customer satisfaction services
Provides:
•Taxable totals
•Tax collected
•Tax rates used
This report is essential for:
•Tax reporting
•Government filings
•Accounting review
Lists:
•All deposits received
for a selected date range.
Summarizes:
•Client Rating Codes
•Workorder counts
•Income totals
Useful for:
•Advertising analysis
•Referral evaluation
•Marketing performance
The Audit Report is one of the most powerful management tools in MLS 2026.
It tracks:
•Changes to workorder totals
•Workstation activity
•Increases and decreases
•Parts and labor adjustments
This report is extremely valuable for:
•Preventing employee theft
•Monitoring unusual activity
•Internal auditing
Unexpected decreases to totals should always be reviewed carefully.
Many companies routinely review:
•All downward total adjustments
as part of management oversight.
Tracks:
•All labor changes
•Technician assignments
•Deleted entries
•Modified entries
Negative entries generally indicate:
•Corrections
•Reassignments
•Deleted labor records
This report provides a complete labor history for the selected workorder.
Provides summary statistics including:
•Job count
•Income totals
•Lost revenue
•Audit discrepancies
•Conversion rates
This report helps management evaluate:
•Overall shop performance
•Operational efficiency
•Revenue opportunities
•Workflow effectiveness
The reporting system in MLS 2026 is far more than a collection of printouts.
It is a complete business analysis system designed to help management:
•Improve profitability
•Monitor operations
•Protect against losses
•Increase customer retention
•Make informed decisions
Proper use of these reports transforms raw workorder data into actionable management information that strengthens the entire operation.