Workorder Reports

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Workorder Reports

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


Report Overview

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.


Running Reports

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:

•Print

•Preview

•Alternate printer

•Email

•Fax


Printer Selection Options

When printing a report, MLS 2026 provides several output options.

Default Printer

Uses the default Windows printer assigned to the workstation.

Alternate Printer

Allows selection of:

•Different printers

•Fax devices

•Multiple copy counts

View

Displays the report on screen before printing.

Print

Sends the report directly to the printer.

Cancel

Aborts the printing process.


Emailing Reports

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


Faxing Reports

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.


Printing Multiple Copies

When using:

•Alternate Printer

Windows printer controls allow:

•Multiple copies

•Duplex printing

•Alternate paper trays

•Other printer features


Aborting A Report

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.


Daily Receipts Report

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


Daily Drawer Summary

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


Credit Card Report

Displays:

•Accepted transactions

•Declined transactions

•Credits/refunds

for a selected date range.

Totals are grouped by:

•Card type

•Transaction type


Parts Sales Report

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.


Labor Sales Report

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


Sales Journal

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


Active Workorders Report

Displays all:

•Open workorders

This report is commonly used:

•At opening

•At closing

•During workflow review


Completed Workorders Report

Lists workorders marked:

•Finished

before Daily Closing transfers them to history.

This provides:

•Final review opportunity

•Verification of completed work


Job Costing Summary

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


Individual Cost Of Services

Shows:

•Total service costs for an individual vehicle or unit

This helps determine:

•Lifetime maintenance cost

•Repair trends

•Replacement viability


Services By Labor Code

Summarizes labor profitability by:

•Glossary code

This report helps establish:

•Proper labor pricing

•Real-world profitability

•Service efficiency


Recommended Services Summary

Lists:

•Client recommendations

•Contact information

•Suggested services

Useful for:

•Appointment follow up

•Service reminders

•Marketing calls


Service Writer Summary

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


Sublet Services Journal

Tracks:

•Vendor supplied services

•Costs

•Charges

•Profitability

Useful for:

•Vendor evaluation

•Negotiating pricing

•Monitoring outsourcing profitability


Department Summary

Summarizes sales by:

•Department code

Provides:

•Income analysis

•Department profitability

•Operational breakdowns


Follow Up Report

Used for:

•Customer satisfaction callbacks

Typically generated:

•24 to 48 hours after service

This report helps improve:

•Customer retention

•Public relations

•Problem resolution


Revisions Report

Lists:

•Estimate revisions

•Employees making revisions

•Additional charges

Useful for:

•Upsale tracking

•Performance analysis

•Commission programs


SW Average Report

Displays:

•Average invoice totals by Service Writer

Useful for:

•Comparing performance

•Training evaluation

•Compensation review


Marketing Report

Provides:

•Customer follow up information

•Service history references

•Survey assistance

Often used by:

•Marketing departments

•Customer satisfaction services


Sales Tax Report

Provides:

•Taxable totals

•Tax collected

•Tax rates used

This report is essential for:

•Tax reporting

•Government filings

•Accounting review


Deposits Report

Lists:

•All deposits received

for a selected date range.


Ratings Report

Summarizes:

•Client Rating Codes

•Workorder counts

•Income totals

Useful for:

•Advertising analysis

•Referral evaluation

•Marketing performance


Audit Report

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.


Labor Audit Report

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.


Productivity Report

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


Final Thoughts

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.