Report Pro Settings & More...

Customizable reports & inspections
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MRISICH
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Report Pro Settings & More...

Post by MRISICH »

You're in control when it comes to how you want your invoice to look and feel with Report Pro.

Customize Features of Report Pro:
Invoice Header:
Report Pro - Customize Image1
Report Pro - Customize Image1
RP_Customize1.JPG (35.18 KiB) Viewed 11585 times
Using Microsoft features, you can quickly navigate to any image that you desire to be placed on your invoice as your header. If your image includes the name of your business, you can simply remove the check from the Shop Name check box and that will not display on your invoice.

On a zero balance invoice the software can add a "PAID" stamp to the invoice showing the customer that this has already been paid for.
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Re: Report Pro Settings & More...

Post by MRISICH »

More Customization features for your invoice in Report Pro:
Report Pro - Customize2
Report Pro - Customize2
RP_Customize2.JPG (27.33 KiB) Viewed 11582 times
Add your website above, and turn it into a QR code. Now a smart phone can get right to your intended target. (Are you a Social CRM customer, if so, don't send the customer to your website, send them to your review page and ask them for a review!)
Report Pro - Customize3
Report Pro - Customize3
RP_Customize3.JPG (23.33 KiB) Viewed 11582 times
Using Social Media, these images are not just for additional artwork to be printed on your invoice, rather when you email a copy to your customer they become links, so when your customer clicks on the link they can get right to your Facebook, LinkedIn or other social media page.
Report Pro - Customize4
Report Pro - Customize4
RP_Customize4.JPG (27.83 KiB) Viewed 11582 times
On your invoice, provide your customer with information on what payments you accept. We even allow you to add two additional images, example would be a Tire CC (Goodyear, Firestone) or a Fleet Card, or even good old hard cash!
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Re: Report Pro Settings & More...

Post by ARS »

I was directed to come to come to this blog.... What is reports pro & how do you get it? Does it cost anything?

We are running Manager plus SU 6.4.521. We are looking for a report that has: cost, list, selling price, item count, part # & description in one form. I am having to hand write the missing information to compare items. Having this report would really help. thanks,
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Re: Report Pro Settings & More...

Post by MRISICH »

New Inventory report available for Report Pro:
Requested Inventory Report
Requested Inventory Report
Inventory_Report.jpg (91.72 KiB) Viewed 11530 times
With report pro; we have a rapid development, If it is something that we can add to eliminate some pain that you are experiencing we will do it...
This report is now available for Report Pro, part of the Pro Pack bundle. Contact your Mitchell1 Rep to order...
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Re: Report Pro Settings & More...

Post by MRISICH »

Look and Feel of the user interface for Report Pro:
Report Pro User Interface
Report Pro User Interface
ReportPro_UI.png (85.18 KiB) Viewed 11529 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Customer Duplicate Report:
Report Pro, Customer Duplicate Report
Report Pro, Customer Duplicate Report
ReportPro_UI_Dups.png (33.95 KiB) Viewed 11511 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Report Pro update...

New Tech worksheet features, now the Tech Worksheet includes vehicle recommendations:
RP_TechWorksheet
RP_TechWorksheet
Report_Pro_New_TechWorksheet.png (25.77 KiB) Viewed 11467 times
RP_TechWorksheet_Closeup
RP_TechWorksheet_Closeup
Report_Pro_New_TechWorksheet_Closeup.png (35.4 KiB) Viewed 11467 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Happy New Year!!!

The latest version of Report Pro now offers FIVE new invoice templates; including the pre-printed template.
5 New Invoice Templates
5 New Invoice Templates
Report_Pro_5_New_Invoice_Templates.png (14.02 KiB) Viewed 11428 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Report Pro, latest release include new template (Simple) Sample below...
Report Pro Simple Template
Report Pro Simple Template
Report_Pro_Simple_Layout.png (38.7 KiB) Viewed 11412 times
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Re: Report Pro Settings & More...

Post by MRISICH »

The latest version of Report Pro now includes a common requested item: Watermark image on Invoices
Report Pro and Watermark Option
Report Pro and Watermark Option
Report_Pro_Now_Has_Watermark_Image_Option.png (29.42 KiB) Viewed 11398 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Reminder:

- When you are using the social media icons in Report Pro that they should include the links to your social media connections.
Report Pro Social Media Links
Report Pro Social Media Links
Report_Pro_Social_Media_Settings.PNG (20.08 KiB) Viewed 11383 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Report Pro can print out your technician worksheet to match your on screen color coding.
Report Pro And Tech Worksheet Color Code
Report Pro And Tech Worksheet Color Code
Report_Pro_Customize_Tech_Worksheet.PNG (18.61 KiB) Viewed 11374 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know that Report Pro includes a profit summary report?
However you can remove low margin categories so that the report is more accurate (example remove tires & batteries)
Report Pro and Profit Summary
Report Pro and Profit Summary
Report_Pro_Part_Profit_Summary_Remove.PNG (16.26 KiB) Viewed 11359 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know you can capture all of your customers emails, simply by checking the setting to prompt for email on invoice load in Report Pro?
Report Pro and Capture Customer Emails
Report Pro and Capture Customer Emails
Report_Pro_Capture_All_Emails.PNG (7.78 KiB) Viewed 11352 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Report Pro; technician worksheet now includes QR Codes for the Vehicle and Repair Order
Report Pro and QR Code for VIN and RO Header
Report Pro and QR Code for VIN and RO Header
Report_Pro_Added_QRfor_VIN_ROHeader.png (21.51 KiB) Viewed 11345 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know that with Report Pro's technician worksheet you have options to how the service history displays?
The below image demonstrates how you can configure your settings for your shop.
Report Pro and Customize Vehicle History
Report Pro and Customize Vehicle History
Report_Pro_Customize_Vehicle_History.PNG (15.15 KiB) Viewed 11336 times
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Re: Report Pro Settings & More...

Post by MRISICH »

New feature for Report Pro:
Ever want to print or email all open sub estimates?
Now you can do that with one report
Simply Click On This Report
Report Pro And Print / Email All Sub Estimates
Report Pro And Print / Email All Sub Estimates
Report_Pro_All_SubEstimate_PrintorEmail1.png (1.39 KiB) Viewed 11324 times
Then choose the Sub Estimates to Include
Report Pro And Print / Email All Sub Estimates
Report Pro And Print / Email All Sub Estimates
Report_Pro_All_SubEstimate_PrintorEmail.png (4.23 KiB) Viewed 11324 times
Then Print or Email The Report
Report Pro And Print / Email All Sub Estimates
Report Pro And Print / Email All Sub Estimates
Report_Pro_All_SubEstimate_PrintorEmail2.png (53.96 KiB) Viewed 11324 times
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Re: Report Pro Settings & More...

Post by Pauls Automotive »

You really are doing some awesome stuff with this Report Pro package.
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Re: Report Pro Settings & More...

Post by MRISICH »

Thanks Paul!

Just released this week. Advanced Coupons!
Report Pro Advanced Coujpons
Report Pro Advanced Coujpons
Report_Pro_Advanced_Coupons.PNG (11.13 KiB) Viewed 11297 times
Now when you have a recommendation for this vehicle you can tie a coupon/marketing message specific to that invoce
Just add a recommendation and add a custom coupon for that category and BLAM - it works!
Report Pro Advanced Coupons
Report Pro Advanced Coupons
Report_Pro_Advanced_Coupons2.PNG (22.01 KiB) Viewed 11297 times
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Re: Report Pro Settings & More...

Post by ARS »

Hello- we were working on the recommendation letters we send out every month... because we added the Lube sticker pro from Bolt Net, that automatically put the recommendation for the next oil change, the recommendations have grown tremendously... which is great. But we check each recommendation on the vehicles individually & now we have over 100! So we would like to know if you can develop a report that lets us know of all of the recommendations except the LOF. We send out LOF reminders & texts at a different time. We were wondering if Bolt net or Mitchell has a way to do this. This is how we get there from Mitchell now:
reports--follow up-- recommendation for work- recommend tab --between certain dates--- (then we want to change it so we can check all recommends except LOF.
Right now you can select certain categories but you can not check multiple categories.. or subtract categories.
This would be a great help!!! THanks.
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