Report Pro Settings & More...

Customizable reports & inspections
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Re: Report Pro Settings & More...

Post by MRISICH »

ARS are you running 5.9 or SE?
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Re: Report Pro Settings & More...

Post by ARS »

We are running 6.4.544 SE. Thank you for your interest in this
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Re: Report Pro Settings & More...

Post by MRISICH »

If you do not have your quick print options set, you are wasting valuable time. Under the settings tab in Report Pro, simply click on Quick Print and fill out the screen options.
Report Pro - Quick Print Options
Report Pro - Quick Print Options
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Re: Report Pro Settings & More...

Post by MRISICH »

New Report for Manager SE:
Report Pro And Export Recomendations
Report Pro And Export Recomendations
Report_Pro_Export_Recs_And_SE.png (4.68 KiB) Viewed 9939 times
Just select your date range.
Export the following fields: Company, FirstName, LastName, Address, City, State, Zip, Email, YearMakeModel, Rec Date, Rec Text, Category Description
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Re: Report Pro Settings & More...

Post by MRISICH »

Report Pro Email Settings; simple as 1,2, 3...
Most known email client settings will be automatically filled out for you; then when you pull up an invoice you can simply click the email button and send the invoice directly to your customers inbox. In addition that email address will be captured and stored in your management system database for future use.
Report Pro Email Settings
Report Pro Email Settings
Report_Pro_EmailSetup.png (13.67 KiB) Viewed 9932 times
Report Pro Email Settings
Report Pro Email Settings
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Re: Report Pro Settings & More...

Post by MRISICH »

Profit Summary Report - Did you know you can exclude certain categories in the Report Pro Report?
In the tools section of Report Pro, Click on Customize Parts Profit Button
Report Pro - Profit Summary Tools Button
Report Pro - Profit Summary Tools Button
Report_Pro_ProfitSummary_ToolsButton.png (11.56 KiB) Viewed 9930 times
Then check the part categories you want to remove from the overall report
Report Pro - Profit Summary minus cats
Report Pro - Profit Summary minus cats
Report_Pro_ProfitSummary_Without_Cats.png (11.47 KiB) Viewed 9930 times
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Re: Report Pro Settings & More...

Post by MRISICH »

When you see the following pop up, did you know that it usually takes about 20 seconds for the software to update and have the latest features?
Prop Pack Update Prompt
Prop Pack Update Prompt
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know that Report Pro can generate a set of reports that will tell you the top items (part, labor, sublet) sold by volume by category? This will generate some clear insight on what items are moving through your shop...
Report Pro and Top Items Per Category Reports
Report Pro and Top Items Per Category Reports
Report_Pro_Top_Parts_Reports.png (4.17 KiB) Viewed 9917 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Report Pro, also provides a graphical chart on your customer loyalty
In the Management section simply click on Customer Loyalty
Report Pro Customer Loyalty
Report Pro Customer Loyalty
Report_Pro_Customer_Loyalty.png (4.35 KiB) Viewed 9917 times
Then in the main section of Report Pro; the chart will display
Report Pro Customer Loyalty Chart
Report Pro Customer Loyalty Chart
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know that Report Pro has a report called Top Vehicles Worked On?
Report Pro - Top Vehicles
Report Pro - Top Vehicles
Report_Pro_TopVehiclesWorkedOn.png (4.08 KiB) Viewed 9912 times
Report Pro - Top Vehicles Worked On Report Count and Dollars
Report Pro - Top Vehicles Worked On Report Count and Dollars
Report_Pro_TopVehicleWorkedOnReport.png (16.76 KiB) Viewed 9912 times
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know that Report Pro has a detailed WIP Report?
Report Pro - WIP
Report Pro - WIP
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Report Pro - WIP Details
Report Pro - WIP Details
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know; if you capture your customer birthdates in Manager, you can now run a report in Report Pro to market to those customers?
Mitchell Manager Customer BDay Capture
Mitchell Manager Customer BDay Capture
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Report Pro - Mitchell Customer Birthday Report
Report Pro - Mitchell Customer Birthday Report
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know, in the accounting section of Report Pro; there is a report on vendor profit?
Report Pro - Profits By Vendor
Report Pro - Profits By Vendor
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Re: Report Pro Settings & More...

Post by MRISICH »

Report Pro; has many reports that are "category" centric. Did you know that in Report Pro there is a report that identifies which line items do not have categories assigned to them. This report will help you make sense of your data...
Report Pro - Unassigned Line Items
Report Pro - Unassigned Line Items
Report_Pro_Unasigned_LineItems.png (6.27 KiB) Viewed 9904 times
Report Pro - Unassigned Line Items Report
Report Pro - Unassigned Line Items Report
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know that Report Pro offers 4 invoice template layouts that look like your traditional left side - right side invoice layout?
Report Pro - Legacy Layouts
Report Pro - Legacy Layouts
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know that every report inside of Report Pro can be exported?
Simply choose your report
Then Click the Export button to the file format and destination of your choice.
Report Pro and File Export
Report Pro and File Export
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Re: Report Pro Settings & More...

Post by MRISICH »

Did you know that Toyota invented the QR Code?
Did you know in Report Pro; for recommendations, that if you scan the QR code displayed below it will set the an appointment in your phone device?
Report Pro - Scan QR Code
Report Pro - Scan QR Code
Report_Pro_ScanQRCode_ForAppt.png (7.24 KiB) Viewed 9889 times
Try it with your own phone...
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Re: Report Pro Settings & More...

Post by Pauls Automotive »

Now thats cool. :D
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Re: Report Pro Settings & More...

Post by ricmorin »

Nothing happened when I scanned it. I got some data, but that's it. What app and phone did you use?
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Re: Report Pro Settings & More...

Post by Pauls Automotive »

Ric I have an iPhone 5......I used an app called Redlaser
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