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Report Pro Settings & More...

Re: Report Pro Settings & More...

Postby MRISICH » Fri Feb 01, 2013 9:01 am

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

Postby ARS » Fri Feb 01, 2013 11:23 am

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

Postby MRISICH » Tue Feb 05, 2013 8:52 am

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_QuickPrint_Options.png
Report Pro - Quick Print Options
 
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Re: Report Pro Settings & More...

Postby MRISICH » Mon Feb 18, 2013 8:45 am

New Report for Manager SE:

Report_Pro_Export_Recs_And_SE.png
Report Pro And Export Recomendations
 


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...

Postby MRISICH » Tue Feb 26, 2013 6:57 am

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_EmailSetup.png
Report Pro Email Settings
 
Report_Pro_EmailSetup.png
Report Pro Email Settings
 
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Re: Report Pro Settings & More...

Postby MRISICH » Tue Feb 26, 2013 7:13 am

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_ProfitSummary_ToolsButton.png
Report Pro - Profit Summary Tools Button
 

Then check the part categories you want to remove from the overall report
Report_Pro_ProfitSummary_Without_Cats.png
Report Pro - Profit Summary minus cats
 
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Re: Report Pro Settings & More...

Postby MRISICH » Thu Feb 28, 2013 7:52 am

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?
ProPack_New_Update_Prompt.png
Prop Pack Update Prompt
 
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Re: Report Pro Settings & More...

Postby MRISICH » Wed Mar 06, 2013 8:43 am

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_Top_Parts_Reports.png
Report Pro and Top Items Per Category Reports
 
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Re: Report Pro Settings & More...

Postby MRISICH » Wed Mar 06, 2013 8:49 am

Report Pro, also provides a graphical chart on your customer loyalty
In the Management section simply click on Customer Loyalty
Report_Pro_Customer_Loyalty.png
Report Pro Customer Loyalty
 


Then in the main section of Report Pro; the chart will display
Report_Pro_Chart_Customer_Loyalty.png
Report Pro Customer Loyalty Chart
 
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Re: Report Pro Settings & More...

Postby MRISICH » Thu Mar 07, 2013 12:05 pm

Did you know that Report Pro has a report called Top Vehicles Worked On?
Report_Pro_TopVehiclesWorkedOn.png
Report Pro - Top Vehicles
 

Report_Pro_TopVehicleWorkedOnReport.png
Report Pro - Top Vehicles Worked On Report Count and Dollars
 
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Re: Report Pro Settings & More...

Postby MRISICH » Thu Mar 07, 2013 12:18 pm

Did you know that Report Pro has a detailed WIP Report?
Report_Pro_WIP_Detail.png
Report Pro - WIP
 

Report_Pro_WIP_DetailsReport.png
Report Pro - WIP Details
 
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Re: Report Pro Settings & More...

Postby MRISICH » Thu Mar 07, 2013 12:42 pm

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?
Report_Pro_Manager_BDate_Capture.png
Mitchell Manager Customer BDay Capture
 

Report_Pro_BDate_Report.png
Report Pro - Mitchell Customer Birthday Report
 
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Re: Report Pro Settings & More...

Postby MRISICH » Thu Mar 07, 2013 12:45 pm

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

Postby MRISICH » Fri Mar 08, 2013 5:32 am

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_Unasigned_LineItems.png
Report Pro - Unassigned Line Items
 
Report_Pro_Unasigned_LineItemsReport.png
Report Pro - Unassigned Line Items Report
 
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Re: Report Pro Settings & More...

Postby MRISICH » Fri Mar 08, 2013 5:36 am

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.png
Report Pro - Legacy Layouts
 
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Re: Report Pro Settings & More...

Postby MRISICH » Wed Mar 13, 2013 8:52 am

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_Export_Any_Report.png
Report Pro and File Export
 
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Re: Report Pro Settings & More...

Postby MRISICH » Fri Mar 15, 2013 5:45 am

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_ScanQRCode_ForAppt.png
Report Pro - Scan QR Code
 

Try it with your own phone...
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Re: Report Pro Settings & More...

Postby Pauls Automotive » Fri Mar 15, 2013 8:13 am

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

Postby ricmorin » Fri Mar 15, 2013 10:10 am

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...

Postby Pauls Automotive » Fri Mar 15, 2013 12:25 pm

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