All reports in Tekmetric are populated once the RO is posted. There are only a few exceptions listed below:
- Real-Time Reports - The most common use of this is the "Job board + Posted" option which is essentially showing all ROs that were posted in the selected time period PLUS everything that is currently on the Active Job Board. If I have the date range selected for "Last Week", that will show me ROs posted last week + what is on my active job board. The caveat to Real-time reports is that they do not always include the RO level fees or discounts because they are meant as a workflow tool instead of a formal financial reporting tool.
- Payment Details Report - This report is not populated on the post date, rather the date the transaction actually occurred on. When you take payment, there is a calendar icon defaulted to the current date. You can use this calendar icon to change the date you want a payment transaction recorded on.
- Technician Hours Report - This report is populated only after the green "Complete Work" button is selected in the bottom right corner of the Work-in-progress tab of the RO. Checking the check boxes next to each labor line does not populate this report.
- First Time Customer Source - This report is populated based off of a customer having been created with the lead source field filled in.
- Accounts Payable - This is populated at the time an order is placed with a vendor. If the order was placed with a "cash" payment option, then Accounts Payable will not be populated.
- Activity Feed Report (in Shop Dashboard)- This is a live feed / audit log of actions taking place shop-wide.
- Hacker Tracker - This report is generated on the date of approval which drives if that RO shows up in this report. Click here for more details on the Hacker Tracker
- Sending an RO to Accounts Receivable Sending an RO to Accounts Receivable is the same as posting it in terms of reporting. Both Sending to A/R and posting are counting the RO sale as "earned" and thus populate the End of Day, Sales, Profit and other financial reports.
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