All reports in Tekmetric are populated once the RO is posted. There are only a few exceptions listed below:
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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.
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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.
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Technician Hours Report - This report is populated based on the configuration of your RO settings located in Shop Settings. You have three options to choose from and this determines when the hours will populate:
- Job Completed - Display technician hours for jobs when the Job is marked complete
- RO Completed - Display technician hours for jobs when the RO is completed.
- RO Posted or Sent to A/R - Display technician hours for jobs when the RO is posted.
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First Time Customer Source - This report is populated based off of a customer having been created with the lead source field filled in.
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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.
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Activity Feed Report (In Shop Dashboard) - This is a live feed/audit log of actions taking place shop-wide.
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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.
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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.