The first section groups the sales under the business types A/C Business, Brake Business, Fast Lube Business, General Repair Business, State Inspection, Tire & Alignment Business, Tune Up Business and Unassigned Business Type, with one line per service type inside each and an Unassigned Service Types line for packages with no type. Each line shows the DESCRIPTION, # OF SERVICES (the number of invoices with that work on them), # OF PARTS sold, PART & LABOR AMOUNT AFTER DISCOUNT, PARTS & SMOG CERT COST (what the parts cost the shop, from the stock they were drawn from or the outside purchase recorded in Expenses), GROSS PROFIT (the amount less the cost), GROSS PROFIT PERCENTAGE, % OF GRAND TOTAL SALES, % OF CUSTOMERS (the number of services as a share of the finalized invoices in the range) and AVERAGE $ PER SERVICE (the amount divided by the number of services). Fast Lube Business has an All Oil Change line that sums its oil change service types. Each business type ends with a TOTAL line, and the section ends with GRAND TOTALS. Refunded invoices are left out of these lines when the refund fell inside the range.
The second section lists every service in the store in capitals, such as BRAKES, with a line for each of its packages that was sold in the range, using the same ten columns; here % OF GRAND TOTAL SALES is the package's share of the part and labor dollars of all packages. Each service ends with a SUBTOTAL line and the section with GRAND TOTALS. Packages that were not sold in the range are not listed. The eye icon after a package name opens its calculation (below).
SUMMARY shows the Car Count (finalized invoices in the range), the Ticket Avg (the part and labor dollars of all packages divided by the car count), Email Capture and Email Capture % (the invoices whose customer has an e-mail address on file, as a count and as a share of the car count), Phone Capture and Phone Capture % in the same way, Total OPP (outside part purchases entered in Expenses in the range), Total Shop Paid Out (shop paid-outs in the range) and Avg Service Time in minutes from the invoice timers. The royalties table starts from NET SALES and, under CALCULATION OF SALES SUBJECT TO ROYALTIES, takes TOTAL GROSS SALES and subtracts MINUS SALES TAXES, MINUS FLEET DISCOUNT ROYALTY REPORT (the co-brand or fleet discount given to those customers), MINUS STATE TIRE FEES, MINUS STATE BATTERY FEES, MINUS COST OF SMOG CERTS USED, MINUS COST OF STATE VEHICLE INSPECTION CERT USED, MINUS COST OF BRAKE AND LAMP INSPECTION CERT USED, MINUS COST OF VEHICLE STATE SAFETY INSPECTION CERT USED, MINUS ACTUAL COST OF TOWING BILLED TO CUST, MINUS ACTUAL COST OF RENTAL CAR BILLED TO CUST and MINUS ROAD HAZARD INSURANCE SALES, shows GIFT CERTIFICATE SOLD(INFO PURPOSES ONLY) without subtracting it, and arrives at EQUALS TOTAL SALES SUBJECT TO ROYALTIES AND MARKETING. When invoices were refunded in the range, a red REFUND INVOICES table repeats the same lines for the refunds and a SALES INVOICES NET OF REFUND INVOICES table shows the difference, which is the figure to report.
Download saves the business type, service and royalties tables as they appear on the screen to a file named vital_statistics_report.csv; the SUMMARY table is not included. The Add To Favorites switch beside the heading saves the report under Favorites on the Reports page. Which reports you see depends on your admin group permissions.
