Reports & dashboard
Read the whole shop from the records it already keeps
Reports are built from the repairs, sales, stock movements, invoices and payments your team records anyway. Filter them, follow a figure down to the records behind it and export the result.
01What it handles
What you can look at
Eleven report areas, each with the filters that make sense for it.
- 01
Eleven report areas
Service, sales, inventory, invoices, customers, suppliers and finance, among others, each on its own tab.
- 02
Filters that fit the report
Narrow by date range, status, warehouse, technician, customer, supplier, product or category, depending on the area.
- 03
Trends over time
See how a figure moves across the period you pick, not only its total.
- 04
Drill-down
Open a figure to see the records it is made of.
- 05
CSV and XLSX export
Export a report to work on it in a spreadsheet or to hand it to your accountant.
- 06
Dashboard and global search
A dashboard of widgets for the day's numbers, and one search box that finds records across modules.
02How the work flows
From a number to the record behind it
Questions usually start on the dashboard and end on a single record.
- 01
Start on the dashboard
Open repairs, recent records and alerts such as critical stock are on the first screen.
- 02
Open a report area
Pick the area that answers the question: service, sales, stock, invoices, customers, suppliers or finance.
- 03
Filter and drill down
Set the period and filters, then open a figure to see the records it counts.
- 04
Export
Download what you see as CSV or XLSX.
03Closer look
The screen your team opens first
The dashboard puts the day's work and the numbers that need attention on one page.
Today's work at a glance
Search from anywhere
From figure to record
04Works with
What the reports read
See your own numbers laid out in SmartService
Tell us which figures you check every week and we will show you where they live on a demo workspace.