The End of Day Report displays data that is great to review at the end of each working day, and it also provides meaningful data on the overall status of your shop to be reviewed at any time.

View the End of Day Report

Select the Reports icon from the left-side navigation bar. Select End of Day.

Filters

Select Filters to choose which data is displayed in the summaries.

Invoiced: Displays data from orders converted to an invoice within the date range selected
Service Writers: Displays data from orders assigned to that service writer(s)
Fully Paid: Displays data from orders fully paid within the date range. Partially paid invoices will not be displayed with this filter
Paid Status: Displays data from orders based on the paid status (paid, unpaid, overdue)

End of Day Summaries

The End of Day Report includes several summaries to provide key metrics for understanding shop performance.

Sales Summary

How effectively is your team presenting and closing work? This summary shows the total counts of estimates, invoices, and orders.

Close Rate: How well your shop is converting estimates into fully paid invoices, close rate = (count of paid invoices / count of estimates created) * 100

Performance Summary

How is your shop’s overall performance? This summary shows average sales, average order profit/profit margin, gross sales/profit, total labor cost, and effective labor rate.

Avg. Sales: How much revenue comes in from invoices, avg sales = total sales / total invoices
Avg. Order Profit: How much profit you usually make from invoices, avg order profit = total profit / total invoices
Avg. Order Profit Margin: Percentage of profit from each invoice, (total profit / total sales) * 100
Gross Sales: How much revenue you make for each hour your shop puts in, gross sales = total sales / billed hours
Gross Profit: How much profit you make for each hour your shop puts in, gross profit = total profit / billed hours
Total Labor Cost: total labor cost = labor costs from tracked hours on invoices + general tracked hours within the selected date range
Effective Labor Rate: Calculated rate for the hour listed, effective labor rate = labor dollars on invoices / labor hours on invoices

Order Summary

How much of your invoice totals will result in revenue? This summary totals all invoice revenue for the given date range and shows you a breakdown of line items, fees, discounts, EPA, shop supplies, and taxes. The total at the bottom shows the resulting revenue. This report is a great way to easily view the amount of discounts you’ve given and your tax liability.

Please Note: The Order Summary only totals revenue from invoices. Estimate totals and payments are not included.

Line Item Summary

How profitable are your line items? This summary shows totals for fees, labor, parts, subcontracts, and tires.

Each line item displays data for each of the following categories:

Taxable: Shows the total of taxable revenue (Tax Settings)
Non-Taxable: Shows the total of untaxed revenue
Tax-Exempt: Shows the tax-exempt total of tax-exempt customers
Subtotal: Adds the total of taxable and non-taxable. Any discounts applied to orders will affect these totals
Discounts: Shows the discounted amount for each line item
Total Retail: Sum of the total retail prices of the line items displayed on invoices
Total Cost: Sum of line-item costs (including the part, labor, and tire costs, and 100% of the subcontracts are considered costs; fees don’t apply as costs)
Total Profit: total profit = line item price - line item cost

Payment Summary

What payments should you be expecting in the bank? This summary shows a breakdown of all payments on invoices for the set date range by payment type. This summary also shows the totals for refunds.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!