Tudodesk reports explained
Tudodesk reporting is your go-to solution for measuring and understanding the performance of your work orders, estimates, invoices, and more.
Our reporting feature provides a comprehensive breakdown of everything crucial to your business. Whether you use Tudodesk for workshop orders, estimates, billing, or tracking time and costs, we offer pre configured reports that you can tailor to meet your needs.
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Accessing the reporting module
You can access the reports model from the side application menu bar.
Prebuilt Tudodesk reports
The report module provides reports for different areas of your business.
Workshop — See your open work orders and track work orders by technician customer. Monitor and track completed work orders for any given period and time to completion.
Timesheets — See time sheets and time spent by technician, job or allocated time bucket.
Estimates — See open, won and lost estimates —track sales performance by agent and customer.
Billing — Monitor invoices, payments and your revenue performance by agent or customer. Know who has paid and who has not?
Inventory — Monitor stock adjustments and movements by product, job and technician.
Serialized items — Track serialized itemsa nd what is held in stock.
Tasks — Monitor tasks by assigned agents. What is completed and what is not?
Surveys — Monitor and track customer satisfaction.
Customizing reports
When you run any preconfigured report, you can customize both the onscreen output and printed copy. From the side menu in the report generator:
Edit the report title
Choose the table density —this adjusts the padding in your report.
Select the columns that show on your report.
Line item breakdown: Enrich your reports with a comprehensive breakdown of each document, including SKU, Details, Quantity, Net amount, Tax amount, and Total.
Choose if you want to group and on what column.
Select the sortable column and sort the order.
Group summary view —enable this option to view a summarized report.