Minding The Store Even Remotely: Using Manager SE Shop Reports
March 21, 2022 by Tim McDonnell
Shop owners or managers want to track how things are going back at the shop while they are away. They need to view reports from wherever they happen to be. With the new online Shop Reports feature in Manager SE shop management system, now they can!
Online Shop Reports provide the ability to view selected Manager SE reports remotely, wherever the internet and a browser are available to use. This new feature is free of charge with Manager SE / ProDemand (Teamworks) subscriptions. You can access it by logging into ProDemand and selecting the new Shop Reports module that has been added to the home screen.
NOTE: If you do not see a Shop Reports module on your home screen, it means that this feature has not yet been added to your account. If you prefer not to wait for your account to be updated for this, please contact our technical support team (888-724-6742 – select prompt 3) and let us help you. Once Shop Reports are enabled, users may log in and select a report from any of the three categories provided. We’ve selected reports from the Accounting, Inventory and Management categories as most likely to be accessed when the owner or manager is away from the shop – see below for the specific reports available.
Accounting Reports
- Cash Receipts by Payment type
- Category Profit Summary
- Deleted Orders
- Deleted Payments
- Discount Summary
- Invoice Profit Summary
- Sales Receipts Summary
- Sales Summary by Service Advisor
- Service Advisor Posted Orders
- Technician Commission
- Technician Pay Hours
Inventory Reports
- Inventory Part Sales
- Inventory Price Deviation
- Inventory Returns
- Low Inventory by Vendor
- Manual Quantity Update
- Purchase Orders – Outstanding
- Stock Items on Order
- Zero Stocking Level Sales
Management Reports
- Business Summary
- Current Technician Assignment
- Work In Progress
Click on the report and then make employee, category and/or date range selections as appropriate. In a few seconds, the report will be displayed in your browser.
Look for trends or specifics as you like. Shop activity such as changing document status or posting of an Invoice will be reflected in the Shop Reports remote viewing just a few minutes later.
This report access is protected by a separate password function that doesn’t interfere with your shop’s existing security setting (Reports – Print) that controls local full reports access. (Detailed in Shop Reports Configuration video below)
Two videos are available; the first is a quick demo and the other explains basic requirements and security configuration.
Shop Reports Configuration (4 min):
Shop Reports Demo (2 min):
Shop Reports is another new Manager SE feature made possible by SE Connection and our hybrid cloud shop management strategy!
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About the Author
Tim McDonnell
Tim McDonnell first joined Mitchell 1 in 1985 and is a senior product marketing manager for Manager SE. He has experience with various Mitchell 1 products and is the company’s primary media developer for product training assets and a subject matter expert in shop management software and other Mitchell 1 products. He also served as the Vice-Chair of the AMI Board of Trustees from 2009-2015. He is also the “voice of Mitchell 1” – you’ll hear him on the recorded message when you call the Mitchell 1 office.
2022 Owned and Managed by John Lopez - Mitchell 1 Independent Sales Representative - (504) 289-0953 - john.lopez@mitchell1repair.com