SAM · Guide
Choose the right workshop or sales report
EnglishUpdated Sep 13, 2026
Start with the question you want to answer. Reports use different records and dates, so two legitimate reports can show different totals.
Run a report
- Open Reports → All Reports or choose the specific report in the sidebar.
- Select the period and any employee, customer, product or grouping filters provided.
- Review the report's notes and missing-data labels before interpreting the result.
- Use the offered export format if you need to share the same filtered report.
- Daily Job Card — What to use it for: Work listed by job date, vehicle, status and assigned people. What to watch: The separate parts total does not include parts bundled inside packages.
- Mechanic Efficiency — What to use it for: Technician time and performance. What to watch: Check available working hours and the selected period.
- Labour Revenue — What to use it for: Labour contribution by employee or department. What to watch: Shared work is apportioned; missing assignments are disclosed.
- Service-wise — What to use it for: Use and value of labour tasks and packages. What to watch: Based on job activity, not cash receipts.
- Acquisition Source — What to use it for: New customers grouped by how they found the workshop. What to watch: Historical missing sources remain unrecorded rather than guessed.
- Discounts — What to use it for: Discounts represented on issued invoices. What to watch: Read the disclosure about which line discounts are included.
- Stock Movement — What to use it for: Stock changes across products in a period. What to watch: Each quantity has its own product unit.
- Job Profitability — What to use it for: Job selling values and costs. What to watch: Cost and employee-pay access can withhold figures.
- Parts Profitability — What to use it for: Parts selling values and costs. What to watch: Stock shortfalls and estimated costs need review.
What happens next
Use the report to identify records needing investigation, then open the original job, invoice, customer or product. Exporting a report does not change those records.
Troubleshooting
A missing report can be a specific report-permission restriction. Blank or withheld cost is not zero. If totals differ, compare job date, invoice date and payment date, and check whether the report includes drafts, packages or actual money movements.
[Screenshot: All Reports showing operational and financial report choices; avoid real business totals.]