SSRS Report Directory: Customer Reports

The Customer Cost Summary Report provides Unit repair information by customer. Maintenance cost is displayed from a customer’s perspective. For each customer, the data can be grouped by Unit ID, Shop ID, Cost Center, Department, Division, Activity, and Unit Type.

This report will show the Gross Sales and Gross Profit for each customer. The report can be grouped by Unit, Activity, Domicile Shop, Cost Center, Department, Division, Unit Type, Customer/Repair Shop, and Repair Shop/Customer.

This report displays a list of customer invoices. The customer invoices can then be grouped by shop, activity, department, cost center, unit type, or division.

This report displays a list of all of your customers.

This report displays an individual customer. You can see customer contact information, number of units, life to date profit, and other details.

Customer

The report lets you group and sort preventive maintenance (PM) information by customer. It also includes the customer information in the report listing information.

The Customer Unit Component Cost Report provides an analysis of Customer Unit costs based on Component code. The repair cost will be based on the invoices generated for the unit. The unit will be reported by the customer assigned to the unit on the unit master.

The Customer Unit Component Cost Summary Report provides an analysis of Customer Unit costs by Cost Center. This report lets you see the total cost per unit utilization by cost center. The report can be sorted by Cost Center, Labor cost, Part Cost, Services Cost or Total cost.

The Customer Unit Cost of Ownership Report provides a breakdown of Customer Unit costs based on years of service for the Unit. The repair cost will be based on the invoices generated for the unit. The unit will be reported by the customer assigned to the unit on the unit master.

This report displays a summary of units for each customer. The report shows the age of the unit, total utilization, total repair cost, total warranty and total cost. The Customer Unit Life Cycle Cost report can be grouped by shop, activity, department, cost center, division or unit type.

The Customer Unit Reason for Repair Analysis provides a breakdown of Customer Unit costs based on reason for repair for each unit. The repair cost will be based on the invoices generated for the unit. The unit will be reported by the customer assigned to the unit on the unit master.

This report displays all units assigned to a customer. It allows the results to be sorted by activity, domicile, status or unit type.

This report displays an invoice listing. The report will return the following data for each invoice: RO Closed date, Repair Order number, RO Status, Unit number, Unit Service date, Section Component code, Component Description, Activity Type, Labor Amount, Part Amount, Other Amount, Tax and Total.

This report breaks down each part each customer buys by shop. The report will return the following data for each part Customer, Part, Description, Primary Vendor, Usage Quantity, Sell Price, RO Cost, Gross Profit Total and Gross Profit Percentage.

This report will show the sales, cost and gross profit for each customer. The report returns columns for Sales Labor, Sales Parts, Sales Other, Sales Total, Coast Labor, Cost Parts, Cost Other, Cost Total, Gross Profit Labor, Gross Profit Parts, Gross Profit Other, Gross Profit Total and Gross Profit Percent.

This report gives the Repair Invoice Sales totals by Shop, Customer, and Unit Type. This report has two different views, Detail and Summary, which is controlled by the detail parameter. The Detail view will show the individual invoices by shop, customer and unit type. While