Reports

The Reports page answers “how is the shop doing” for a chosen period: revenue, cash collected, unpaid balance, parts margin, and each technician’s billed work, all computed from your finished invoices. Technicians get their own My performance page with the same kind of numbers, scoped to their own work only.

Role note: Reports is Owner-only — it carries whole-shop revenue and per-technician earnings. Advisors do not see the page at all. Technicians get My performance instead, covered at the end of this article.

Choosing a range

1. Click Reports in the sidebar.
2. Pick a range from the pills at the top: Today, Yesterday, This week, This month, Last month, or Last 90 days. The page opens on This month.
3. Read the line under the heading — it spells out the exact dates the range covers (“Aug 1 – Aug 13, 2026 · month to date”), so there is no guessing what a pill means.

Days, weeks, and months start at midnight in your shop’s time zone — not the time zone of whichever device you happen to be reading from. The zone is set in Settings, under Shop details → Time zone.

Note: Today and Yesterday replace the revenue chart with that day’s invoice list. A single day has no trend to draw, so the page shows you the rows themselves instead.

What the numbers mean

The summary for a month. ① Revenue — the work you billed. ② Collected — the cash that actually came in. They measure different things, on purpose.

Everything in the top band follows the selected range:

• Revenue — the total of every invoice generated in the range. An invoice counts on the day you generate it, and voided invoices never count — if you reopen a repair order and invoice it again, it counts once, under the new invoice’s date. The change chip compares against the equivalent preceding window (“vs. Jul 19 – 31”) and only appears when that window had revenue to compare against.
• Invoices — how many invoices the range produced, with the average invoice value underneath. This cell is a button — click it to see the rows behind the count.
• Parts margin — parts revenue minus parts cost, using the costs on record when each invoice was generated. The line underneath says what share of your parts revenue the figure actually covers: parts with no recorded cost are left out rather than guessed at, a dash means the range had no parts revenue, and a below-cost sale prints its minus sign. Costs come from receiving in Inventory.
• Labor billed — total labor dollars and hours across the range’s invoices.
• Collected — cash received in the range: payments and deposits on the day they arrived, minus any refunds recorded in the range. A deposit counts the day it was taken, not again when it is later applied to an invoice.

Below the band, the Revenue trend chart plots the range by day (for This week) or by week (for the longer ranges). Point at a dot for its exact figure.

Note: Collected and Revenue will rarely match, and that is not an error. Revenue counts what you billed; Collected counts what arrived. An invoice generated today and paid next week lands in today’s revenue and next week’s collected — and a day with more refunds than intake shows a negative Collected figure, which is the honest number.

Unpaid balance

The strip at the bottom works differently from everything above it: Unpaid balance totals every invoice that is not fully paid, across all dates — the selected range does not apply, and the strip says so. View unpaid invoices opens the invoiced repair-order list, where the Status column marks each row Paid or Unpaid. Recording payments is covered in Invoices and payments.

Drilling into the rows

Every headline figure is backed by rows you can open.

1. Click the Invoices cell. The page swaps to Invoiced repair orders — one row per invoice in the range, with RO #, Vehicle, Customer, Invoice, Issued, Total, and Status columns.
2. Click any row to open that repair order. On a long range, Load more at the bottom fetches the next page.
3. Click ← Reports above the heading to return to the summary.

The rows behind the Invoices count. Every row opens its repair order.

The range pills stay in place while a list is open — switching ranges reloads the open list along with the summary behind it.

Technician numbers

The Technicians table breaks the range’s labor down by who did it: billed Hours, Labor revenue with a share bar, and how many repair orders each technician worked on. The totals row at the bottom matches the Labor billed cell above.

One row per technician, sorted by labor revenue; the bars compare shares at a glance. Click a row for the labor lines behind it.

A few things worth knowing about how this table is built:

• Numbers come from the labor lines on the range’s invoices, each credited to its assigned technician. Assigning happens on the estimate — see the estimate builder.
• Lines with no technician gather into one Unassigned row at the bottom. A growing Unassigned row means work is going out unattributed — worth assigning before you invoice.
• Labor on declined jobs never counts, because declined work is never billed. See Customer approvals.
• Click a technician’s row to open their labor lines for the range — each line’s repair order, description, hours, and price, with rows opening the repair order.

Note: a technician can be assigned or corrected even after the invoice is generated — a Friday fix before payroll is fine. A late reassignment moves hours and labor dollars between technicians for that period, but the shop’s totals never change.

Note: hours here are billed hours from the labor lines, not clocked time. There is no time clock in BayDocket, so the table shows honest billing numbers rather than an efficiency percentage.

My performance (Technician view)

Technicians see their own numbers without seeing anyone else’s. Their sidebar shows My performance in place of Reports.

Your own hours, labor revenue, and repair orders for the range — nobody else’s.

• Three tiles — Hours, Labor revenue, and ROs — sit above a Labor lines table of the work behind them, with the same six range pills at the top.
• The page only ever shows your own lines. There is no way to see another technician’s numbers from here.
• Clicking a line opens its repair order.

Tip: if your hours look low, the usual cause is unassigned labor lines — a line only counts for you once it carries your name. Ask the front desk to assign you on the estimate.