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CRO reporting

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Reporting options available for CRO's

Differences in reports and how to use them

Outstanding CRO Items

This report is where you will get a thorough overview of everything that is going on in your workshop, it's your go-to management report. The status of the CRO's, the item on the CRO's, the customer it is for and so on. You can use this report to keep updated and stay on top of things.

Outstanding Support Calls

This report is similar to the Outstanding CRO Items report, it's just for outstanding support calls. You'll be able to check the status of the support calls, the customer it is for etc. 

CRO items at Suppliers

This report shows you which items have been sent to suppliers, helping you to check what needs to be followed up.

CRO's for Collection

With this report, you will be able to get a quick view of which CRO's are completed and thus which items are ready for collection by your customer or ready to be sent to the customer.

Pending CRO's

This report displays a list of CRO's that have not been worked on yet, in other words, the status is pending. 

CRO Age Analysis

This report displays the age of all completed CRO's for a specified period per technician or customer.

CRO Response Report

With this report, you can keep track of whether your company is meeting its service level agreement with regards to your technicians' response time to CRO's and support calls.

CRO Service Report

With this report, you can view when items are ready to be serviced again based on the parameters you have entered when entering the CRO.

Income per Contract

This report displays the income you make per support contract.

Contract Info

With this contract, you can view all your support contract information.

Repetitive CRO Items

With this report, you can view which items have been booked in for repair more than once.

CRO Items Sent to Suppliers

With this report, you can view how many items you have sent to specific suppliers helping you determine which items are not quality good due to the fact that they have to be sent for repair to a specific supplier.

Item History Enquiry

This report enables you to print the history of a specific item's CRO's.

List Contract Transactions

This report displays the income of transactions per support contract for a specified period range.

Generating the reports

Outstanding CRO Items

Watch this video to see how to view details about outstanding CRO items or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / Outstanding CRO Items.

Set the report parameters

  1. Enter (or select) the appropriate customer account number in the Account text box or leave blank for all.
  2. Enter a workshop location code in the Location text box or leave blank for all.
  3. Select the appropriate CRO status from the Status dropdown list.
  4. Select to include the CRO date in the List CRO Date check box, if you so wish.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

Outstanding Support Calls

Watch this video to see how to view outstanding support calls or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / Outstanding Support Calls.

Set the report parameters

  1. Enter (or select) the appropriate customer account number in the Account text box or leave blank for all.
  2. Enter a workshop location code in the Location text box or leave blank for all.
  3. Select the appropriate support call status from the Status dropdown list.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

CRO items at Suppliers

Watch this video to see how to view CRO items at supplier or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / CRO Items at Suppliers.

Set the report parameters

  1. Enter (or select) the appropriate supplier account number in the Supplier text box. or leave blank for all.
  2. Enter (or select) the appropriate location in the Location text box, or leave blank for all.
  3. Select the appropriate CRO status from the Status dropdown list.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

CRO's for Collection

Watch this video to see how to view CRO's that are ready for collection or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / CRO's for collection.

Set the report parameters

  1. Enter (or select) the appropriate customer account number in the Account text box or leave blank for all.
  2. Enter (or select) a workshop location code in the Location text box or leave blank for all.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

Pending CRO's

Watch this video to see how to view a list of pending CRO's or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / Pending CRO's.

Set the report parameters

  1. Enter (or select) the appropriate customer account number in the Account text box or leave blank for all.
  2. Enter (or select) a workshop location code in the Location text box or leave blank for all.
  3. Select to include the CRO dates in the List CRO Date check box, if you so wish.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

CRO Age Analysis

Watch this video to see how to view the age of completed CRO's or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / CRO Age Analysis.

Set the report parameters

  1. Select to list age per technician or age per customer from the Age Options Group.
  2. Select to list completed CRO's or outstanding CRO's from the CRO Options group.
  3. Enter the appropriate date range in the From Date and To Date text boxes.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

CRO Response Report

Watch this video to see how to view a CRO response report or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / CRO Response Report.

Set the report parameters

  1. Enter (or select) the appropriate customer account number in the Account text box. or leave blank for all.
  2. Enter (or select) the sub debtor's account in the Sub Account text box or leave blank for all.
  3. Enter the appropriate date range in the From Date and To Date text boxes.
  4. Enter (or select) the appropriate area code in the Area text box, or leave blank for all.
  5. Enter (or select) the appropriate technician code in the Technician text box, or leave blank for all.
  6. Enter (or select) the appropriate contract number in the Contract Number text box, or leave blank for all.
  7. Enter (or select) the appropriate priority in the Priority text box, or leave blank for all.
  8. Select the appropriate option from the From/To Date group.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

CRO Service Report

Watch this video to see how to view a CRO service report or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / CRO Service Report.

Set the report parameters

  1. Enter (or select) the appropriate customer account number in the Account text box. or leave blank for all.
  2. Enter the appropriate date range in the From Date and To Date text boxes.
  3. Enter (or select) the appropriate technician code in the Technician text box, or leave blank for all.
  4. Enter (or select) the appropriate contract number in the Contract text box, or leave blank for all.
  5. Select the service type from the Service Type dropdown list.
  6. Select to include pending CRO's in the Include Pending CRO's check box, if you so wish.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

Income per Contract

Watch this video to see how to view income per contract or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / Income per Contract.

Set the report parameters

  1. Select the appropriate financial year from the Year dropdown list.
  2. Select the appropriate period range from the From Period and To Period dropdown lists.
  3. Select the appropriate location from the Location dropdown list.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

Contract Info

Watch this video to see how to view information about a support contract or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / Contract Info.

Set the report parameters

  1. Select the appropriate option from the Select On group.
  2. Enter the appropriate date range in the From Date and To Date text boxes.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

Repetitive CRO Items

Watch this video to see which items have been booked in for repair more than once or follow the steps below it. 

Navigate to the correct window

  1. Navigate to Workshop / Reports / Repetitive CRO Items.

Set the report parameters

  1. Enter (or select) the appropriate customer account number in the Account text box. or leave blank for all.
  2. Select the appropriate CRO item status from the Status dropdown list.
  3. Enter the appropriate date range in the From Date and To Date text boxes.
  4. Select to list the CRO date in place of the delivery date in the List CRO Date check box, if you so wish.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

CRO Items Sent to Suppliers

Watch this video to see items sent to suppliers or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / CRO Items Sent to Suppliers.

Set the report parameters

  1. Enter the appropriate date range in the From Date and To Date text boxes.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

Item History Enquiry

Watch this video to see how to print the history of a specific item's CRO's or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / Item History Enquiry.

Set the report parameters

  1. Enter the appropriate serial number in the Serial Number text box.
  2. Select the appropriate CRO item status from the Status dropdown list.
  3. Select to list the CRO date in place of the delivery date in the List CRO Date check box, if you so wish.

Print the report

  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 

List Contract Transactions

Watch this video to see how to view the income transactions per support contract or follow the steps below it.

Navigate to the correct window

  1. Navigate to Workshop / Reports / List Contract Transactions.

Set the report parameters

  1. Select the appropriate financial year from the Year dropdown list.
  2. Enter (or select) the appropriate contract number in the Contract No text box.
  3. Select the appropriate period range from the From Period and To Period dropdown lists.
  4. Select the appropriate stock location from the Location dropdown list.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 
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