Wenmar Pro’s reports show you how your shop is doing — what you’re selling, how your team is performing, and where your money is going. This guide is a tour of what’s available and how to use them.
💡 You’ll need
- Owner or manager access to reports
Opening a Report
Go to Reports. The default view is the Performance report. Use the sidebar to pick the report you want. Each report has a date range filter (this week, this month, last month, this quarter, or custom) plus report-specific filters.
The Reports
Sales
- Sales Summary — Your sales over a period, by category, advisor, or technician.
Operations
- Performance — Gross revenue, average daily revenue, effective labor rate, close ratio, and customer retention. View by Shop, Advisor, or Technician.
- Open Work — Work orders still in progress.
Profitability
- Service Categories — Revenue and profit by service category.
- Invoices — Invoice profitability.
Team
- Technicians — Technician productivity: clocked hours, billed hours, efficiency, labor revenue, and gross profit per technician.
Recovery
- Declined Work — Estimates customers declined, so you can follow up.
Inventory
- Parts Usage — Parts pulled, cost, retail, and gross profit. Also flags Low Stock Parts and Phantom Pulls.
Financial
- Statements — Customer statements, with bulk download.
- Accounting — Tax summary, payments, and A/R aging.
- Financial — Revenue, tax collected, and payments by method.
- Cash Drawer — Cash drawer sessions and reconciliation.
- A/R Aging — What customers owe, by age.
- Store Credit — Store credit balances and activity.
End of Day
- End of Day — A daily summary: sales by payment method, A/R activity, store credit, and cash drawer reconciliation.
Running and Exporting a Report
Pick your date range and any filters, and the report updates. To save or share it, click Export in the header. Most reports export to CSV; some (like Service Categories and A/R Aging) also export to PDF.
Tips
- Set a daily revenue target — In Settings → Shop Operations, it shows up on the Performance report as progress against your goal.
- Use the End of Day report — It’s the fastest way to reconcile your cash drawer and see the day’s totals.
- Export for your accountant — CSV exports work well for bookkeeping and QuickBooks.
Related Topics
- End of Day Workflow — Closing out the day
- Connecting QuickBooks Online — Sending data to your books
Questions? Contact us at help@wenmarpro.com