Reports & Analytics
RAD Repairs provides reporting and analytics tools to help you understand your business performance. Generate reports on revenue, tickets, sales, customer activity, and technician performance with date range filtering and PDF export capabilities.
Overview of Reporting Capabilities
Reports are accessed from the Admin Settings page under the Reporting section. All reports support:
- Preset date ranges - Last 7 days, 30 days, 90 days, or last year
- Location filtering - View data for specific locations or all locations combined
- PDF export - Generate professional PDF reports with your company branding
- Real-time data - Reports reflect the latest data from your database
Pro Tip: Use the Dashboard for quick daily metrics and the Admin Settings Reports for detailed historical analysis.
Available Report Types
RAD Repairs includes 8 report types organized into Business Reports and Performance Analytics categories.
Business Reports
Core reports for understanding your business operations and revenue.
| Report | Description | Key Metrics |
|---|---|---|
| Sales Report | Revenue and transaction analysis for the selected period | Total revenue, transaction count, average sale, collected vs outstanding revenue, top selling items, daily revenue chart, payment methods |
| Customer Analytics | Customer base analysis and acquisition tracking | Total customers, new customers, active customers, retention rate, top customers by revenue, monthly acquisition, customers by referral source |
| Service Report | Ticket and repair workflow analysis | Total tickets, resolved tickets, open tickets, resolution rate, average resolution time, tickets by status, tickets by priority, tickets by issue type, daily volume |
| Inventory Report | Stock levels and inventory value analysis | Total products, total stock, inventory value, low stock count, out of stock count, value by category, low stock items list, top selling products |
Performance Analytics
Advanced reports for analyzing performance trends and comparisons.
| Report | Description | Key Metrics |
|---|---|---|
| Technician Performance | Individual technician productivity and workload | Total tickets per technician, resolved tickets, open tickets, resolution rate, average resolution time, priority breakdown, daily performance |
| Revenue Analysis | Detailed revenue breakdown and comparison | Revenue by type (product vs service), revenue by product category, revenue by service category, 12-month trend, period-over-period comparison with growth percentage |
| Referral Analytics | Customer acquisition source tracking | Customers by referral source, revenue by source, conversion rates, new customers by source, 6-month referral trend |
| Location Comparison | Multi-location performance comparison | Revenue per location, tickets per location, customers per location, inventory per location, resolution rates by location |
Date Range Selection
Reports use a period-based selection dropdown to specify the timeframe for data analysis.
Available Date Periods
Select from these preset time periods:
- Last 7 Days - Previous week of data
- Last 30 Days - Previous month of data (default)
- Last 90 Days - Previous quarter of data
- Last Year - Previous 365 days of data
Note: The period filter is applied to the report before generating the PDF. Select your desired period from the "Report Period" dropdown in the Reporting section of Admin Settings.
Location Filtering
Filter reports to show data for specific shop locations or view consolidated data across all locations.
How to Filter by Location
- In the Reporting section of Admin Settings, locate the Location dropdown
- Select a specific location to see only that location's data
- Select All Locations to see consolidated data
- Generate your desired report - the location filter will be applied
Note: The Location Comparison report automatically includes data from all locations for side-by-side comparison, regardless of the location filter setting.
Generating Reports
Reports are generated as PDF documents that download directly to your device.
How to Generate a Report
Go to Admin Settings
Navigate to Admin Settings from the sidebar and scroll to the Reporting section at the top of the page.
Set Your Filters
Select the desired Report Period (7, 30, 90, or 365 days) and Location filter from the dropdowns at the top of the Reporting section.
Click the Report Button
Click the button for the report you want to generate. The PDF will be created and downloaded automatically.
PDF Report Contents
Each generated PDF includes:
- Header - Your company name and contact information
- Report title - Name of the report and the period covered
- Location - Which location's data is included (if filtered)
- Summary metrics - Key totals and statistics
- Detailed data tables - Breakdowns and lists relevant to the report type
- Charts and visualizations - Where applicable (trends, distributions)
Branding: PDF reports use your company's theme color (accent color) from Admin Settings. Make sure your business information is up to date in the Business Info section for accurate report headers.
Report Settings
Configure default settings for report generation in the Report Settings section of Admin Settings.
Available Settings
| Setting | Description | Options |
|---|---|---|
| Default Report Period | The default time period selected when generating reports | Last 7 Days, Last 30 Days, Last 90 Days, Last Year |
| Report Format | The output format for generated reports | PDF (primary format), Excel, CSV |
| Auto-Generate Reports | Automatic report generation schedule | Disabled, Daily, Weekly, Monthly |
Note: PDF is the primary supported format. Excel and CSV export options may have limited availability depending on your configuration. Auto-generate reports feature may require additional setup.
Multi-Location Reporting
For businesses with multiple shop locations, use the Location Comparison report for side-by-side analysis.
Location Comparison Report
The Location Comparison report provides a comprehensive view of all locations:
- Revenue comparison - Total revenue, invoice count, and unique customers per location
- Ticket metrics - Total tickets, resolved tickets, open tickets, resolution rate, and average resolution time per location
- Customer distribution - Total customers and new customers per location
- Inventory status - Product count, stock levels, and inventory value per location
Filtering by Location
All other reports can be filtered to show data for a specific location:
- Select the desired location from the Location dropdown in Report Filters
- Generate the report - it will include only that location's data
- Select "All Locations" to see consolidated data across all locations
Frequently Asked Questions
How often is report data updated?
Reports pull data in real-time from your database. When you generate a report, it reflects the latest information including any changes made moments before. There is no delay or caching.
Can I see reports for previous years?
The maximum date range is "Last Year" (365 days). For data older than one year, you would need to adjust your analysis or contact support for assistance with historical data access.
Why do some revenue numbers differ from my bank deposits?
Revenue reports are based on invoice data recorded in RAD Repairs. Differences may occur due to payment processing delays (especially for credit cards), pending checks, or payments not yet recorded in the system. The Sales Report shows both collected and outstanding revenue to help reconcile.
How do I compare periods?
The Revenue Analysis report includes a period-over-period comparison that shows current vs. previous period revenue with growth percentage. Generate reports for different periods separately if you need more detailed comparisons.
Where do I find the reports?
Reports are located in Admin Settings, under the Reporting section at the top of the page. Click Admin in the sidebar, then scroll to the Reporting card to access all report generation options.
Why are my technician performance numbers low?
Ensure technicians are being properly assigned to tickets. The Technician Performance report tracks tickets where a technician is assigned. Unassigned tickets appear under "Unassigned" in the report.
Can I share a report with someone?
Reports are generated as PDF files that download to your device. You can share these PDF files via email or any file-sharing method.
What referral sources are tracked?
The Referral Analytics report tracks built-in sources (Google, Facebook, Yelp, Instagram, Word of Mouth, Website, Other) as well as any custom referral sources you've configured in your system.
Related Pages
Need Help with Reports?
Can't find the data you're looking for? Our support team can help you identify the right report or assist with custom reporting needs.
Contact Support