This document provides an overview of each of the reports you'll find in the Reports > Customers section:

Notes: 

• You can also access this page from Admin > Syncro Administration - Reports.
• Many reports have a CSV button, which you can use to download an Excel version.
• To learn more about Favoriting and Scheduling reports, see About the Reports Tab/Page.

Contact Export

The Contact Export report opens the File Downloads page, so you can see all the files that were downloaded. This includes files related to the exporting of Contacts/End Users:

Tip: The File name will have the word “contacts” in it.

Credit Balance By Customer

This report displays all Customer Organizations in your account that currently have a credit balance (i.e. Store Credit). This is a good way to get a snapshot without having to click through each Organization's credit balance separately.

Tip: Click the hyperlinked Name to navigate to the Organization's Details Page.

Customer Detail

This report contains visualizations that help you see the work you've done for a specific Customer Organization by a time period you specify. It breaks down their Tickets by Issue, Type, and Technician, as well as shows you how long their Tickets were open. You can print/save the information to PDF, or export to CSV from within the report page.

Customer Export

Click this link to automatically download a raw CSV of all your Customer Organization data. 

The filename contains today's date, such as customers_dump_06-22-2021.csv. 

This file can then be imported back into the same site, which allows you to make mass updates before re-importing. 

It will not duplicate the data unless you change the email addresses or main phone numbers. You can also import it into a different RepairShopr or even Syncro site.

See also: Import Existing Organizations and Import or Export Existing End Users.

Customer Map

This report is a map with pins representing the locations of each of your Customer Organizations based on their address.

Note: If have a large number of customers it may take a while for the map to populate, due to limitations in the API.

Open Balances By Customer

This report displays all Customer Organizations that have a balance due on an invoice, based on a time period you specify.

Tips: 

• Check one or more boxes next to your customers, then click Send Statements to bulk email statements to customers directly from this report. 
• Click View to navigate to the Customer Organization's Details Page.

Opt Outs by Customer

This report displays all Customer Organizations that opted out of receiving emails, based on a time period you specify.

This is a good place to look if a customer reports they're not receiving emails from you. If you email a customer and the email bounces, the system will automatically opt them out. Editing the customer Organization's Communication Settings will fix this.

Pending Ticket Charges

This report displays any Tickets that have un-invoiced charges (i.e. those with an Add/View Charges button), based on a time period and Customer Organization you specify. 

Note: This report does not include labor amounts that have not yet been charged.

Tip: Click the hyperlinked number to navigate to a Ticket's Details Page.

Prepay Hours Balance By Customer

This report displays any Customer Organizations that have a Prepay (Block) Hours balance, including how many hours they have.

Tip: Click the hyperlinked Name to navigate to an Organization's Details Page.

Purchases by Customer

This report displays Customer Purchases based on a time period you specify.

Tip: Click the hyperlinked PURCHASE NUMBER to see its details or the CUSTOMER to navigate to the Organization's Details Page.

Referrals

This report displays the list of Referral Sources (specified when a new Customer Organization is created or an existing one is edited). For each referral source, the report breaks down the Gross Revenue, Cost, and Net income. This helps you see what your most valuable source of referrals is for the time period you select.

Tips: 

• Check the box to limit the report to Customer Organizations created in the Period selected in the dropdown menu.
• Click the hyperlinked Name to navigate to a Customer Organization's Details Page.

Ticket Count By Customer

This report displays the total number of Tickets that End Users at all your Customer Organizations have opened, given a date range you specify. 

Note: This report includes Tickets with a “Resolved” status.

Ticket Time By Customer

Based on the Period and Customer Organization you specify, this report displays data from Ticket Timer/Labor Log Entries. If you do not specify a Customer Name, the information for each customer displays in its own section.