|
This page is an archive of previously-published content. The information was accurate at the time it was published; however, the information may no longer be accurate or complete. If you have any questions about current Car-Part products, please contact your sales or support rep.
|
|
New Reports in Checkmate
Easy Cash Drawer Balancing and Vehicle Monitoring
|
|
New reports make it easier to balance your cash drawer, and help you monitor vehicles entered per employee,
|
Easier Cash Drawer Balancing with Daily Register Reports
2 new Daily Register reports give you an easier way to balance your cash drawer at the end of the day (if you are used to using the Daily Sales Journal in Checkmate Retro, you should really check these out!). These reports are in the Excel format and are available in the Sales section of Checkmate Reports.
Daily Register Summary Report
Use this report when you just want a quick-to-run summary of the transactions for a certain yard and date range.
The Daily Register Summary Report shows a summary of front office and back office transactions. The cash drawer total is shown along with tax amounts.
|
|
Daily Register Detail Report
Use this report when you want to see a detailed and comprehensive view of all transactions, both front office and back office, for a certain yard and date range.
The Daily Register Detail Report has similar summary information to the
Summary report, but it also includes a comprehensive and detailed view of all types of transactions. Multiple tabs show details for sales, payments, credits/returns, charges, charge credits, deposits, and pallet charges.
|
Vehicles Per Employee Reports - Excel
The 2 new Vehicles per Employee reports are new Excel versions of two pre-existing Crystal reports.
These reports show the average number of vehicles entered per employee in a yard, for the current year and previous 3 years. Each report shows data in a table with 2 additional tabs that show charts.
- The RT Vehicles per Employee Report shows vehicles per employee by quarter. You can find it on the Round Table tab in Checkmate Reports.
|
- The Vehicles per Employee Report shows vehicles per employee by month. It's on the Management tab in Checkmate Reports.
|
Learn More
To access these new reports, you must be on Checkmate version 2024R2 or higher.
- If you're on the latest version of Checkmate, and you have these new reports, click here to visit our training library and learn more about how to use them.
- If you're on the latest version of Checkmate, but you don't see these new reports, talk to your salesperson about upgrading your reports package.
- If you aren't on the latest version of Checkmate (or you're not sure), you're missing out! Contact your Checkmate Support tech directly for help upgrading (or call our main office at 859-344-1925).
- If you don't have Checkmate but you'd like to learn more about Checkmate Reports and other great features for your business, contact your salesperson for a free demo.
|
|
Checkmate's Excel reports let you sort, filter, and customize information, which makes it easy to drill down to the information you need and draw actionable insights from your business data!
Haven't used Excel reports yet? Get started with this video!
On that page, look for this link:
Using Excel Reports
|
April 4-6, 2024
St. Louis, MO
Booth #122
Theresa Colbert Speaking
April 11-13, 2024
Ft. Wright, KY
April 18-19, 2024
Fridley, MN
Booth #109
Drew Van Devender Speaking: "Updates on Software Options from Car-Part."
|
|
© 2024 Car-Part.com. All rights reserved. All trademarks are the properties of their respective owners.
|
|
|
|
|
|
