CRISMA
REPORT LISTING BY MODULE |
Legend: (I)nsurance, (C)ustomer Service Rep, (F)leet, (A)djustor, (T)echnician, (O)ther |
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Report Title |
Module |
Available Criteria* |
Date |
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Location |
I |
C |
F |
A |
T |
O |
Driven |
Expenses on RO's Not Invoiced
- Work in Process |
Body |
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CSI Questionnaire Answers |
Body |
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CSI Questionnaire |
Body |
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CSI Report |
Body |
x |
x |
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x |
CSI Report - Summary |
Body |
x |
x |
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x |
Customer Service Report
Version 1 |
Body |
x |
x |
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x |
Customer Service Report (CSI)
Version 2 |
Body |
x |
x |
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x |
Customer Service Report
Version 3 |
Body |
x |
x |
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x |
Special CSI Export File -
Exports data to CSI Text File |
Body |
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x |
Cycle Time Report - 4
Available Versions |
Body |
x |
x |
x |
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x |
Cycle Time - Single RO |
Body |
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x |
Scheduled Out Date Changes |
Body |
x |
x |
x |
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x |
Gross Sales Graphing |
Body |
x |
x |
x |
x |
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x |
Gross Sales Version 1 -
Includes payment information |
Body |
x |
x |
x |
x |
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x |
Gross Sales Version 2
Detailed by Income Category |
Body |
x |
x |
x |
x |
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x |
Gross Sales Version 3 - OEM,
AM and LKQ Parts Breakdown |
Body |
x |
x |
x |
x |
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x |
Gross Sales Version 4 -
Journal includes cost of goods |
Body |
x |
x |
x |
x |
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x |
Gross Sales Version 5 - Labor
Hours Billed |
Body |
x |
x |
x |
x |
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x |
Gross Sales Version 6 -
Includes Vehicle detail |
Body |
x |
x |
x |
x |
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x |
Outstanding Supplements |
Body |
x |
x |
x |
x |
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x |
Referral Report |
Body |
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x |
x |
RO Pick-list Report- 3
Versions Available |
Body |
x |
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x |
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Incoming Work: RO's Not In Yet |
Body |
x |
x |
x |
x |
x |
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x |
Repair Order Profit Detail |
Body |
x |
x |
x |
x |
x |
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x |
RO Profit Detail - USER
DEFINED |
Body |
x |
x |
x |
x |
x |
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x |
Repair Order Profit Summary |
Body |
x |
x |
x |
x |
x |
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x |
Repair Order Severity |
Body |
x |
x |
x |
x |
x |
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x |
Work In Progress, Detail
Report - 4 Available Versions |
Body |
x |
x |
x |
x |
x |
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Work in Progress, Short
Report -2 Available Versions |
Body |
x |
x |
x |
x |
x |
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Daily Production Report - 4
Available Versions |
Body |
x |
x |
x |
x |
x |
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Vehicle Delivery Report |
Body |
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x |
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x |
Target Date Report |
Body |
x |
x |
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x |
Import Report |
Body |
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Demographics Report |
Body |
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x |
x |
Received Parts Labels |
Body |
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Parts Not Ordered |
Body |
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Parts On Order |
Body |
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Parts Tracking - by Line |
Body |
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Parts Tracking - by Line, No
Part |
Body |
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Parts Tracking - by Line, No
$'s |
Body |
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Parts Tracking - by Vendor |
Body |
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Parts Tracking - by Vendor,
Detail |
Body |
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PO Returned Parts Form -
Version 1 |
Body |
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PO Returned Parts Form
Version 2 |
Body |
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PO Returned Parts Form -
Version 3 |
Body |
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Email Form Letters |
Body |
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Repair Order Authorization |
Body |
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RO Inventory Invoice -
Details Inventory Stock costs |
Body |
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Repair Order Comments |
Body |
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Repair Order A/R Comments |
Body |
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Repair Order Report - 7
Available Versions |
Body |
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Supplement Report - 5
Versions Available |
Body |
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Customer Receipt |
Body |
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Repair Order Labor
Assignments - 5 Available Versions |
Body |
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RO Costs by Line |
Body |
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Repair Order Profit Screen |
Body |
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Thank You Letter User defined multiple options |
Body |
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Repair Order Window Tag - 5
Versions Available |
Body |
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RO Work Order - 5 Versions
Available |
Body |
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Mechanical Operations Report |
Body |
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x |
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x |
Technicians Work Schedule |
Body |
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x |
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x |
x |
Repair Order Remaining Labor |
Body |
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x |
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Vehicle Scheduling Report |
Body |
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x |
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x |
Purchase Order - 7 Versions
Available |
Body/AP |
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Detail Customer Invoice |
Body/AR |
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Customer Invoice with Costing |
Body/AR |
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Customer Invoice, Simplified |
Body/AR |
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Customer Invoice, Labor Detail |
Body/AR |
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Customer Invoice, Labor and
Payment detail |
Body/AR |
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Detail
Customer Invoice with Technician detail & State ID |
Body/AR |
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A/P Bank Reconciliation |
General Ledger |
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x |
Beginning Balances |
General Ledger |
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General Journal Version - 2
Available Versions |
General Ledger |
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x |
x |
General Ledger Detail - 3
Available Versions |
General Ledger |
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x |
x |
General Ledger Summary |
General Ledger |
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x |
x |
G/L Trial Balance Version 1 |
General Ledger |
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x |
G/L Trial Balance Version 2 |
General Ledger |
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x |
Journal Entries |
General Ledger |
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Chart of Accounts |
General Ledger |
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Recommended Inventory
Re-Order |
Inventory |
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x |
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Inventory Status |
Inventory |
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x |
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Service Repair Order
Assignments |
Mech. Service |
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Service Repair Order Report -
2 Versions Available |
Mech. Service |
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x |
x |
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Service Repair Order Profit
Detail |
Mech. Service |
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x |
x |
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x |
Service Repair Order Profit
Summary |
Mech. Service |
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x |
x |
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x |
Service Work in Progress |
Mech. Service |
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x |
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Export Reports for 3rd Party
Account |
Multiple |
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Release to G/L posting
report. |
Multiple |
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Vendor 1099 Report |
Payables |
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x |
A/P Aging Report |
Payables |
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A/P Aging Summary Only |
Payables |
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Accounts Payable Check
Printing |
Payables |
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A/P Check Register Detail |
Payables |
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x |
A/P Check Register Simple |
Payables |
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x |
G/L Account Activity in A/P |
Payables |
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x |
All Open A/P Invoices |
Payables |
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x |
x |
A/P Invoices on Hold |
Payables |
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x |
x |
A/P Invoices to Pay |
Payables |
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x |
A/P Other Payments Register |
Payables |
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x |
Recurring A/P Invoices |
Payables |
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Long Check Stubs |
Payables |
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x |
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Vendor Activity Summary |
Payables |
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x |
x |
Vendor Activity Detail - Version 1 |
Payables |
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x |
x |
Vendor Activity Detail - Version 2 |
Payables |
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x |
Vendor Listing |
Payables |
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Vendor Payment History -
Single |
Payables |
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Backordered Parts |
Payables |
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x |
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Parts Search Report |
Payables |
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Items/Parts to be Returned -
3 Versions Available |
Payables |
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x |
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Returned Items Credits - 2
Available Versions |
Payables |
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Paycheck Form - 3 available
versions |
Payroll |
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Payroll Check Register |
Payroll |
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x |
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Standard Payroll Check
Register |
Payroll |
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x |
x |
Payroll Information Detail
without rates |
Payroll |
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x |
x |
Payroll Detail Report -
Version 1 |
Payroll |
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x |
x |
Payroll Detail Report -
Version 2 |
Payroll |
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x |
x |
Payroll Information Detail -
Version 1 |
Payroll |
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x |
x |
Payroll Information Detail -
Version 2 |
Payroll |
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x |
x |
Payroll Information Summary |
Payroll |
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x |
x |
Payroll Journal |
Payroll |
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PR Register Detail (by date
range) |
Payroll |
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x |
x |
PR Register Summary (by date
range) |
Payroll |
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x |
x |
Technician Hours Worked |
Payroll |
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x |
x |
Employee Report |
Payroll |
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x |
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Payroll Time Sheets - 6
Versions Available |
Payroll |
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x |
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Payroll Time Work Sheets - 6
Versions Available |
Payroll |
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x |
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Bonus Payroll Report |
Payroll |
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Sales Tax charged by Invoice |
Receivables |
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x |
Sales Tax Collected By Date
Range |
Receivables |
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x |
A/R Aging Report (2 Versions) |
Receivables |
x |
x |
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Credit Card Journal |
Receivables |
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x |
Individual Customer Statement |
Receivables |
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x |
Manual A/R Invoice |
Receivables |
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Write off Report |
Receivables |
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x |
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x |
Cash Receipts Journal 5
Versions Available |
Receivables |
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x |
Customer Statements - 3
Versions Available |
Receivables |
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x |
Outstanding Customer Deposits |
Receivables |
x |
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x |
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x |
Customer Labels (Group of
Customers) |
Receivables |
x |
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x |
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x |
Customer Listing (Generates
MS Excel file for mail merge) |
Receivables |
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x |
Service Customer Invoice |
Service |
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Service Invoice - 2 Columns |
Service |
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x |
Time Clock Report of Hours
Worked |
Tech Log |
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x |
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x |
Tech Log Efficiency |
Tech Log |
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x |
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x |
Closed RO's Efficiency Report |
Tech Log |
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x |
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x |
Tech Log Report of Hours
Worked |
Tech Log |
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x |
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x |
Tech Log RO Work in Progress
Detail |
Tech Log |
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x |
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