In Omadi, Reports and Views, although separate, are closely related to each other. Reports give us general numbers, but Views will give us those numbers in detail. All reports are linked to a view that will give details about the tows linked to that report. Reports generate numbers based on set criteria. They can show totals based on date ranges and are able to display the data in different ways. When a user clicks on the totals in a report, it will show a filtered list view of those specific tickets. These are the default reports that come with the user’s Omadi software:
The Aged Receivables report shows how much accounts owe and is the place to generate statements for those accounts.
The Balances Owing report shows the number of tows for each type of form that have a balance due.
The Commission Report shows a quick overview of how much commission drivers are receiving for their cumulative tows. Commission rates are based on individual profile commission information.
Credits/Refunds shows the cumulative amount of refunds/credits given across all forms.
Daily Totals shows the total amount of tows, broken down by tow type.
Fleet Costs reports on the amount spent on vehicle maintenance and fuel costs.*
Payouts shows the cumulative amount of payouts made across all forms.
Receipts by User shows payments collected, sorted by the user who collected the payment.
Revenue by Customer displays total charges, grouped by customer.
The Revenue by Truck report displays total towing charges brought in by truck.
The Revenue by Yard displays total storage charges for each yard.
In the Timecard Report hourly paycheck is grouped by users.
Along the top of a report users have the ability to filter by date range; to display the information based on hour, day, week, or month; and to choose a preferred display style.