The vehicle history report in Workshop Software helps you review and analyse your vehicle history data in one place. Running this report gives you a clear snapshot that you can use for business decisions, record keeping, or end-of-period reviews. Follow the steps below to run this report from the Reports section.
The best way to outline the work previously done on a vehicle is to produce a Vehicle History Report. This guide will outline how this can be achieved within Workshop Software. 1. Find the vehicle you would like to produce this report for.
2. Open the Action menu ‘Star’ on the right-hand side of the vehicle
3. Click ‘Vehicle History‘
4. Select what information you would like to show in the vehicle history report.
Selecting ‘Summary‘ will reduce the length of this report and only show a brief outline of the invoices processed against this vehicle, rather than a full description of each job.
\nSelecting ‘Print Total’ will add a line to the bottom of the report, showing the total value of all work completed on the vehicle.
Below is what the report will look like with both Summary and Print Total turned OFF.
Below is what the report will look like with Summary toggle set to YES and the Print Total toggle set to NO.
Please note: if you have bundles (kits) set up then the bundle name will appear in the descriptions (i.e 45,000km service).
Below is what the report will look like with the Summary toggle on NO and the Print Total toggle on YES.
Below is what the report will look like with both toggles set to YES
Good to Know
- Use the date filters to narrow the report to a specific period. This is useful for monthly or quarterly reviews.
- You can print or export the report results for your records or to share with your accountant.
- This setting can be toggled on or off at any time. The change takes effect immediately once you click Save.
Frequently Asked Questions
Can I filter the vehicle history report by date range?
The report displays results based on the available filters shown on the report page. Check the filter options at the top of the report for available date or period selections.
Can I export or print this report?
You can use your browser’s built-in print function to print the report or save it as a PDF. Open the report, press Ctrl+P (or Cmd+P on Mac), and choose your printer or select Save as PDF.