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Reports & Downloads

Enroute provides various reports and downloads to help you manage your workshop, track performance, handle payroll, and bill customers. This guide covers all the reports available and how to use them.

Types of Reports Available

Enroute offers two levels of reporting:

Job Card Level (for individual orders)

  • Export job card PDF summary
  • Download invoice for specific order
  • Task-specific worker logs

Workshop Level (for overall business)

  • General worker log (payroll & time tracking)
  • Task statistics across all orders
  • Bulk downloads and analytics

General Worker Log (Workshop-Wide)

The most important report for payroll and overall time tracking.

Workers page with download worker log button

Access general worker log from the Workers page

What is the General Worker Log?

A comprehensive report showing all work done by all workers across your entire workshop.

What's included:

  • All workers in your workshop
  • Every task they worked on
  • Total hours per worker
  • Breakdown by job card
  • Date and time stamps
  • Complete time tracking data

How to Download General Worker Log

  1. Go to the Workers page in the main menu
  2. Click "Download Worker Log"
  3. Select your filters (optional):
    • Date range (From/To)
    • Specific workers
    • Specific job cards
  4. Click "Download"
  5. Report will download (usually as Excel or CSV)
Downloading general worker log

Download comprehensive worker time tracking reports

When to Use General Worker Log

Payroll Processing

  • Calculate total hours for each worker
  • Verify time worked for payment
  • Export to your payroll system
  • Track overtime and regular hours

Performance Tracking

  • See which workers are most productive
  • Compare work output across team members
  • Identify training needs
  • Recognize top performers

Business Analytics

  • Total labor hours per week/month
  • Labor cost analysis
  • Workforce utilization rates
  • Planning and scheduling

Compliance & Records

  • Maintain accurate time records
  • Audit trail for labor hours
  • Legal and regulatory compliance
  • Historical workforce data

Tip: Download worker logs weekly or bi-weekly to stay on top of payroll and time tracking.

Task Statistics (From Orders Page)

Analyze task performance and efficiency across all your job cards.

Download task statistics button on orders page

Access task statistics from the Orders page

What are Task Statistics?

A report showing how tasks are performed across your workshop.

What's included:

  • All tasks completed
  • Average time per task type
  • Estimated vs actual time comparison
  • Task completion rates
  • Efficiency metrics
  • Worker performance by task type

How to Download Task Statistics

  1. Go to Sales → Orders
  2. Click "Download Task Statistics"
  3. Apply filters if needed:
    • Date range
    • Specific task types
    • Specific workers
    • Job card status
  4. Click "Download"
  5. Report will be generated
Sample task statistics report

Task statistics show performance metrics and efficiency

When to Use Task Statistics

Improve Estimates

  • Compare estimated vs actual time
  • Refine your time estimates
  • Price jobs more accurately
  • Better project planning

Identify Bottlenecks

  • Find tasks that take longer than expected
  • Spot efficiency issues
  • Improve processes
  • Training opportunities

Performance Analysis

  • See which task types are most common
  • Analyze task completion patterns
  • Optimize workflow
  • Resource allocation

Business Planning

  • Understand your service offerings
  • Identify most profitable tasks
  • Strategic planning
  • Capacity planning

Downloading Invoices

Get invoices for billing customers and accounting purposes.

Download invoice button on orders page

Download invoices from the Orders page

Individual Job Card Invoice

From Orders Page:

  1. Go to Sales → Orders
  2. Find the completed order
  3. Click "Download Invoice"
  4. Invoice will download as PDF

What's included:

  • Customer information
  • Job card details
  • Labor costs (from actual time tracked)
  • Parts costs
  • Total amount
  • Professional formatting

When Invoices are Available

Invoices are automatically generated when you end a job card.

Need to end a job card first? Learn about completing job cards →

Using Invoices

Customer Billing

  • Send to customers for payment
  • Professional invoice format
  • Clear breakdown of charges
  • Payment terms and details

Accounting & Records

  • Track revenue
  • Accounts receivable
  • Tax documentation
  • Financial reporting

Payment Processing

  • Attach to payment requests
  • Reference for payment tracking
  • Dispute resolution
  • Payment confirmation

Exporting Job Card PDF Summary

Create comprehensive PDF reports for individual job cards.

Exporting job card PDF summary

Generate detailed PDF summaries of completed work

What's in the PDF Summary?

A complete record of everything about a job card:

Job Information

  • Customer and vehicle details
  • Job card number and dates
  • Workers assigned
  • Job description

Work Completed

  • All tasks listed
  • Task descriptions
  • Completion status
  • Time spent per task

Visual Documentation

  • All photos uploaded to job card
  • Photos taken by workers
  • Before and after images
  • Organized by task

Financial Details

  • Invoice summary
  • Labor costs breakdown
  • Parts costs breakdown
  • Total amount

Verification

  • Worker signatures
  • Timestamps
  • Completion certificates

How to Export PDF Summary

  1. Open the completed job card
  2. Click "Export PDF" or "Download Summary"
  3. PDF generates automatically
  4. Download and save or share

When to Use PDF Summaries

Customer Delivery

  • Professional work summary
  • Visual proof of work done
  • Detailed documentation
  • Customer satisfaction

Internal Records

  • Quality control documentation
  • Job history
  • Training materials
  • Best practice examples

Insurance Claims

  • Detailed work documentation
  • Photo evidence
  • Professional reports
  • Claim support

Warranty & Follow-up

  • Work performed records
  • Reference for future service
  • Warranty documentation
  • Service history

Learn more about PDF exports: See Completing Job Cards →

Comparison: Different Report Types

Understanding which report to use for different purposes:

| Report Type | Where to Access | Best For | Includes | | ---------------------------- | ------------------------- | ------------------------------ | ----------------------------------- | | General Worker Log | Workers page | Payroll, overall time tracking | All workers, all tasks, total hours | | Task-Specific Worker Log | Inside job card, per task | Individual task review | Workers on that task, time spent | | Task Statistics | Orders page | Efficiency analysis, estimates | Task performance metrics, averages | | Invoice | Orders page | Customer billing | Labor + parts costs, payment doc | | Job Card PDF | Inside job card | Comprehensive job record | Everything about that job |

Best Practices for Reports

Regular Download Schedule

Daily:

  • Review active job cards
  • Check task-specific worker logs if needed

Weekly:

  • Download general worker log for payroll prep
  • Review task statistics for ongoing jobs

Monthly:

  • Download all invoices for accounting
  • Export PDF summaries for important jobs
  • Analyze task statistics for performance review

Organize Your Downloads

Create a folder structure:

Reports/
├── Worker Logs/
│   ├── 2024-01/
│   ├── 2024-02/
│   └── ...
├── Task Statistics/
│   ├── Monthly/
│   └── Quarterly/
├── Invoices/
│   ├── Paid/
│   └── Pending/
└── Job Card PDFs/
    ├── By Customer/
    └── By Date/

Use Filters Effectively

For Worker Logs:

  • Filter by pay period dates
  • Specific workers for individual review
  • Department or team if applicable

For Task Statistics:

  • Compare month-to-month
  • Filter by task type for analysis
  • Focus on high-volume tasks

For Invoices:

  • Filter by payment status
  • Date range for accounting periods
  • Customer-specific downloads

Troubleshooting

Download Isn't Working

Solutions:

  • Check your internet connection
  • Try a different browser
  • Clear browser cache
  • Make sure pop-ups aren't blocked
  • Check if you have proper permissions

Report is Empty or Missing Data

Possible reasons:

  • No data for the selected date range
  • Filters are too restrictive
  • Job cards haven't been completed yet
  • Workers haven't tracked time yet

Solutions:

  • Expand date range
  • Remove some filters
  • Verify data exists for the period
  • Check that job cards are ended/closed

Can't Find Downloaded File

Solutions:

  • Check your Downloads folder
  • Look in browser's download history
  • Some browsers ask where to save
  • Try downloading again

Report Data Looks Wrong

What to check:

  • Date range is correct
  • Right filters are applied
  • Workers clocked in/out properly
  • Tasks were completed correctly
  • Contact support if calculations seem off

Report Formats

Different reports come in different formats:

PDF Format (most common)

  • Invoices
  • Job card summaries
  • Professional, shareable documents
  • Good for printing and emailing

Excel/CSV Format (for data analysis)

  • Worker logs
  • Task statistics
  • Can import into other systems
  • Good for payroll software
  • Allows custom analysis

Tip: If you need a report in a different format, contact support to discuss options.

Privacy & Data Security

Important notes about reports:

Sensitive Information

  • Worker logs contain personal time data
  • Invoices contain customer information
  • Store downloads securely
  • Follow data protection regulations

Access Control

  • Only authorized managers can download reports
  • Respect worker privacy
  • Don't share unnecessarily
  • Follow your company's data policies

Data Retention

  • Keep reports for required legal periods
  • Organize for easy retrieval
  • Regular backups recommended
  • Secure disposal when no longer needed

Advanced Tips

Combine Reports for Deeper Insights

Payroll Analysis:

  1. Download general worker log
  2. Download task statistics
  3. Compare time per task vs task performance
  4. Identify efficiency opportunities

Job Costing:

  1. Export job card PDF
  2. Download invoice
  3. Compare estimated vs actual costs
  4. Refine future estimates

Performance Review:

  1. Worker log for individual performance
  2. Task statistics for quality metrics
  3. Job card PDFs for work samples
  4. Comprehensive employee evaluation

Integration with Other Systems

If you use other software:

  • Export worker logs to payroll systems
  • Import task statistics to business intelligence tools
  • Send invoices to accounting software
  • Archive PDFs to document management systems

Need integration help? Contact support to discuss connecting Enroute with your other business systems.

Quick Reference

What Report Do I Need?

"I need to pay my workers" → General Worker Log (Workers page)

"I need to bill a customer" → Invoice (Orders page) or Job Card PDF

"I want to see how efficient we are" → Task Statistics (Orders page)

"I need to verify time on one task" → Task-Specific Worker Log (inside job card)

"I need complete documentation of a job" → Job Card PDF Summary (inside job card)

Next Steps

Now that you understand reports and downloads:

Need Help?

If you have questions about reports and downloads:

  • Email: support@enroute.com
  • Phone: [Your support phone number]
  • Live Chat: Available on our website

We're here to help!