Reports

Standard Reports

An overview of the standard reports included with Texada Analytics.

Quick Reference

  • When Texada Analytics is first implemented for your organization, a number of initial reports will be made available to you via the standard workspace.
  • The four standard reports included with Texada Analytics are:
    • Services Report: Provides insights into the service aspect of your organization, including a breakdown of Work Orders by Customer and Work Order revenue by Product Class.
    • Rental and Sales Report: Provides insights into rental and sales revenue, inventory composition, dollar and time utilization, and more.
    • Accounting Report: Provides breakdowns of your Accounts Receivable and Accounts Payable information.
    • General Ledger: Provides a breakdown of your General Ledger.

Introduction

Each Texada Analytics installation includes 2 workspaces: a standard workspace, which contains standard reports created by Texada, and a custom workspace, which contains reports custom-made for your organization. 

The following article details the reports included in the standard workspace.

Standard Reports

Four standard reports are included with your Texada Analytics installation, each comprising multiple pages.

Services Report

The Services Report provides insights into the service aspect of your organization, including a breakdown of Work Orders by Customer and Work Order revenue by Product Class.

Pages:

  • WO Overview
  • WO Breakdown
  • WO v Revenue

Rental and Sales Report

The Rental and Sales Report provides insights into rental and sales revenue, inventory composition, dollar and time utilization, and more.

Pages:

  • Invoices
  • Invoices Breakdown
  • Services
  • Asset Location
  • Average Rental Rates
  • Average Rental Rate Breakdown
  • Dollar and Time Utilization

Accounting Report

The Accounting Report provides breakdowns of your Accounts Receivable and Accounts Payable information.

Pages:

  • Accounts Receivable
  • Accounts Receivable Breakdown
  • Accounts Payable
  • Accounts Payable Breakdown

General Ledger Report

This report contains a breakdown of your General Ledger.

Pages

  • General Ledger
  • GL Breakdown