📄️ OE-01 Outstanding Invoices
This is the Open Invoice report with a breakdown of sales by serial, item, labor, warranty, misc., taxes, and payments.
📄️ OE-02 Dispatcher's Report
This is the summary of dispatched invoices in a route sheet style report that lists the deliveries and service calls for a day or range of dates with space for the delivery driver or technician to track their time in and time out along with a section for any monies received. In the routing screen, the print button prints a more detailed version of this report including the products being delivered and other job details which is generally preferred if you are looking for a report to give to each driver so they can both see the jobs they are doing and what each job entails.
📄️ OE-03 - Job Status
This report is used to view open invoices based on their current job status. It is commonly used by service departments as the report includes the model from the service tab, complaint details, and each time it has been scheduled.
📄️ OE-04 Written Models
This report is the ordering report for written models only; it is focused on just-in-time ordering. It includes min/max quantities as information but does not use the min/max in its calculations. It is used as a worksheet to see what needs to be ordered and for when.
📄️ OE-07 Shipping Report
This report will let you analyze and prepare for delivery or pickups. It will show you all deliveries/pickups for a given date range as well as detailed model and purchasing information to help you determine where the inventory is or if it is still on order, when is it arriving to make sure you will still be able to make the delivery on time.
📄️ OE-08 Pickup Report
This report lists models or items that are scheduled for customer pickup. You can build a report based on pickup location, salesperson, and other parameters.
📄️ OE-09a Picking Report
This report is an inventory picking report for warehouse employees to pick models and items for the next day delivery or pickups. It also includes quantity on hand and bin locations.
📄️ OE-09B Picking and Staging Report
Like the OE-09a report, OE-09b is an inventory picking report for warehouse employees to pick models and items for the next day delivery or pickups, but it also includes quantity on hand and bin locations.
📄️ OE-10 Shipped Serials
This report will ensure that you haven’t missed finishing open invoices. I.E. it will show you all 'Open' and 'Committed' invoices in the system that have serial numbers assigned on them but not finished. This commonly happens with customer pickups when the sales staff forget to hand in the paperwork.
📄️ OE-12 MTD Sales Anaylsis
This report will let you see which products or brands you are selling with options to separate branches. It has a variety of sorting and grouping options to analyze brand or product selling, including options for open or finished invoices and by invoice start date or finish date so you can see written business or finished business all from the same report.
📄️ OE-13 MTD Tax Register
The OE-13 Tax Register is your main report for sales tax collected. We will show you how to compare this to the General Ledger to make sure it is in balance and how to also handle GST/HST for our Canadian clients and show you how to make a typical AP entry to pay taxes.
📄️ OE-15 Technician Productivity - Detail
This report will let you look at detailed technicians’ productivity; the item and labor numbers.
📄️ OE-16 Technician Productivity - Summary
This report will let you look at technicians’ item and labor gross totals summarized per technician.
📄️ OE-20 Technician Call Analysis
This report is used to analyze technicians’ calls.  I.E. It is used to compare technician completed and incomplete calls and service time.  You must be using the NARDA codes (lack part, call back, customer not home, etc.) field on labor lines.  These codes are used to break down the reason for incomplete calls and multiple trips.  In cases such as lack part or not home, it is critical that a zero dollar labor line be added to the invoice with the appropriate NARDA code for EPASS to accumulate correctly.
📄️ OE-21 Technician Performance Analysis
This report is used to analyze technicians’ calls, it is a summarized analysis per technician’s productivity using the NARDA codes (Lack Part, Call Back, Customer Not Home, etc.) field on the labor lines.  These codes are used to break down the reason for complete, incomplete calls.  In cases such as lack part or not home, it is critical that a zero-dollar labor line be added to the invoice with the appropriate NARDA code for EPASS to accumulate trips and time correctly.
📄️ OE-23 Salesperson Activity
This report will let you see written and delivered sales by salesperson. It is good for a sales meeting but be aware costs and margins are shown on this report. If you do not want any cost information, try the OE-24.
📄️ OE-24 MTD Sales Summary
This report will let you see written/delivered sales by salesperson and invoice type.  It is very good for a sales meeting since costs and margins are not shown on this report.  The first page will list all salespeople and the next page will give totals by invoice type.
📄️ OE-34 Special Orders
This report is run prior to ordering to find any special order models. I.E. models you don’t have in inventory but were sold.
📄️ OE-36 Brand or Product Labor Analysis
This report is used to analyze labor by brand and product within your service department. You will be able to see how many trips, how much time and all the related metrics to fully analyze the work involved to do a service call per brand. I.E. how many trips or how much time does it take to do a warranty call on Dacor vs Kitchen Aid? When it is time to negotiate warranty rates, you need these numbers at hand.
📄️ OE-37 Technician Labor Analysis
This report will let you look at the number of jobs, trips, and first-call completes by technician. This is the recommended report to use to compare technicians, or when it’s time for a performance review.
📄️ OE-39 Written Sales
This report gives you the true written sales amount for the daily written business. Every monetary change to an invoice is being audited so we can accumulate those amounts to give you a true written report accurate to the penny for any date range. This is looking at the date each line on the invoice was added, edited, or deleted so an invoice originally created a week ago but modified today will show the change in dollars for today.
📄️ OE-40 Service Cycle Time
This report gives you a breakdown of how long it takes to complete a call. I.E. It will show time elapsed between taking a service call (Invoice Start Date) and completing it (Last Schedule Date). This allows you to compare how one brand is doing against another, product, technician and others.
📄️ OE-41 CSR Calls Taken
Staying on top of your call taken and reviewing productivity is important in any call center.
📄️ OE-43 Rebates
This report is designed to submit rebate claims. It not only includes the product details but also has the customer details required by most manufacturers. It includes a batch print option in case you need to print copies of the invoices and an option to accept the report so EPASS tracks that the rebates have been submitted. This will stop you from submitting the same invoice twice plus has an option to print invoices previously submitted. This is connected to an option in invoice detail on the misc. rebate line where you can mark that the rebate credit has been received.
📄️ OE-44 Open Invoice Notepad
This report is similar to the OE-01 Outstanding Invoices report where it is showing open invoices but it also includes the notepad on the report making it much easier to know which customers you need to reach out to vs those that you have recently contacted.
📄️ OE-45 Model Share Anaylysis
This report can look at the open or finished invoices and shows the models listed on those invoices grouped by brand or supplier/brand and what percentage that brand is to your overall sales. This report is strictly designed for Excel output.
📄️ OE-46 Inventory Returns
This report will let you analyze the returned/deleted serials.
📄️ OE-47 Salesperson Earnings
This is part of a built-in commission system within EPASS where you can define the various earning categories per sales group. The scales are setup in the Commission Structure table and assigned in the Salesperson table. See Commission Structure.
📄️ OE-48 Shipping Lead Time
This report will let you see the average time it takes to complete an invoice from the date the invoice was created until it gets shipped. I.E. it will provide you with the time frame it took to fulfill a customer invoice. It will help you measure where the hold ups are and ask the question of why did it take so long from invoice start date to schedule/pickup date, or finished date of the invoice to complete this customer invoice.
📄️ OE-49 Order Quality
This report will let you see the average time between the date a customer requested date and the actual shipped date.
📄️ OE-50 CSR Ticket Analysis
This report works in conjunction with the CSR ticket system. This is an Excel export that will give a detailed listing of CSR tickets, along with summaries by CSR and brand showing numbers of tickets and average days to close a ticket.
📄️ OE-51 User Login Report
EPASS tracks the date and time when a user logs into EPASS or when they log out. It also updates their Last Activity time every 60 seconds, enabling you to see if they are still logged in and active. This data is reported on the OE-51 User Login report.