Zeyto Academy · Advanced · Module 35
Reports, controls and data safety
Read workshop reports and job profitability, use vehicle history and dashboards, set users and permissions, and keep backups so the books stay safe.
You will be able to
- Find the right report in the Reports hub by family
- Read job profitability and judge a margin
- Use vehicle history and customer records to answer a customer
- Read the dashboards, scorecard and daily digest as a manager
- Give each person the right role and keep sensitive data hidden
- Explain backups and what to do before risky changes
The Reports hub and job profitability
- The Reports hub is organised in families; search words find reports quickly.
- Job profitability shows revenue, parts and other costs, labour cost and margin per job.
- Margin = revenue minus all costs; read it as a percentage too.
- Accurate costs in stock and purchasing make the report trustworthy.
Technician work and labour reports
- Technician reports come from the clock entries and the labour lines of jobs.
- Efficiency compares billed labour hours with clocked hours.
- Open clocks and holds distort the figures; check them before judging.
- Compare like with like and use a month of data.
Vehicle history and customer records
- One record per car, found by plate or VIN, holds the whole history.
- History settles warranty and repeat-visit questions quickly.
- The Gate passes register shows who took each car and when.
- Duplicate car records split the history; avoid them.
Dashboards, scorecard and the daily digest
- Analytics shows patterns such as turnaround, approval and repeat visits.
- The scorecard compares the workshop with its targets; targets must be honest.
- The daily digest is a short evening summary, not a replacement for reports.
- Dashboards show money, so they need the price right.
Users, permissions and security
- Access is enforced on the server by role and right.
- The price, cost, customers and insurance rights control what is visible.
- Personal logins make records meaningful; switch off leavers the same day.
- Avoid giving Admin to solve a small need.
Backups and data safety
- Backup is on by default; checking it is still your job.
- Keep a copy away from the shop computer and test a restore once.
- Take a manual backup before updates, imports and tax setting changes.
- Backups recover from loss; mistakes in the books are fixed by credit notes or amendments.