Management Toolbox: Which Report Should I Use?

There are many reports, and you do not need most of them. Start with the question you are trying to answer.

Owners and franchisees

If you want to know	Look at
How the stores are doing right now	Insights > Operations Overview (see Operations Overview: Your Home Dashboard)
How a store, week or month compares with last year	Store Performance: Operations, MSR, Revenue; and the trend charts under Charts. See Report Catalog: Store Performance.
Which stores are leading and which are behind	Store Performance > Rankings and AUTOStats. See Compare Stores and Teams: Rankings, Trends and Role Performance.
Where you are leaving money on the table	Turned Down Services Worksheet, Sales Opportunities, Sales Mix. See Sales: Find Missed Opportunities (Turned Down Services, Sales Mix and More).
Whether cash and deposits add up	Bank Reconciliation Worksheet, Cash Deposit Worksheet, Over/Short Detail. See Money: Reconcile Deposits, Over/Short and Paid In/Out.

If you want to know	Look at
Which stores and employees are top performers	Rankings and Role Performance. See Compare Stores and Teams: Rankings, Trends and Role Performance.
Whether stores follow policy	Audit & Loss Prevention (Open / Close, Window Sticker Policy, Promotions, and others). See Loss Prevention: Invoice, Promotion, Warranty and Policy Checks.
Whether labor is under control	Cars & Net Sales/Hour, Overtime Risk, Employee Breaks. See Labor: Stay on Top of Breaks, Overtime, Schedules and Timesheets.
Trends over several weeks	Charts > Store Performance Trends and Category Performance Trends. See Report Catalog: Charts, Trends and Co-op Comparisons.

If you want to	Look at
Export employee hours for payroll	Payroll > Employees Hours Export. See Payroll: Export Employee Hours for Excel or Your Payroll System.
See who was hired, rehired or terminated in a pay period	Employee > New Hires, Rehires, Terminations. See Payroll: Track New Hires, Rehires, Terminations and Pay Changes.
Work out commissions	Payroll > Commissions. See Payroll: Commission Reports.
Send sales and fleet invoices to QuickBooks	Integrations > Accounting. See QuickBooks: Export Fleet Invoices and Sales Journal Entries.
Check stock, re-order and transfers	Inventory. See Inventory: Usage, Re-order, Receiving, Transfers and Adjustments.

Not seeing a report you expect? You may not have the feature that unlocks it. See Management Toolbox: Features and Store Groups Explained. The full list is in Report Catalog: All Reports at a Glance.