The Contract Tracking landing page, the Branch Summary Report, gives VPs and GMs an immediate, bird’s-eye view of each store’s complete Contract performance. This report neatly organizes all Contracts by status: Active, Expired, and Closed.
Understanding the financial health of each store’s Contracts is crucial. At a glance, you can see which locations are thriving and which might need attention. If a store’s performance isn’t meeting expectations, simply click its name to delve into the detailed Equipment Summary Report for deeper insights.
The Equipment Summary Report is a detailed breakdown of all Contracts for a particular branch. Clicking on any hyperlink on the Branch Summary Report will open this report for that branch and category.
CSAs can have some of the biggest profit margins if managed correctly, and examining this data can provide you with valuable insights. For example, if a Contract has existed for a while without accruing expenses, it’s possible that repairs performed on the machine have been charged to the wrong Contract.
Review the Act Total column to determine if a specific contract is profitable or not. For even greater detail, click on the Enrollment Number hyperlink to see the G/L Transaction Detail Report for a breakdown of the Revenue and Expense Details.
The CSA Reports page is a querying tool that can be used to generate and export reports on your CSA Contracts.
Use the options at the top of the screen to select criteria such as branch, customer, and Contract status, then click “Run Query” to generate your report.
Expired Contracts will have an End Date highlighted in red. Click on a Contract’s Revenue or Expense number to see a breakdown of these numbers by document. From this breakdown, click “View Work Orders” to see the full Work Order history of the machine.
Once you like the look of your report, click “Make Excel” to download it as an .xlsx file.
