{"id":6391,"date":"2021-03-13T00:43:56","date_gmt":"2021-03-13T08:43:56","guid":{"rendered":"https:\/\/mitchell11.wpenginepowered.com\/blog\/shopconnection\/minding-the-store-even-remotely-using-manager-se-shop-reports\/"},"modified":"2025-01-03T08:58:21","modified_gmt":"2025-01-03T16:58:21","slug":"minding-the-store-even-remotely-using-manager-se-shop-reports","status":"publish","type":"shopconnection","link":"https:\/\/mitchell1.com\/shopconnection\/minding-the-store-even-remotely-using-manager-se-shop-reports\/","title":{"rendered":"Minding the Store Even Remotely: Using Manager SE Shop Reports"},"content":{"rendered":"<p>Shop owners or managers want to track how things are going back at the shop while they are away. They need to view reports from wherever they happen to be. With the new online Shop Reports feature in <a href=\"https:\/\/mitchell1.com\/manager-se\/\">Manager SE shop management system<\/a>, now they can!<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-55892\" src=\"https:\/\/mitchell1.com\/wp-content\/uploads\/2024\/12\/Tim-1-8.jpg\" alt=\"\" width=\"499\" height=\"235\" \/><\/p>\n<p>Online <strong>Shop Reports <\/strong>provide the ability to view selected Manager SE reports remotely, wherever the internet and a browser are available to use. \u00a0This new feature is free of charge with Manager SE \/ ProDemand (Teamworks) subscriptions. You can access it by logging into ProDemand and selecting the new Shop Reports module that has been added to the home screen.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-55895\" src=\"https:\/\/mitchell1.com\/wp-content\/uploads\/2024\/12\/Tim-2-8.jpg\" alt=\"\" width=\"542\" height=\"305\" \/><\/p>\n<p>NOTE: If you do not see a Shop Reports module on your home screen, it means that this feature has not yet been added to your account. If you prefer not to wait for your account to be updated for this, please contact our <a href=\"https:\/\/mitchell1.com\/support\/technical-support\/\">technical support<\/a> team to enable Shop Reports for you now.<\/p>\n<p>Once Shop Reports are enabled, users may log in and select a report from any of the three categories provided. We\u2019ve selected reports from the <u>Accounting<\/u>, <u>Inventory<\/u> and <u>Management<\/u> categories as most likely to be accessed when the owner or manager is away from the shop \u2013 see below for the specific reports available.<\/p>\n<p><strong>Accounting Reports<img loading=\"lazy\" decoding=\"async\" class=\" wp-image-55901 alignright\" src=\"https:\/\/mitchell1.com\/wp-content\/uploads\/2024\/12\/Tim-5-2.jpg\" alt=\"\" width=\"345\" height=\"246\" \/><\/strong><\/p>\n<ul>\n<li>Cash Receipts by Payment type<\/li>\n<li>Category Profit Summary<\/li>\n<li>Deleted Orders<\/li>\n<li>Deleted Payments<\/li>\n<li>Discount Summary<\/li>\n<li>Invoice Profit Summary<\/li>\n<li>Sales Receipts Summary<\/li>\n<li>Sales Summary by Service Advisor<\/li>\n<li>Service Advisor Posted Orders<\/li>\n<li>Technician Commission<\/li>\n<li>Technician Pay Hours<\/li>\n<\/ul>\n<p><strong>Inventory Reports<img loading=\"lazy\" decoding=\"async\" class=\" wp-image-55907 alignright\" src=\"https:\/\/mitchell1.com\/wp-content\/uploads\/2024\/12\/Inventory-Date-Range-1.jpg\" alt=\"\" width=\"346\" height=\"174\" \/><\/strong><\/p>\n<ul>\n<li>Inventory Part Sales<\/li>\n<li>Inventory Price Deviation<\/li>\n<li>Inventory Returns<\/li>\n<li>Low Inventory by Vendor<\/li>\n<li>Manual Quantity Update<\/li>\n<li>Purchase Orders \u2013 Outstanding<\/li>\n<li>Stock Items on Order<\/li>\n<li>Zero Stocking Level Sales<\/li>\n<\/ul>\n<p><strong>Management Reports <img loading=\"lazy\" decoding=\"async\" class=\" wp-image-55898 alignright\" src=\"https:\/\/mitchell1.com\/wp-content\/uploads\/2024\/12\/tim-3-7.jpg\" alt=\"\" width=\"376\" height=\"202\" \/><br \/>\n<\/strong><\/p>\n<ul>\n<li>Business Summary<\/li>\n<li>Current Technician Assignment<\/li>\n<li>Work In Progress<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>Click on the report and then make employee, category and\/or date range selections as appropriate. In a few seconds, the report will be displayed in your browser.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-55904\" src=\"https:\/\/mitchell1.com\/wp-content\/uploads\/2024\/12\/Tim-6-6.jpg\" alt=\"\" width=\"497\" height=\"350\" \/><\/p>\n<p>Look for trends or specifics as you like. Shop activity such as changing document status or posting of an Invoice will be reflected in the Shop Reports remote viewing just a few minutes later.<\/p>\n<p>This report access is protected by a separate password function that doesn\u2019t interfere with your shop\u2019s existing security setting (Reports \u2013 Print) that controls local full reports access. (Detailed in Shop Reports Configuration video below)<\/p>\n<p>Two videos are available; the first is a quick demo and the other explains basic requirements and security configuration.<\/p>\n<p><strong>Shop Reports Configuration<\/strong> (4 min):<\/p>\n<p><iframe loading=\"lazy\" title=\"Shop Reports Configuration - Manager SE\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/eChKA0ydVmo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p><strong>Shop Reports Demo<\/strong> (2 min):<\/p>\n<p><iframe loading=\"lazy\" title=\"Shop Reports Demo - Manager SE\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/f-hPPCJhmIM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n<p>Shop Reports is another new Manager SE feature made possible by SE Connection and our hybrid cloud shop management strategy!<\/p>\n<p>&nbsp;<\/p>\n<h2 style=\"text-align: center\"><strong>Want to learn more about <\/strong><strong>Manager SE <\/strong><\/h2>\n<h2 style=\"text-align: center\"><strong>shop management?<\/strong><\/h2>\n<h2 style=\"text-align: center\"><strong><u><a href=\"https:\/\/mitchell1.com\/support\/demo-request\/\">REQUEST A FREE DEMO!<\/a><\/u><\/strong><\/h2>\n","protected":false},"excerpt":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\" wp-image-55967 alignleft\" src=\"https:\/\/mitchell1.com\/wp-content\/uploads\/2021\/03\/MSE-Shop-Report.jpg\" alt=\"\" width=\"200\" height=\"200\" \/>Shop owners or managers want to track how things are going back at the shop while they are away. They need to view reports from wherever they happen to be. With the new online Shop Reports feature in Manager SE, now they can! Learn all about this new feature from our own Tim McDonnell, Sr. Product Marketing Manager for ManagerSE.<\/p>\n","protected":false},"author":1,"featured_media":9181,"parent":0,"template":"","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":""},"shopconnection-category":[1630],"shopconnection-tag":[1291],"class_list":{"0":"post-6391","1":"shopconnection","2":"type-shopconnection","3":"status-publish","4":"has-post-thumbnail","6":"shopconnection-category-shop-management","7":"shopconnection-tag-manager-semanagersemitchell1reportsshop-management","8":"entry"},"acf":[],"_links":{"self":[{"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/shopconnection\/6391","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/shopconnection"}],"about":[{"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/types\/shopconnection"}],"author":[{"embeddable":true,"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/users\/1"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/media\/9181"}],"wp:attachment":[{"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/media?parent=6391"}],"wp:term":[{"taxonomy":"shopconnection-category","embeddable":true,"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/shopconnection-category?post=6391"},{"taxonomy":"shopconnection-tag","embeddable":true,"href":"https:\/\/mitchell1.com\/wp-json\/wp\/v2\/shopconnection-tag?post=6391"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}