Workshop & Custom Reporting

Panel Quote has an arsenal of reports you can create at the click of the button. These range from simple general interest reports right through to advanced reports that allow you to analyse your business quickly, easily and with great accuracy.

Custom Reporting

Build reports around the information you need

Different people need different views of the workshop. Panel Quote lets you create custom sales reports by choosing the customers, reporting period, filters and fields that matter to you.

Simplified Panel Quote custom report builder showing filters, selected fields, report name, preview and save controls.
A simplified illustration showing selected example options. Open the image for a closer look.

Choose your scope

Focus on a customer or reporting period, then narrow the report with vehicle, repair and work source filters.

Choose your fields

Include the customer, vehicle, repair and sales information you need, without filling the report with unwanted detail.

Use the results

Name your report, preview your selections and export the results to CSV for further analysis.

Report Sample

Reporting