Customize the Parts Profit With Excluded Categories Report

How to customize the Parts Profit report in Report Pro

Things To Note

  • Under the Accounting folder in Report Pro is a report called Parts Profit with Excluded Categories. Use Customize Parts Profit to separate selected categories from the general parts profit. This will create 3 sections for parts profit calculation, one for parts except where the category is segregated, one for the segregated categories and one for the overall.

  • A couple of common categories that are useful to exclude are Tires and Batteries due to the typically low markup associated with them.

How To

  1. Open your Report Pro software

  2. On the left of Report Pro under the Accounting File heading select PARTS PROFIT WITH EXCLUDED CATEGORIES

    1. From the Parts Profit with Excluded Categories Report

      1. Select the start date for the report

      2. Select the end date for the report

      3. In the Excluded Categories

        1. Select the checkboxes next to the corresponding categories you would like to exclude

      4. Select the refresh button marked with 2 blue arrows (the report will refresh and update)