The Workshop module provides a range of reports covering asset costs, maintenance history, parts usage, fuel, and purchasing. Most reports are generated as Excel exports accessed via Triple Dot Menus throughout the module.
These reports are available from the Workshop → Assets list page Triple Dot Menu.
| Report | Description |
|---|---|
| Export to Excel | Exports all asset details including tech specs, component and parts registers, last inspection date, and fatigue regulated vehicle flag. Results are filtered by any list filters applied. |
| Export Oils, Filters & Belts to Excel | Exports assets with their oils, filters, and belts from the parts register. |
| Export Service Details to Excel | Exports assets with last and next service information. |
| Export CUBIC Info for All Assets | Exports assets with CUBIC integration data. |
| Export Components Register to Excel | Exports assets with all component register entries including serial numbers and service intervals. |
| Export Fuel Report to Excel | Exports all fuel entries within a date range, itemised by asset. |
| Export Fuel Consumption Report to Excel | Exports fuel and AdBlue consumption per asset for a date range, including km travelled and L/100km. |
| Asset Costs Report | Exports a cost summary across multiple assets — similar to the detailed parts and labour report but run across a selection. Added in the latest release. |
The following reports are available from within the Manage Asset page Triple Dot Menu.
| Report | Description |
|---|---|
| Generate Asset Job Detailed Parts And Labour Report | Outputs cost of parts and labour for all jobs on the asset within a date range. Select Internal (cost) or External (billed) rates. Includes a depot filter. Depot filter added in 2025. |
| Generate KMs Report | Outputs kilometres travelled during a given time period. |
| Generate Asset Report | Outputs the full asset specification including tech specs and parts register. |
The Maintenance Cost Report is accessible from Workshop → Assets → Triple Dot Menu → Export Maintenance Costs Report to Excel
It summarises the total cost of maintenance across assets for a specified date range, broken down by job type and asset.
Job sheets are printable PDFs for individual jobs and tasks.
| Report | How to access |
|---|---|
| Print Job Sheet | Open a job or task → Triple Dot Menu → Print Job Sheet. Prints a work order sheet for mechanics. The Print Settings in Workshop Settings control which sections (tasks, parts, or both) appear on the sheet. |
| Generate External Job Work Order Report | Open a job → Triple Dot Menu → Generate External Job Work Order Report. Produces a billable summary PDF for invoicing asset owners. |
🧠 Learn more: Workshop Settings — Print Settings section
| Report | How to access |
|---|---|
| Parts Reorder Report | Workshop → Parts → Triple Dot Menu. Lists parts below minimum stock levels. |
| Export Consumable Transactions to Excel | Part Transactions Triple Dot Menu. Exports all consumable parts purchased in a date range. Added in the latest release. |
| Report | How to access |
|---|---|
| Purchase Order Budget Report | Workshop → Purchase Orders → Triple Dot Menu. Shows PO spend by category. |
| Purchase Transactions Export | Workshop → Purchase Orders → Purchase Transactions. Exports supplier invoices and credits for import into accounts payable. |
| Report | How to access |
|---|---|
| Export Fuel Report to Excel | Assets list page Triple Dot Menu. Itemised fuel entries by asset for a date range. |
| Export Fuel Consumption Report to Excel | Assets list page Triple Dot Menu. Fuel and AdBlue consumption with L/100km calculations. |
🧠 Learn more: Fuel Consumption Report
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