Reports
Export to Excel II: Catalog of Operational Dumps
Summary: Use the large set of Excel dumps (rates, open invoices, server activity, WIP, etc.) for operational analysis. Quick answer Open **Export to Excel II** to access dozens of prebuilt “dump” spreadsheets including WinServe billing rate, open ...
Performance Report by Customer or Server
Summary: Run side-by-side performance analysis with breakdowns by job type, manner of service, averages, and percentages. Quick answer Use the **Performance Report** to measure turnaround and outcomes by Customer or Server; filter parameters and ...
Job Summary Report (Daily Totals)
Summary: Generate daily totals of jobs, cancellations, invoices, revenue/non-revenue, and fees by job type. Quick answer Use **Job Summary Report** to see a daily roll-up of counts and amounts across job types. What you need WinServe+ access ...
Custom Excel Reports (Design & Support)
Summary: Leverage Custom Excel Reports when the standard dumps don’t fit; Tristar can assist with design. Quick answer Use **Custom Excel Reports** to build tailored spreadsheets; Tristar Support can design reports at an hourly rate. What you need ...
Reports Overview: Built‑in, Custom Excel, and Report Generator
Summary: Choose the right reporting tool: built‑in PDF reports, Excel dumps, or the advanced Report Generator. Quick answer Use built‑in PDF reports for summaries, **Export to Excel** for operational spreadsheets, and **Report Generator** for ...