How To: Export Data in RepairQ

In RepairQ, managers can download export files from RepairQ as Excel formatted spreadsheets. These Excel exports are useful for maintaining records and quickly viewing details about your business. Everything from customers to inventory items can be exported. Many of the reports in RepairQ are also able to be exported.

Export data will be limited by any filters set for that list. Filters will be helpful in creating custom reports. It is also important to remember that large system exports can cause your RepairQ instance to slow down significantly. Large exports will take a long time to finish.

Whenever possible, use a smaller more specific export in favor of a large one. Exports that are considered too large usually span multiple locations and cover many catalog items. Use best judgement when deciding on reports to export.

To export data:

Look for the "Export" and "To Excel" buttons across RepairQ.

These buttons are often seen at the top of the table or report being viewed. With the new 1.17 release, Export buttons for Tickets, Customers, Inventory, and Catalog pages can be found by selecting the Action Menu toward the right of the page, as shown below.

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Exports available in RepairQ Reports:

  • Ticket Queue
  • Inventory List
  • Customer List
  • Catalog Item List

Accounting Reports

  • Summary Report
  • Revenue Report
  • Cost of Goods Report
  • Cost of Service Report
  • Cost of Refurbs Report
  • Wage Expense Report
  • Inventory Expense Report
  • Cash Flow Summary Report (Exports the Cash Flow Detail Report)
  • Cash Flow Detail Report
  • Tax Report
  • Warranty Claims Report
  • Tickets Unpaid Report
  • Receivables Report
  • Invoice Aging Report

Sales Reports

  • Profitability by Ticket Report
  • Profitability by Item Report
  • Sales Summary by Item Report (exports the Sales Details by Item Report)
  • Sales Details by Item Report
  • Sales Summary by Zipcode Report (exports the Sales Detail by Zipcode Report)
  • Sales Details by Zipcode Report
  • Sales Summary by Staff Report (exports the Sales Detail by Staff Report)
  • Sales Details by Staff Report
  • Sales Summary by Customer Report (exports the Sales Detail by Customer Report)
  • Sales Detail by Customer Report
  • Sales Summary by Company Report (exports the Sales Detail by Company Report)
  • Sales Detail by Company Report
  • Sales Summary by Referral Report (exports the Sales Detail by Referral Report)
  • Sales Detail by Referral Report
  • Sales Summary by Customer Segment Report (exports the Sales Detail by Customer Segment Report)
  • Sales Detail by Customer Segment Report
  • Sales Summary by Device Report (exports the Sales Detail by Device Report)
  • Sales Detail by Device Report

Returns & Adjustments Reports

  • Returns Summary Report (exports the Returns Detail Report)
  • Returns Detail Report
  • Return Repairs Detail Report
  • Discounts Summary Report (exports the Discounts Detail Report)
  • Discounts Details Report
  • Waived Charges Summary (exports the Waived Charges Detail Report)
  • Waived Charges Detail Report
  • Negative Sales Summary Report (exports the Negative Sales Detail Report)
  • Negative Sales Detail Report
  • Price Override Summary Report (exports the Price Override Detail Report)
  • Price Override Report

Marketing Reports

  • Marketing List Report

Inventory Reports

  • Inventory Valuation Summary Report (exports the Inventory Valuation Detail Report)
  • Inventory Valuation Detail Report
  • Inventory Orders Report
  • Tradein Report
  • Repair Device Report
  • Inventory Usage Summary Report (exports the Inventory Usage Detail Report)
  • Inventory Usage Detail Report

Inventory Reports

  • Repairs by Device Report
  • Repairs by Tech Report
  • Repairs by Tech & Item Report
  • Returned Repairs by Tech Report

Note: For more detailed Inventory Exports, go to the Inventory Details page. There, you can filter for inventory in certain statuses, by date, or with keywords such as serial numbers.

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Productivity Reports

  • Repairs by Device Report
  • Repairs by Tech Report
  • Repairs by Tech & Item Report
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