Features
Operational reporting that runs the business
Pre-built dashboards for sales, service, parts and rental — plus exports for any custom analysis you need.
Overview
MDMS reporting is built to run the business day to day, not just to look back at it. Pre-built, role-aware dashboards cover sales, service, parts and rental, so each person sees the numbers that matter to their department. Department KPIs are presented in context, and every figure is backed by the underlying audit trail, so the numbers you act on are numbers you can trust.
The reporting is designed to be explored, not just read. Pick the dashboard for your role, then drill into any number to see the source records behind it, so a headline figure is always one click from its detail. When you need to go further, export to CSV or Excel for custom analysis, or schedule reports for distribution so the right people get the right figures on time.
What's included
- Role-aware dashboards
- Department KPIs
- CSV and Excel exports
- Audit-trail backed
How it works
- Pick a dashboard for your role
- Drill into any number to its source records
- Export or schedule for distribution
Inside Reports & Dashboards
Real screens from MDMS — captured from the live application, not mock-ups.
Role-aware KPI dashboards over live data — revenue, open work orders, fleet utilisation and overdue AR — with drill-through charts and one-click export to XLSX.
Works with
Sales & Quoting
CPQ-grade quoting tuned for capital equipment: configurations, deal-attached trade-ins, deposits and commission tracking baked in.
Service & Work Orders
Schedule workshop jobs, capture parts and labour, invoice from the work order and feed the unit's full service history.
Finance & Invoicing
Customer invoicing, supplier bills, payments and statement runs — designed to feed Xero cleanly.