RPT-12 · DASHBOARDS & REPORTS
YOUR WHOLE OPERATION ON ONE SCREEN
Workover ERP ships role-based dashboards for owners, shop supervisors, QA managers, and controllers, covering job margin, machine utilization, on-time delivery, DSO, and AP aging — every number live and drillable to the source transaction.
INSIDE THE PRODUCT
OVERVIEW
RPT-12 · 01
OWNER'S DASHBOARD
Open WO value, average margin, cash position, and delivery performance — the whole company in one view.
RPT-12 · 02
SHOP SUPERVISOR VIEW
Machine loading, queue by work center, late-risk jobs, and today's priorities.
RPT-12 · 03
CONTROLLER VIEW
DSO, AP aging, WIP reconciliation, and month-end status without spreadsheet archaeology.
RPT-12 · 04
QA MANAGER VIEW
Open NCRs, CAPA status, escape trends, and audit readiness.
RPT-12 · 05
DRILL TO THE TRANSACTION
Every number opens to the stamps, issues, and invoices behind it.
RPT-12 · 06
SCHEDULED & EXPORTABLE
Reports schedule to email and export to Excel or PDF for customers and banks.
DASHBOARDS & REPORTS IN FOUR MOVES
OPEN
The owner opens the operations overview: $2.41M open WO value, 31.4% average margin.
SPOT
On-time delivery dipped — the dashboard shows the bottleneck at MPI inspection.
DRILL
Two clicks reach the exact jobs waiting on inspection and the hours they have queued.
FIX
A second inspector is scheduled; the schedule agent confirms Friday ships are back on track.
FAQ
DASHBOARDS & REPORTS — QUESTIONS WE GET
What dashboards come standard?
Role-based dashboards for owners, shop supervisors, QA managers, and controllers, plus an operations overview. All are configurable without a consultant.
Can every number be drilled down?
Yes. Every KPI opens to the underlying transactions — clock-ins, material issues, invoices, and stamps — so a number is never a mystery.
Can reports be scheduled?
Yes. Any report can be scheduled to email daily, weekly, or monthly, and exported to Excel or PDF.
Do the AI agents use these reports?
Yes. The same live data feeds the AI agents, which watch the reports continuously and flag anomalies between the times humans look.
SEE DASHBOARDS & REPORTS ON YOUR DATA
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RELATED MODULES
AI Agents →Financials →Machine Shop →Sales & Quoting →