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Ready-Made Reports in WickedFile (Custom Reports Tab)

WickedFile offers a collection of pre-built reports located under the Custom Reports tab. These ready-made reports help users monitor repair orders, vendor activity, inventory movement, and financial accuracy. While these reports come preconfigured, users can fully customize them using filters and save their own versions.

Reports are organized by review frequency to support structured workflows:

  • Daily

  • Weekly

  • Monthly

  • Quarterly

  • No Frequency Set (On-Demand)

Using and Customizing Reports

Accessing Ready-Made Reports

  1. Go to the Custom Reports tab in WickedFile.

  2. Select the frequency category (Daily, Weekly, Monthly, etc.).

  3. Click on any report to open and view details.

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Filtering and Customizing

  • Each report includes dynamic filters that allow users to adjust date ranges, vendors, RO numbers, part types, status, and more.

  • Use filters to narrow results to only what you want to see.

  • After adjusting filters, you can overwrite the existing report or save it as your own custom report.

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Saving as a Custom Report

  1. Open a ready-made report.

  2. Apply preferred filters or sorting options.

  3. Select Save or Overwrite Report.

  4. Rename or store it for future use under My Custom Reports, if desired.

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Report Categories and Descriptions

📅 Daily Reports

Report Name

Purpose

PO Numbers for Review

Purchase orders that require approval or correction.

ROs for Review

Repair orders needing documentation, charges, or review.

 

📆 Weekly Reports

Report Name

Purpose

Uncredited Cores

Cores returned to vendors without corresponding credit received.

📅 Monthly Reports

Report Name

Purpose

Credits Not Applied to Statement

Vendor credits that exist but haven't been applied to statements.

Statements Missing Invoices or Credit Memos

Vendor statements missing expected invoices or credits.

📊 Quarterly Reports

Report Name

Purpose

Deleted ROs

Repair orders deleted from the system for audit review.

ROs Open 30+ Days

Repair orders still open after 30 days.

ROs w/o Hazmat and/or Shop Supply Fees

ROs missing standard hazmat or shop supply charges.

⚙️ No Frequency Set (On-Demand Reports)

Report Name

Purpose

Document Review

Documents awaiting approval or attachment.

Fees Incurred

Summary of recorded fees for auditing.

Inventory In

Items received into inventory awaiting reconciliation.

Inventory Out

Inventory removed, issued, or sold without full documentation.

PO Numbers for Review (Credit Memos)

Purchase orders tied to credit memos needing review.

Parts Not Sold or Credited

Parts in inventory that haven’t been sold or credited.

Risky Transactions to Spot Check

Unusual or high-risk transactions flagged for review.

Shipping Incurred

Shipping charges entered but not yet verified or matched.

Shop Supplies

Review of shop supply charges for consistency.

Tax Incurred

Taxes applied to ROs or invoices for auditing and compliance.

Best Practices

  • Use filters to tailor the report to your current workflow or audit needs.

  • Save commonly used filters and settings as your own custom reports.

  • Review Daily and Weekly reports for fast issue detection.

  • Use Monthly and Quarterly reports for reconciliations and vendor management.

  • Regularly export and archive reports for compliance and internal documentation.

Need Help?

If you need support customizing or saving reports, contact your account administrator or WickedFile Support.