--- title: Ready-Made Reports in WickedFile (Custom Reports Tab) description: 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. --- [Skip to content](https://help.wickedfile.com/knowledge-base/ready-made-reports-in-wickedfile-custom-reports-tab#main-content) [![WF-LOGO-RGB\_ICON-WHITE-1](https://help.wickedfile.com/hs-fs/hubfs/WF-LOGO-RGB_ICON-WHITE-1.png?width=50&height=60&name=WF-LOGO-RGB_ICON-WHITE-1.png)](https://23975302.hs-sites.com/knowledge-base?hsLang=en) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [WickedFile Service Bay](https://help.wickedfile.com/knowledge-base?hsLang=en) 2. [Features & Capabilities](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en) 3. [Custom Reports](https://help.wickedfile.com/knowledge-base/features-capabilities?hsLang=en#custom-reports) # Ready-Made Reports in WickedFile (Custom Reports Tab) ## WickedFile offers a collection of pre-built reports located under the Custom Reports tab. While these reports come preconfigured, users can fully customize them using filters and save their own versions. Note - While Ready-Made Reports are active in WickedFile, it is highly recommended for all users to utilize the AP Hub as their one-stop workflow. [Please read more about using the AP Hub.](https://help.wickedfile.com/knowledge-base/what-is-the-ap-hub?hsLang=en) Reports are organized by recommended 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. ![Screenshot 2025-11-12 at 3.16.30 PM](https://help.wickedfile.com/hs-fs/hubfs/aircall/mms/90138917500/Screenshot%202025-11-12%20at%203.16.30%20PM.png?width=670&height=343&name=Screenshot%202025-11-12%20at%203.16.30%20PM.png) ย  ### **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**. ![Screenshot 2025-11-12 at 3.23.51 PM](https://help.wickedfile.com/hs-fs/hubfs/aircall/mms/90138917500/Screenshot%202025-11-12%20at%203.23.51%20PM.png?width=670&height=343&name=Screenshot%202025-11-12%20at%203.23.51%20PM.png) ย  ### **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. ![Screenshot 2025-11-12 at 3.32.49 PM](https://help.wickedfile.com/hs-fs/hubfs/aircall/mms/90138917500/Screenshot%202025-11-12%20at%203.32.49%20PM.png?width=670&height=343&name=Screenshot%202025-11-12%20at%203.32.49%20PM.png) ![Screenshot 2025-11-12 at 3.34.11 PM](https://help.wickedfile.com/hs-fs/hubfs/aircall/mms/90138917500/Screenshot%202025-11-12%20at%203.34.11%20PM.png?width=670&height=344&name=Screenshot%202025-11-12%20at%203.34.11%20PM.png) --- #### **Report Categories and Descriptions** ### **๐Ÿ“… 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. | ### **๐Ÿ“† Weekly Reports** | **Report Name** | **Purpose** | | --- | --- | | **Uncredited Cores** | Cores returned to vendors without corresponding credit received. | ### **๐Ÿ“… 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. | ### **๐Ÿ“Š 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. | ### **โš™๏ธ 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 havenโ€™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. - [Getting Started](https://help.wickedfile.com/knowledge-base/getting-started?hsLang=en#main-content) - [AP Hub](https://help.wickedfile.com/knowledge-base/getting-started?hsLang=en#ap-hub) - [Setup & Integrations](https://help.wickedfile.com/knowledge-base/setup-integrations?hsLang=en#main-content) - [Shop Management System Integrations](https://help.wickedfile.com/knowledge-base/setup-integrations?hsLang=en#shop-management-system-integrations) - [Document Uploading Integrations](https://help.wickedfile.com/knowledge-base/setup-integrations?hsLang=en#document-uploading-integrations) - 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