Reports & Analytics
Know Everything. Miss Nothing.
AGX gives you multiple ways to see your business data — real-time dashboards, structured sales reports, master data tables, invoice breakdowns, and AI-generated answers on demand. Every number your shop produces, visible and actionable.
Sales Reports
The Numbers That Run Your Business
The AGX Sales Reports section gives you a structured breakdown of your shop’s performance — revenue by date range, job volume, CSR output, technician efficiency, and order status. Filter by shop, by team member, or by time period and export in seconds.
- Revenue and jobs chart: daily, weekly, monthly views
- CSR scoreboard: quotes sent, conversions, revenue attributed
- Technician scoreboard: jobs completed, efficiency, performance
- Orders needing review: flagged jobs requiring action
- Filter by shop, date range, team member, or job type
- Export to CSV, PDF, or Excel
Master Data
Your Business’s Source of Truth
Master Data is a dedicated reporting module in AGX that serves as a clean, queryable view of every record in your system — customers, jobs, vehicles, parts, pricing, and more. Whether you’re auditing accounts, preparing for a review, or building a custom export, Master Data gives you the raw, unfiltered view of your operation.
- Full customer database with all associated jobs and billing records
- Job and vehicle records with complete history
- Parts and pricing data across all transactions
- Filterable and sortable across all fields
- Exportable for use in external reporting or accounting
Invoice & A/R Reporting
See Every Dollar. Owed and Paid.
The AGX Accounts Receivable dashboard and invoice table give you a real-time financial picture of your shop. See what’s been paid, what’s outstanding, what’s overdue, and what’s partially paid — across every customer, every invoice, and every shop.
- Invoice table: filterable by status, date, customer, amount
- A/R dashboard: total outstanding, paid, overdue, partial payment
- Per-customer account statements with full payment history
- Batch QuickBooks Online sync — one click
- Export invoices and statements to PDF, CSV, or Excel
AI-Generated Reports
Stop Digging. Start Asking.
Every report in AGX can also be accessed by simply asking JACK AI. Instead of navigating menus and applying filters, type your question in plain English and get the answer instantly. No training required. No dashboards to configure.
- What are my unpaid invoices this month?
- Which technician completed the most jobs last week?
- What is my total revenue for Q1?
- List all jobs that are currently on hold.
- How many new customers did I get this quarter?
JACK AI surfaces the same data as your reports — just in a conversation instead of a dashboard.
Your data is already there
Every quote, work order, invoice, and payment your team processes is automatically captured in AGX. No manual export. No separate reporting tool needed.
View it your way
Open Sales Reports for structured breakdowns, Master Data for raw records, the Invoice table for billing details — or just ask JACK AI your question directly.
Act on it
Export what you need, share with your team, sync to QuickBooks, or use the data to coach your CSRs and technicians in real time.
Ready to Run Your Auto Glass Shop Smarter?
See AGX’s full reporting suite in a live demo — dashboards, AI reports, and Master Data, all in one platform.
Free setup · No credit card required · 15-minute walkthrough