AutoLeap daily report: the Morning Exception Report, with the two questions to send and six lines to watch

The Morning Exception Report is a short list that lands before the shop opens and names only what needs a person today. For AutoLeap, the report itself is the easy part. The hard part is getting the numbers out every morning without someone remembering to do it. So the guide starts where the video did, with the two questions to send AutoLeap, and then gives you the six lines to watch with a rule for each.

1. Ask AutoLeap in writing whether your plan can schedule exports. AutoLeap's reporting page lists sales, labor costs, billable hours, discounts and inventory, with exports to PDF and Excel, but it does not mention scheduled or emailed reports.
2. Ask about the partner API. A third-party review from Supergood says the Partner ID and Auth Key come through an AutoLeap contact, not a settings screen.

A manual export works for a trial, not a habit. If the answer to both questions is no, you still have a report, but plan on it fading the first busy week.

Who this is for

An owner or service manager at an auto repair shop that runs on AutoLeap and already looks at numbers, just not every day. You want to know each morning which estimates went quiet, which repair orders stalled, and where hours, discounts, parts or money look off, without opening six screens. If you already open the AutoLeap dashboard every morning and act on it, you may not need any of this.

What you need before you start

• An AutoLeap login with access to reports, and the name of your AutoLeap account contact or support address.
• About 20 minutes to send two emails and file the answers.
• A shared folder or inbox where exported files or API data will land.
• One person who will read the report each morning and one person who can act on it (often the same person).
• Your own thresholds. The rules below use example numbers. Change them to fit your shop.

Question 1: can our plan schedule exports?

AutoLeap's page says you can share, export, or analyze the data directly from your dashboard, and export reports in PDF and Excel. It does not say a report can run on a schedule or arrive by email. That might mean the feature does not exist, or only that the page does not describe it. You find out by asking, and you ask in writing so the answer is on file when your plan or your rep changes.

Send this to your AutoLeap contact or support (copy it as is and fill the brackets):

Subject: Scheduled report exports on our plan

Hi, we are [shop name], on the [plan name] plan. We want a daily file of our reports without someone exporting it by hand. Can our plan run reports on a schedule and send or save them automatically? If yes, which reports, in which format (PDF or Excel), and where do they go (email, folder, download link)? If not, is it on a higher plan or on your roadmap? Thanks, [name]

What to do with the answer:

1. Yes, and Excel arrives on its own. Schedule the reports behind the six lines below for an hour before opening. This is the cheapest route.
2. Yes, but only PDF. PDFs are hard to read reliably by machine. Ask whether Excel is possible on a schedule before building on PDF.
3. No. Move to question 2. Do not build a process that depends on someone exporting by hand each morning.

Question 2: is the partner API open to our shop?

According to Supergood's AutoLeap API report card, developers must request access manually through an AutoLeap contact, and the Partner ID and Auth Key are gated on a paid subscription and a partnership. The same page lists repair orders, payments, technician timesheets, customers, vehicles, items and inventory among the resources, and says webhooks are not documented and there is no public sandbox. Supergood sells integration services, so treat this as a third-party summary and confirm each point with AutoLeap.

Send this as a second email, or add it to the first:

Subject: Partner API access for [shop name]

Hi, we would like a read-only daily report built from our AutoLeap data. Is the partner API available to our shop on our current plan? If so, how do we request a Partner ID and Auth Key, is there a cost, and which data can it read (repair orders, estimates, payments, technician timesheets, inventory)? Are there rate limits or a test account we should know about? Thanks, [name]

What to do with the answer:

1. Yes. Ask for read access only. The report reads data; it never edits a repair order.
2. Yes, with a fee or a partner requirement. Write down the cost and the conditions, and compare them with question 1's answer before deciding.
3. No. If question 1 was also no, the honest option is a manual export with a calendar reminder, run as a two-week trial, then decide whether it is worth more effort.

The six lines to watch, with a rule for each

These come from the data AutoLeap's own page says it tracks. Each line appears in the report only when its rule fires. On a normal morning most lines are empty, and that is the point.

Line	AutoLeap data it reads	Example rule (set your own)
Quiet estimates	Estimates and repair orders	Sent, no customer answer after 3 days
Stalled work	Open repair orders	No status change since yesterday morning
Technician hours	Attendance, billable hours, estimated vs actual hours	A tech under their usual billable hours two days running, or a job well over its estimate
Margin watch	Discounts, labor, fees	Discounts this week above your usual weekly range
Inventory	Stock levels, unused inventory	A part below its reorder level, or stock unused for 90 days
Money	Payments	A balance open past your terms

How to write each rule:

1. Quiet estimates. Pick the day count after which you would call. List the oldest first, with the customer name, the work and the amount, so the advisor can call without opening anything.
2. Stalled work. "Open repair order with no status change since yesterday morning." Leave out orders that are waiting on a part you already know about, or the line fills up and gets ignored.
3. Technician hours. Compare a tech with their own recent average, never with another tech. Flag two days in a row, not one, so a slow Monday does not start a conversation.
4. Margin watch. Write down your normal weekly discount range first. The line fires only when this week is above it, and names the repair orders that carried the discounts.
5. Inventory. Two rules: below reorder level (order today) and unused for a long time (decide whether to return it). Keep them on one line so inventory takes one glance.
6. Money. Use your own payment terms. Sort by days past terms, oldest first.

What the report looks like

This is an example with demo data for a made-up shop, Maple Street Auto. It is not a result from a real shop.

Line	Today
Quiet estimates	#E-2231 Tran, brake pads and rotors, $860, 3 days; #E-2236 Reyes, alternator, $640, 4 days
Stalled work	none
Technician hours	none
Margin watch	none
Inventory	1 part below reorder level
Money	1 balance past terms

Each line with something in it gets a suggested next step as a draft, such as "Call Mr. Tran about estimate #E-2231." A person approves or skips it. Nothing goes to a customer without that approval, which is also Cortex's default for any agent: the default for sending is no until you open that path.

Set it up this week

1. Send both emails on Monday. Log the date and who answered.
2. While you wait, copy the six-line table into a sheet and write your own rule in each row. Delete lines you would never act on.
3. When the answers come back, pick the route: scheduled Excel files, the partner API, or a two-week manual trial.
4. Run the report next to your current habit for two weeks. Each morning, mark whether each line was right, wrong or missing something.
5. At the end of week two, cut any line you ignored twice and tighten any rule that fired too often.
6. Once a month, check three flagged items against AutoLeap itself.

What to watch out for

• Accuracy. In the Federal Reserve Banks' small business survey, firms already using AI named accuracy (46%) and adapting tools to business needs (43%) as their top challenges. A report that is wrong once gets ignored, so the monthly spot check matters.
• Bad input. If advisors close repair orders late or log time at the end of the week, the report will repeat that. Fix the habit, not the report.
• Too many lines. A morning report with 20 items is a dashboard. Keep it to the six lines and let most of them stay empty.
• Write access. The report should never change a repair order, a price or a customer record. Ask for read-only access on either route.

How to tell it worked

• After two weeks, the report flagged everything you would have found by hand, and you cut at least one noisy rule.
• Quiet estimates get a call within a day of showing up.
• Nobody has to remember to export anything for the report to arrive.
• On a good day the report is almost empty, and you trust that it is empty for a reason.

For the longer version of how AutoLeap reports feed a daily summary, read AutoLeap reporting automation for shop owners. The AutoLeap AI integration guide covers where an outside agent fits next to AutoLeap's own AI features. If you want help mapping your own reports to these six lines, that is what the free AI Operations Audit is for.