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61 posts tagged with "dashboard"

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Changes for 12-13-24

· One min read

The following changes have been pushed to production on December 13, 2024

  • Improved UX for RO Note pop-over when the user closes the note
  • Moved the RO Note column next to the RO # column on most pop-ups
  • Removed the Labor Type module on the Service Heat Sheet in favor of the Labor Types page
  • Fixed issue where the logged in user's name was being used for the author of notes instead of the real author
  • Improvements for stability and performance for DealerTrack processes

Changes for 12-05-24

· One min read

The following changes have been pushed to production on December 05, 2024

  • Service Advisor section not populated with data on 1st and 2nd of month.
  • Various Heat Sheet modules not populated with data on 1st and 2nd of month.
  • Export RO notes from Administration.
  • Fix issue where unmapped technicians are not set to Main shop by default.
  • Generated PDFs are unable to be downloaded on Chrome browsers.

Changes for 11-22-24

· One min read

The following changes have been pushed to production on November 22, 2024

  • Increased security posture on the API gateway.
  • Fix issue where the penetration % was incorrect on the Labor Types page.
  • Fix issue on the HeatSheet's 'CP 1-Line ROs' Summary where ROs were being double counted with advisors and techs.
  • Fix issue where 'Missing Tech' was not showing up in Open ROs employee filter.
  • Labor Type page's Category filter was not accurately returning all data when all categories were selected individually.
  • Update HeatSheet Account Number change process.
  • Update hydration of cached API results.
  • Prep for DealerTrack data to go live

Changes for 10-24-24

· One min read

The following changes have been pushed to production on October 24, 2024

  • Fixed issue on Totals section for Used Car Inspections when 'Closed' is selected.
  • Add totals to XLSX generated report for Op Code and Labor Type pages.
  • Fix issue on Op Code page where models are not filtered down when a make is selected.

Changes for 10-20-24

· One min read

The following changes have been pushed to production on October 20, 2024

  • Updated totals UI on the 'Exceptions' pop-up.
  • Updated totals UI on the 'Used Car Inspections' pop-up.
  • Added better filtering capabilities for employees and make/model on the Labor Types and Op Codes pages.
  • Added more logic to clear up labor type discrepancies between the Labor Types page and Labor Type pop-up in a couple circumstances.

Changes for 09-27-24

· One min read

The following changes have been pushed to production on September 27, 2024

  • Fix issue where Wholesale Analysis module items and totals on the dashboard does not equal Wholesale totals in AI Statement.
  • Fix sorting issue on Open ROs where the largest Days Open are not always sorted correctly.
  • Fix mislabeled total and rearrange totals on Service Advisor Performance pop-up.

Changes for 09-26-24

· One min read

The following changes have been pushed to production on September 26, 2024

  • Labor Type page doesn't reload filtering options when Dealership is switched.
  • WIP Pop-up Download XLSX formatting issue.
  • Add Make/Model to filter and revamp the UX for Labor Type and Op Code pages.
  • Add new total calculations to Labor Type and Op Code pages.
  • Change dealership inventory number field from Number to a String.
  • Report generation issues with AI Statement Mapping in Administration.
  • Labor Type counts on the Labor Types HeatSheet are slightly more than on the Labor Types page.
  • Remove default date closed on RO Digital Copies when the RO is open.
  • RO Count value doesn't change when filtering is changed on Open ROs pop-up.

Changes for 09-15-24

· One min read

The following changes have been pushed to production on September 15, 2024

  • Add the ability to allow Open RO data on the Op Code and Labor Type pages.
  • Notifications were not being shown on the new notification system.
  • Add a month selector option that sets the date for all the pages and pop-ups on the Dashboard.
  • The calculated ELR total on the Labor Types page is incorrect.
  • Data on the Op Code and Labor Type Anaylsis pages were not aligned to the column headers above.
  • Line total was incorrect when multiple labor types were on a single line on the RO Digital Copy.

Changes for 08-23-24

· One min read

The following changes have been pushed to production on August 23, 2024

  • Fix initial onboarding process to allow new DMS data sources.
  • Add total calculations to Labor Type Analysis page.
  • Fix issue when navigating back to the Service page from Parts and the CP numbers show as a small size in the Service Advisor Performance section.
  • Fix issue when generating End-of-Month report where a dealership does not have data from last year for comparison.
  • Fix Repair Order line labor total to include all labor sales.
  • Revert default sort on Open ROs and WIP pop-ups to show oldest 'Days Open' first.
  • Add a 'Status' filter to the Open ROs pop-up to help filter by the RO status.

Changes for 08-16-24

· One min read

The following changes have been pushed to production on August 16, 2024

  • Fix issue where Parts Inventory Analysis thresholds are not being applied.
  • Set default percentage on Inventory Analysis to be 0.0%.
  • Fix issue where account numbers are duplicated on the AI Statement Mapping page.
  • Fix issue where AI Statement page turns white when values are null.
  • Implement optimizations of database tables that were created in preparation for Dealertrack.