10 posts tagged with "reporting"

The following changes have been pushed to production on November 15, 2025

• XLSX exported report now has the correct column headers when 'RO Only View' is selected on the 'Labor Types' and 'Op Codes' pages.
• Op Code values are correctly entered in the Op Code column when exporting a XLSX report from the 'Op Codes' page.
• DealerTrack customers that use sub labor types can now see them displayed in the Labor Types page alongside the primary labor type.

The following changes have been pushed to production on July 30, 2025

• Fixed an issue where and XLSX report had a divide by zero error causing an alert upon opening the document.

The following changes have been pushed to production on July 28, 2025

• Fixed an issue where repair order digital copies were not being generated when a RO number was clicked on.
• Fixed issues where XLSX reports were not being generated for the Service Advisor Performance and Technicain Performance pop-ups.

The following changes have been pushed to production on July 01, 2025

• 'High Return %' can be filtered against on for Wholesale accounts
• 'Stale Wholesale Accounts' data can now be viewed in the Wholesale pop-up
• A new administrative threshold named 'Warranty Tech Punch %' has been added
• 'Open Lines' values are now red when an RO is closed within the Open ROs pop-up.
• Improve report exporting of PDF/XLS for Op Code and Labor Types pages.
• Add 'RO Search' filtering to pop-ups.
• Add reporting capabilities for Toyota TLE report.

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.

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.

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.

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.

The following changes have been pushed to production on August 11, 2024

• Fixed issue to correct descriptions on AI Statement account mapping in Administration.
• Add 'Emergency Orders' to the Parts dashboard Heat Sheet.
• Update the Inventory Analysis pop-up on the Parts dashboard.
• Add 'No Bin Location' to the Parts dashboard Heat Sheet.
• Add 'New Parts Never Sold' to the Parts dashboard Heat Sheet.
• Add 'Verify On-Hand Quantity' to the Parts dashboard Heat Sheet.
• Add 'Parts on Open ROs' to the Parts dashboard Heat Sheet.
• Update Parts Heat Sheet modules with new features.
• Update Inventory Analysis section on the Parts dashboard with new data types.
• Add 'Delete Status' to the Parts dashboard Heat Sheet.
• Update Administration thresholds for the Parts dashboard Heat Sheet.
• Fixed issue where exported PDF is not sorted as changed by user.
• Fixed issue where AI Statement modals could disappear upon opening.
• Fix issue where Inventory Analysis Active threshold is using old calculation.
• Fixed issue where positive numbers weren't in black for Exceptions.

The following changes have been pushed to production on June 21, 2024

• Fixed issue where "Voided Repair Order" total value was not calculated correctly on the Exceptions pop-up
• Fixed an issue where the PDF export button for Technician Performance didn't generate a report
• Fixed an issue where the Excel export button for Technician Performance had the wrong name of the file and the sheet name within the file