13 posts tagged with "reporting"

The following changes have been pushed to production on June 07, 2026.

• The Technician Performance section has been redesigned
• The Service Advisor Performance pop-up has been redesigned
• Service Advisors now have individual benchmarks
• Service Advisor can now be grouped by shops
• Service Advisors Shops can have benchmarks
• Service Advisor & Technician Performance now includes guided user tours for the redesign
• Service Advisor & Technician Performance pop-ups allow customizable data table fields for users
• Op Code Analysis now shows a group total for total sold or "used" Op Codes
• Op Code Tracking button visbility removed from non-admin users
• Employees with similar names in the same role are now easier to tell apart
• Hover-over tooltips no longer appear on column sort headers
• Technician "Efficiency" has been renamed to "Productivity" across the dashboard
• The full list of Labor Types are down in the drop down for Labor Types page

The following changes have been pushed to production on April 05, 2026

• Excel report downloads have correct data types
• 'Test Miles' column is added to Warranty Audits pop-up
• 'General Inquiry' selection in support form submits correctly
• Long technician names no longer stretch into next column on Tech Performance

The following changes have been pushed to production on March 28, 2026

• Add "User Tour" feature
• Move 'Notes' column next to RO # on Labor Types page
• Move 'Notes' column next to RO # on Op Codes page
• Include RO Notes in exported pop-up data
• Add ability to disable Download/Export Feature for new 'Employee - No Share' role
• Add Dominion DMS to Onboarding Wizard
• 'Share/Export' module moved to pop-up header
• General 'Search' in pop-ups moved to header
• Wholesale Analysis shows rolling 12-months Credits and Return %

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.