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13 posts tagged with "reporting"

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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 08-11-24

· One min read

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.

Changes for 06-21-24

· One min read

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