Updates and Improvements Made to Reports Module

Jan 27
By chelsea
Filed in Release Notes

Hey RepairShoprs -- Happy Monday!

Today we're sharing a special bonus update for you.

We renamed various reports within the Reports module to be more clear and intuitive, as well as alphabetized them so they're easier to locate within each Report section.

Pro Tip: Using an old report name within search will still work properly and return the new report name as a result (in addition to the old name).

Check out the table below for a reference of the old vs new names. 

Enjoy!

Report Name Changes
Report Category Old Name New Name
Customers
Customers
Customers
Customers
Customers
Customers
Customers
Customers
Customers
Customers
Customers
Customers
Email and SMS
Email and SMS
Email and SMS
Employees
Employees
Employees
Employees
Employees
Employees
Inventory
Inventory
Inventory
Inventory
Inventory
Inventory
Inventory
Invoices
Invoices
Invoices
Invoices
Invoices
Payments
Payments
Payments
Profit and Loss
Profit and Loss
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Sales
Tax
Tickets
Tickets
Tickets
Tickets
Tickets
Tickets
Tickets
Tickets
Tickets
Tickets
Warranties
Customers Credit Balance
Customer Detail
Customer Export To CSV
Customer Export To CSV (freshbooks)
Customer Map
Customers Open Balances
Customer Opt Outs
Pending Ticket Charges Report
Customers Prepay Hours Balance
Customer Purchases
Referral Report
Customers Ticket Count
Communication Log
Consumables Usage Report
Inbound Email Log
Credential Access Report
Performance Report
Employee Sales And Commission Report
Ticket Status By Tech
Tech Hours Report
Time Clock Report
Inventory Aging
Inventory Changes Report
Inventory Changes Report (by date)
Inventory Stockout Report
Inventory Valuation Report
Product Labels Report
Shrink Report
Invoice Aging
Invoice Export To CSV
Line Item Export
Recurring Invoices
Refund
Gateway Reconciliation Report
Payments Report
Unsettled Payments
Charts
Sales Summary (P&L)
Discounts Report
Daily Invoices Report
Daily Payments Report
Product Sales Report
Sales Detail Report
Overview
Customer Sales Summary Report
Z Reports
Daily Sales Report
Sales of Parts
Sales Tax
Tickets Created
Deleted Tickets
Tickets Pending Charges
Recurring Tickets
Tickets Resolved
Tickets Time To Resolve
Rework Tickets
Export To CSV
Tickets Time Tracking
Tickets Without Charges
Warranty List
Credit Balance By Customer
Customer Detail
Customer Export
Customer Export (freshbooks)
Customer Map
Open Balances By Customer
Opt Outs By Customer
Pending Ticket Charges
Prepay Hours Balance By Customer
Purchases By Customer
Referrals
Ticket Count By Customer
Communications Summary
Consumables Usage
Inbound Emails Summary
Credential Access
Performance
Sales And Commission
Ticket Status By Technician
Ticket Time By Technician
Time Clock
Aging Inventory
Inventory Changes
Inventory Changes By Date
Inventory Stockout
Inventory Valuation
Product Labels
Shrink
Aging Invoice
Invoice Export
Line Item Export
Recurring Invoices
Refund
Gateway Reconciliation
Payments Summary
Unsettled Payments
Charts
Profit And Loss Summary
Discounts
Invoices By Day
Payments By Day
Sales By Product
Sales Detail
Sales Overview
Sales Summary By Customer
Z Reports
Daily Sales
Parts Sales
Sales Tax
Created
Deleted Tickets
Pending Ticket Charges
Recurring Tickets
Resolved Tickets
Resultion Time Summary
Reworked Tickets
Ticket Export
Ticket Time Entry
Tickets Without Charges
Warranties By Expiration Date

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