Reports User Interface

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Johnny5
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Reports User Interface

Post by Johnny5 »

A small modification being made
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ricmorin
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Re: Reports User Interface

Post by ricmorin »

Nice layout. Clean and organized.
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Re: Reports User Interface

Post by Rich »

Love the "favorites" idea! And like Ric says, the looks are great.
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Re: Reports User Interface

Post by Johnny5 »

Rich wrote:Love the "favorites" idea! And like Ric says, the looks are great.
Did you also notice the eMail button? :)
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Re: Reports User Interface

Post by Rich »

Johnny5 wrote:
Rich wrote:Love the "favorites" idea! And like Ric says, the looks are great.
Did you also notice the eMail button? :)
Actually, no I didnt. Some how I killed my email...it doesn't work for me any more. Its in our system, and its WAY over my head to fix. :wink: I am sure one day I will be super happy for you! 8)
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Re: Reports User Interface

Post by ricmorin »

So what's the deal with ePay reports? Is this some type of service?

That button [ePay] is linked to xCharge, they have their own suite of reports detailing credit card transactions via their portal.
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Re: Reports User Interface

Post by Pauls Automotive »

Looks great John :)
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Re: Reports User Interface

Post by Gerald Martin »

That looks like a good direction to go John.

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Re: Reports User Interface

Post by Gerald Martin »

I like the larger size of that window. Why can't we have a realistic size window for labor item work performed description? I've been making some canned jobs and typing up the descriptions in Word because of having to scroll so much on the labor item window...some of this stuff was designed for CRT screens of the 90's not today's HD+ monitors! I hope there are more changes to modernize this coming up soon...

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Re: Reports User Interface

Post by GUTHTIRE »

The proposed Reports User Interface looks good and at this point is a nice to have since the old interface is currently working.

I would prefer to see a few of the other items implemented ahead of something that's already working. Since we do not have access to the development schedule it would be preferable, for us at least, to see the following first:
  • Check for email address assigned, working in a similar fashion to that of 'Out' mileage is zero or less less than 'In' mileage
    Customer name from Telephone List -> Notes/Name field (not Ext. field) printed beside phone number on tech worksheet, RO & Invoice...should be Display checkbox aware
    A few build-in/automatic features for most common jobs e.g. automated lookup from the database on the last oil change performed...we shouldn't need to manually cut/paste to/from a Revision for such routine maintenance.
    Checkbox between E-mail and Remarks on the Customer screen which grays out the E-mail. We shouldn't need to add fictitious data in the email field to denote the customer doesn't use email (#1. from above should be aware of this grayed out E-mail field)
    Inventory List needs to incorporate Size for Wheel & Tires, currently when category is set to "Wheels & Tires" and you select Search the list shows the Size. When you select Print the Size is omitted.
    When you select Inventory "Search" is the default. In an RO when you select the Tires tab Search is not defaulted thereby wiping out any parameters entered if you hit enter or OK.
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Re: Reports User Interface

Post by AMPAUTO »

I see this was posted back in May, anytime frame on when we might see this in an update?
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Re: Reports User Interface

Post by Silky7 »

Fairly soon. We're on track to have a release candidate in early August. :)
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Re: Reports User Interface

Post by Johnny5 »

The updated print menu (and many other refinements) is in the next version slated for release early August (close):

Updated Reporting menu:
Re-organized Reports to support setting frequently used reports (Favorites)
Added word search to each report tab to make finding a report faster
Each report tab shows which reports have been added to Favorites
Email function added to email most reports
Dialog Now Resizable
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