Need Report For New Clients?

[JORDAN WEINE]

Good day to all.
We are new to the system, In our last system using for 30+ years LOL.
We were able to print a report to list NEW TO OUR SHOP customers and what they
have spent first time in.
We have always found this report to be a good way to see our growth and
ROI on advertising .
Is there such a report that we can't find or is there one in the works ?

Thanks Jordan
Bay Diagnostic

[ricmorin]

Welcome to the Forum.

This is a good report to have. You can obtain new customer data by using the follow up report suite, however customer spending is not included. If you have the Report Pro add-on, there is that exact report available. It provides the customer, referred by, first and last visit, and first and lifetime spent.

[MURRI513]

I have a customer purchasing a vehicle from our in house fleet company.I have been trying to run a vehicle history report, but every time I get an error message "not responding". I am opening the history and click print. Anyone have any ideas I'd rather not have to print individual invoices going back 6 years. I have been able to run this report for customers before on an individual truck.

[Silky7]

That report is in need of optimization. With that said, you can still almost always run it. You'll want to pick a time when you don't need to do much else though. Windows will see it as "not responding," but if you just leave it alone the report will typically run (5-20 minutes isn't unusual on customers with a lot of history).

[Rich]

I have a customer purchasing a vehicle from our in house fleet company.I have been trying to run a vehicle history report, but every time I get an error message "not responding". I am opening the history and click print. Anyone have any ideas I'd rather not have to print individual invoices going back 6 years. I have been able to run this report for customers before on an individual truck.

I just printed two history reports. One was 14 pages, the other 20, and had no issues. 7.5.0, windows 1954

[MURRI513]

That report is in need of optimization. With that said, you can still almost always run it. You'll want to pick a time when you don't need to do much else though. Windows will see it as "not responding," but if you just leave it alone the report will typically run (5-20 minutes isn't unusual on customers with a lot of history).

I'm taking your advice Silky and running the report while I patiently look at the screen & keeping my fingers crossed.

[ricmorin]

I tried a few vehicles last night that had 10 years of history and it took 10-15 minutes each.

[MURRI513]

10 minutes and counting still watching the circle go round & round. Hopefully, this report is on the enhancement list for an easier way to run.