Reporting Changelog

Reporting Changelog

11/21/22
  1. Added Hauler ID filter to Trucks > Trucker Statement.
11/16/22

  • Added Audit > Event Log - Hauler Pay report
10/27/22

  • Added a Region and Location filter to Orders > Order Listing 
10/19/22

  • Added new internal, scheduled report > Voided Ticket Transaction Detail
10/7/22

  • Added Distribution Filters and Fields to Resources > Customer Contact Listing
10/5/22

  • Added Credit Detail to AR > Customer Credit Listing
9/27/22

  • Added Order Salesperson optional grouping to Billing > Pre-Billing Pricing Verification
9/21/22

  • Fixed number formatting of Ticket # column in Order Activity Detail report
9/16/22

  • Updated the following reports to support the new Hauler Pay Type
    • Audit > Re-Billing Pricing Verification
    • Billing > Pre-Billing Pricing Verification
    • Billing > Pre-Billing Pricing Verification - Adjustments
    • Dispatching > Request Product Pricing Listing
    • Trucks > Hauler and Freight Margins
    • Trucks > Hauler Pay
    • Trucks > Hauler Pay Statement Detail 
    • Trucks > Trucker Statement
    • Scheduled > Internal > Hauler Pay Detail
    • Scheduled > Internal > Pre-Billing Pricing Verification Summary
    • Scheduled > Hauler > Production Detail by Truck (Pricing)
    • System Report > Hauler Pay
    • Hauler User Accounts > Hauler Pay

9/8/22

  • Updated Audit > Event Log - Billing Batches to catch more invoice clear scenarios 
8/25/22

  • Updated AR Payment Summary, Detail, and Ticket Detail to better break out payments from refunded payments.
8/19/22

  • Added invoice number field and filter to Ticket Note Detail report
8/18/22

  • Added a new Inventory Management by Date report under the resources category.
8/16/22

  • Added Region filter to AR > Invoice Fee Summary report
8/9/22

  • Added Hauler Pay or Surcharge swapper parameter to Billing > Pre-Billing Pricing Verification - Adjustments
  • Added Haul Zone Freight Type support to Billing > Pre-Billing Pricing Verification & Pre-Billing Pricing Verification - Adjustments
8/8/22

  • Added Certified filter and column to Orders > Order Listing.

8/5/22

  • Updated Location logic in query for Trucks > Truck Overdue Tares and Trucks > Truck Tare History reports
8/4/22

  • Added scheduled Inventory Usage by Date report
  • Added a Date Type picker to all AR Aging reports to set if you want to see the Aging as of the Invoice Date or the Due Date
  • Added a Date Type picker to the AR Invoice Fee Summary to set if you want to see fees as of the Invoice Date or the Fee Application Date
8/3/22

  • Added scheduled Pre-Billing Pricing Verification Summary report
7/27/22

  • Added Current (0 days since invoiced) column to AR > Aging Summary and Historical Aging Summary
7/18/22

  • Added Region & Location filter to Orders > Order Quantity Progress.
7/8/22

  • Added Payment Fee, Late Fee, and a Payment Terms filter to the AR > Customer Credit Listing report.
7/7/22

  • Added new AR > Payment Ticket Detail report that shows individual tickets tied to payments.
7/5/22

  • Added optional Customer ID filter to Production > Ticket Summary
  • Updated Scheduled, Internal "Order Quantity Progress by Customer and Order" to include Orders that have not been ticketed on yet
5/16/22

  • Added a Yard filter to Tickets > Ticket Detail
5/13/22

  • Added Order Quantity Progress to Customer Reports
4/22/22

  • Added a Payment Type filter to the AR > Payment Detail and Payment Summary reports
4/21/22

  • Added "Batch Region" filter to AR > Aging Detail, Aging Summary, Historical Aging Detail, Receipt Reprint, Statement Reprint, Statement Summary, Statement Ticket Detail
4/20/22

  • Updated Resources > Customer Contact Listing, Customer Listing, Tax Code Listing to support April 2022 Customer Contact and Tax Code Update
  • Updated Billing > Sales Tax Summary to support April 2022 Tax Code Update
4/18/22

  • Added a Production version of the Ticket Note Detail report
4/15/22
  • AR > Aging Detail & Aging Summary: Added optional Location Grouping
  • AR > Payment Detail & Payment Summary: Added a Total Collected Field to footers
4/14/22

  • AR > Payment Detail: Added Payment Date and Method groupings. Added payment method parameter. Added Location to invoice detail row
  • AR > Payment Summary: Added a version of Payment Detail without invoices
  • AR > Aging Detail & Aging Summary: Added an "As Of Date" picker instead of using the current date
4/8/22

  • Updated Orders > Proposed Pricing Variation to include optional groupings, salesperson filter, order date added, and last haul date
3/31/22

  • Added Customer Credit Listing report to AR Category
3/30/22

  • Added Payment Detail report to AR Category
3/24/22

  • Added Order-Product status to Orders > Product Pricing Variation report
3/23/22

  • Added Surcharge Amount to Hauler and Freight Margins report in Trucks category
3/22/22

  • Added new Ticket Detail - Adjustments report to the Tickets category of reporting
3/17/22

  • Added Customer Export - Excel to Resources category to match the External Customers Import format for bulk updating Customers
3/14/22

  • Added new tabs to existing Analytics reports: 
    • Production > Customer Overview
    • Billing and Sales > Sales by Location

3/4/22

  • Added Order # filter to the Production version of the Ticket Detail report
3/3/22

  • Added Create Date as an optional filter to all Quote reports
3/2/22

  • Added Create Date as an optional filter to the Quote Listing report
2/22/22

  • Added Order # parameter to the Production version of the Product Usage report
  • Added a Credit Status and a "has orders" parameter to the Customer Listing Report, along with a count of active Orders.
2/3/22

  • Renamed Accounts Receivable Statement Detail as Statement Summary
  • Added Accounts Receivable Statement Ticket Detail
2/2/22

  • Added Remit Name, Address, and Note to AR Customer Statements (if a statement has invoices for more than one region, it just uses the first region's info).
1/26/22

  • Updated "Royalties Internal Review" report to support running it for products with only a CPU and no Royalties too.
1/20/22

  • Updated Audit > Event Log - Orders & Quotes Product field changes to include Product Pricing Description.
1/18/22

  • Added Order # parameter to Product Usage report in Tickets category.
1/6/22

  • Added a Request Status, Ticket #, and Ticket Date filter to Request Fulfillment Detail report in Dispatching report category. Also removed the option to show unticketed requests.
12/6/21

  • Added new Ticket Note Detail report to the Ticketing category to review Tickets with Notes.
11/23/21

  • Added Yard grouping to the Production version of the Ticket Detail report
  • Added "Proposed Product Pricing Review" to Resources category to compare current and proposed template pricing
11/10/21

  • Added an Inventory Usage by Date report to the Resources category of reporting.
11/8/21

  • Updated all manual and scheduled reporting categories to support AR (custom reports have not been updated)
11/4/21

  • Fixed Cash Reference Report on the Desktop Ticketing Application.
  • Updated formatting and parameters of all Desktop Ticketing Application report to streamline formatting and date range filters.
11/1/21

  • Added a Product ID filter to the Production Ticket Detail report.
10/28/21

  • Added Hauler ID to detail line of Truck Overdue Tares report and added a Region filter.
10/26/21

  • Added "Re-Billing Pricing Verification" report to the Audit category that only shows tickets that were previously invoiced and then cleared but have not been re-billed yet.
10/11/21

  • Added new scheduled report "New Order-Product Listing" that will output an Order Listing based on the product added date.
09/23/21

  • Added a Dispatching Truck Listing report so that you can review if Dispatching is enabled for a Truck and Hauler and view if the Truck has a Device ID and the number of Dispatches setup for the Truck and Hauler.
09/20/21

  • Added Cash Reference to the detail line of the Cash Sale Detail report in the billing category.
  • Included Orders without Order-Products in the Order Listing report in the Orders category.
09/09/21

  • Added a "Request Product Pricing Listing" report to the Dispatching category. 
    • Note: If no Hauler is set on the Dispatch, the report shows any active Products on the Order that match the Product set on the Dispatch.

09/02/21

  • Added Order Listing - Price Adjustments to the Orders category.
  • Split the Event Log report in the Audit Category out into Event Log - Orders & Quotes and Event Log - Billing Batches.
09/01/21

  • Added a "Field" drop-down to the Event Log report in the Audit category.
    • Allows the user to select one or more "Fields" to only see, for example. changes to product unit price and freight rate based on the Module and Date Range set.

  • Added a Pre-Billing Pricing Verification - Adjustments to the billing category
08/04/21

  • Added an Order # filter to the Hauler and Freight Margins report.
07/30/21

  • Added Order # Filter and Grouping option to Truck Production Detail report in Trucks and Production categories.
07/09/21

  • Added support for Price Templates on Orders to Event Log report in the Audit category.
07/01/21

  • Added assigned Hauler column to Order > Product "show by" of the Hauler Listing report.
06/30/21

  • Added Customer Notes Listing report to Resources category of reports so that Customer Notes can be viewed en mass without having to edit the Customer, then the Notes.
06/29/21

  • Updated Order Listing report to look at Price Templates.
  • Changed Customer Contact Listing to show Customers with Contacts and no additional contacts set.
06/23/21

  • Updated readability of Price Update Review by switching the color-change from the text to the cell background
6/21/21

  • Updated E-Ticket to take Use Metric portal setting into account
  • Added a new Invoice Rebill Review report to the Audit category to compare current invoices and the cleared invoices those tickets were previously included in.

6/14/21

  • Added E-Ticket to Ticket Query
6/10/21

  • Updated Royalties External Review and Royalties Internal Review reports to use new Products & Pricing update.
06/01/21

  • Added Invoice Distribution report to Billing category for reviewing if invoices have been printed, emailed, and exported.
05/25/21

  • Added Region/Location Filter to Product Pricing Variation report
  • Added Truck filter to Truck Tare History report
05/24/21

  • Updated Order: Price Update Review & Product Pricing Variation and Resource: Customer Listing & Product Pricing Templates Listing to support new Products & Pricing update
05/21/21

  • Added Hauler Pay Statement Detail report to Trucks category that allows you to search by ticket # to aid in finding what statement a ticket is on
05/20/21
  • Added Hauler Pay Statement Summary to Trucks category
05/10/21
  • Fixed sorting on Order Listing report under Orders category
4/30/21
  • Added Mobile Ticket format to Ticket Reprint Report
04/26/21
  • Added Hauler Expiration # of Days and Filter to Truck Expirations Review report.
04/23/21
  • Added ticket format "1 Part - No Metric"
04/02/21
  • Added Ticket Transaction Detail (with prices) to Internal Scheduled Reports.
03/31/21
  • Added in new "Order Product Expiration Review" report under the "Orders" category for reviewing product active and expiration dates.
03/25/21
  • Added ticketed quantity to Salesperson Order Summary report
03/17/21
  • Added License Number to Production > Truck Production Detail and added a Customer ID, Region, and Location filter.
03/12/21
  • Added 4 Inch - BOLD as a Ticket Reprint format option on the Default Ticket Reprint report.
  • Added a new Production Detail by Truck (Pricing) to Hauler Scheduled reports that includes Hauler Rate and Hauler Amount.
02/22/21
  • Changed "Last Haul Date" on Hauler and Truck Listing report to "Last Ticket" and updated field. Also added a status filter for the Truck Status and some dynamic sorting options.
02/11/21
  • Added new Quote Statuses to Quote reports
02/10/21
  • Copied Cash Sale Detail report to Production category.
02/02/21
  • Added Regions and Region parameter to Hauler and Truck Listing.
01/19/21
  • Added Hauler Pay Detail and Hauler Pay Summary to Internal Scheduled Reporting.
  • Added Tax Code to Order Activity Detail.
  • Added Order Number filter to Order Summary.
  • Added Region parameter to Order Price Sheet.
01/14/21
  • Added Delivery Location and Order Notes to the Order Price Sheet report.
01/07/21
  • Added Customer ID and Name to Ticket Detail and removed Product Pricing Description
  • Added Product Grouping to Ticket Summary
01/05/21
  • Added Customer, Order, Product groupings and a status filter to Request Listing.
12/29/20
  • Added Ticket Number and Truck ID sorting options to the Hauler Pay report
12/16/20
  • Added a Ticket Summary by Salesperson scheduled report to the Internal category.
12/14/20
  • Updated Order Quantity Progress report to account for Loads Quantity Type and to filter by Order Payment Type.
12/07/20
  • Reorganized Product Listing under Resources category to clarify ways to run the report and added a product category grouping.
12/04/20
  • Added rate averages to the group total lines on Product Usage report
12/03/30
  • Added a new version of "Pre-Billing Pricing Verification" report that replaces Surcharge with Hauler Rate and Freight Type. 
  • Renamed original "Pre-Billing Pricing Verification" to "Pre-Billing Pricing Verification - Surcharge"
  • Added Hauler ID Filter to Hauler and Truck Listing report.
11/24/20
  • Added 3 Inch format to Ticket Reprint report
11/23/20
  • Added Yard Description to production version of Ticket Detail report
11/20/20
  • Added new Inventory Usage report under Resources category
11/18/20
  • Updated 3 inch - BOLD ticket formatting to better match other ticket formats.
  • Added "REVIEW REQUIRED" flag to Order grouping header on Pre Billing Pricing Verification report.
11/13/20
  • Added Ticket Reprint reports to Production category so that users with "Hide Pricing" restrictions can reprint tickets.
11/10/20
  • Added Truck Expirations Review report to Trucks category
11/03/20
  • Added Product parameter to Order Listing and Pre Billing Pricing Verification reports
  • Added Region, Location, and Order parameters to Invoice Detail and Invoice Summary 
11/02/20
  • Added Last Haul Date and Location Grouping to Salesperson Order Summary
10/01/20
  • Split Salesperson Summary report under Resources into Salesperson Order Summary and Salesperson Quote Summary in their respective categories.
  • Added Billed/Unbilled parameter to Sales Tax Summary report under Billing category.
09/28/20
  • Added 2 Part ticket to Ticket Reprint report.
09/24/20
  • Added a yes/no checkbox to "Include $0 Haul Rates?" to Hauler and Freight Margins report in Trucks category.
09/14/20
  • Added Region Logo to Order Price Sheet report in Orders category.
09/04/20
  • Added Max Volume and Capacity and Truck UDFs to Truck Tare History app report.
09/01/20
  • Added a production Product Usage report to Customer user login reporting.
08/31/20
  • Updated Multi Product Ticket to support Tax Code Groups and dynamic Units of Measure.
08/20/20
  • Updated "Ticket Revision Log" to use revision date instead of ticket date in the parameters.
08/17/20
  • Added "Quote Award Rate by Salesperson" to Quotes category.
  • Updated scale ticket "3 Part - BIG font" to support "Always Save Gross and Tare" setting on desktop app.
08/14/20
  • Added Scheduled Reports: "Product Usage Summary (No Pricing)" and "Product Usage Summary by Customer (No Pricing)"
07/24/20
  • Updated Ticket Revision Log to have optional Ticket Number filter
07/23/20
  • Added new ticket format: 3 Part - Pricing Descriptions
07/10/20
  • Added Product Category as a filter to Product Usage report
07/08/20
  • Updated Audit > Event Log to show full Pay Type name instead of letter abbreviation. 
07/02/20
  • Updated scheduled pre-billing pricing verification to check for invoicehistorykey on invoicehistory table instead of loadticket to increase performance.
07/01/20
  • Added a Yard parameter to the Ticket Summary report
06/29/20
  • Added Contact Phone and Email to Resources > Customer Listing report via a + icon on Contact header
06/19/20
  • Added ability to create custom Hauler and Customer user login reports
06/17/20
  • Added Ticket Reprint to Customer user login reports
06/11/20
  • Removed pricing description grouping from scheduled Product Usage Summary reports
06/09/20
  • Added option to view Order Listing report with Order-Products 
06/04/20
  • Billing > Pre Billing Pricing Verification: Added Customer and Hauler filters
05/28/20
  • Orders > Order Listing updated to include Customer grouping and dynamic sorting.
05/18/20
  • Added default tax code to Product Listing report under Resources.
05/14/20
  • Hauler and Freight Margins by Product renamed to Hauler and Freight Margins. Added Hauler and Ticket Detail summary options. Added Hauler grouping option.
  • Truck Production Detail: Added Region and Location parameters .
  • Truck Production Summary: Added Region and Location parameters and Region grouping.
05/13/20
  • New Royalties Internal Review and Royalties External Review in Billing category to be used with Inventory Module product royalties and cost per unit.
  • Added optional Customer ID parameter to Ticket Summary.
04/27/20
  • Truck Overdue Tares report updated to support showing tares from multiple locations.
04/24/20
  • Added Salesperson grouping to Ticket Detail.
04/23/20 
  • Added dynamic sorting to Ticket Detail, Order Activity Detail, Ticket Revision Log, Manual Ticket Entry Listing.
04/06/20
03/16/2020
  • New report: Quotes > "Quotes Award Rate" added to show % of quotes being awarded and compare average unit prices between submitted vs. awarded quotes.
02/28/20
  • New report: Orders > "Open Order Pricing Update Review" added to be used before enacting an Open Order Price Update.
    • Please review our knowledge base article about using this tool before enacting a mass price update.
02/06/20
  • Updated Dispatching reports to reflect new formatting styles and optimized reporting logic.
02/05/20
  • Changed Billing > "Sales Tax Summary by Code" to show the tax details for each code (without grouping them by the region).
  • Original "Sales Tax Summary by Code" renamed to "Sales Tax Detail by Region" since the report groups the tax code details by region.
02/03/20
  • 6 brand new reports to function with the new Sales Person feature:
    • Tickets > "Customer Detail by Sales Person"
    • Orders > "Order Detail by Sales Person"
    • Orders > "Order Summary by Sales Person"
    • Resources > "Customer Listing by Sales Person"
    • Resources > "Order Listing by Sales Person"
    • Resources > "Sales Person Summary"
  • 19 reports modified to show the Sales Person on the Order/Quote/Customer:
    • Tickets > "Customer Order Detail"
    • Tickets > "Customer Order Summary"
    • Tickets > "Region Detail by Order"
    • Dispatching > "Dispatch Listing"
    • Orders > "Order Activity Detail"
    • Orders > "Order Listing by Region"
    • Orders > "Order Price Sheet"
    • Orders > "Order Review Required"
    • Resources > "Product Usage by Customer"
    • Resources > "Product Usage by Order"
    • Resources > "Product Usage Summary by Customer and Date"
    • Resources > "Product Usage Summary by Customer"
    • Resources > "Product Usage Summary With Freight", "Product Usage Summary"
    • Production > "Product Usage Summary" (moved from Resources to Production and removed "no pricing" from name)
    • Production > "Product Usage Summary by Customer" (moved from Resources to Production and removed "no pricing" from name)
    • Quotes > "Quote Listing by Customer"
    • Quotes > "Quote Listing by Project"
    • Quotes > "Quote Listing"
01/24/20
  • New report: Resources > "Tax Code Breakdown" lists out your set Tax Code percentages with the new Tax Code Breakdowns that can be set on the Tax resource page.
  • New report: Billing > "Tax Breakdown Summary" that displays billed tax amounts by Tax Code, broken out using the new Tax Code Breakdown
01/16/20
  • Updated Orders > "Order Quantity Progress" and "Order Quantity Progress by Customer" to optimize back-end logic and updated formatting to match the two. Also updated the color schemes to be less abrassive.
01/09/20
  • New report: Resources > "Product Usage by Customer".
01/08/20
  • New report: Orders > "Order Price Sheet". This report lists out the pricing set on your Orders with parameters by Order Status and Create Date and optional parameters for Customer and Individual Orders.
01/03/20
  • Updated Orders > "Order Quantity Progress" report to exclude products with either "0" order quanitities or blank order quantities.
  • Updated "Pre-billing Pricing Verification Detail" to include new Total w/ Tax column
  • Updated "Pre-billing Pricing Verification Summary" (formerly "Pre-billing Pricing Verification") to include new Total w/ Tax column
11/27/19
  • Updated Resources > "Pricing Variation" to "Product Pricing Variation". Changed parameters to filter by Product ID and optional Customer ID. Updated logic to to show price variation averages by Order > Location.
11/25/19
  • New report: Ticket Reprint > "Multi Product" added to the Reprint category. Please input the non-decimal ticket number to run the report.
11/14/19
  • New report: "Duplicate Ticket Log" added to the Tickets category
11/08/19
  • New report: "Ticket Detail by Billing Terms" report added to the Billing category
11/07/19
  • New report: "Ticket Reprint 4x6 with Freight Rate" added to the Reprint category
  • Billing > "Customer Invoice" updated to include Order Number before the Order Description.
10/14/19
  • Ticket reprint reports updated to use Location address with a fallback to the Region remit address if Location address is not set

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