New Quoted Line Items report | Report Updates for Job Tags and Membership status columns | Bug fixes
This release expands the reporting capabilities in a few different areas: adding a brand new report to allow you to easily follow up on Quoted Line items, quickly sort several reports by Job Tags and renamed some of the headers on our reports related to Memberships to be more clear. We also squashed some reported bugs!
Quoted Line Items report
We’ve added a new report to help you gain deeper insights into your quoting process! This report answers two key questions:
•What line items were included in my quotes? Get a detailed breakdown of all line items quoted, helping you track trends and understand what services or products are being presented to customers.
•Which line items are frequently quoted but not sold? Identify which items are making it into quotes but not converting into sales, allowing you to refine pricing, adjust offerings, or provide better sales training.
This new report gives you actionable data to optimize your quoting strategy and improve sales performance.
Existing Report updates
We’ve enhanced the Members and Customer Contact reports by updating the Membership Status field to be called Member Status improved clarity and usability. This change ensures that membership details are more accurately displayed, making it easier to track memberships at a glance.
We’ve improved our reporting capabilities by adding Job Tags visibility and filtering to the Jobs, Opportunities, Appointment List, Quotes, Revenue, and Pending Revenue reports. This enhancement allows you to easily filter these reports based on any Job Tags applied, giving you greater flexibility and insight into your job data.
Bug Fixes
- Fixed an issue where filters in Reports --> Batches didn't always return the results of the searched entry.
- Fixed an issue where certain users on Microsoft devices couldn't see the font clearly within Tags
- Fixed an issue where some users weren't able to run payment methods on file through the Financials --> Billing report