{"id":9174,"date":"2024-04-24T19:13:46","date_gmt":"2024-04-24T19:13:46","guid":{"rendered":"https:\/\/ari.app\/?p=9174"},"modified":"2024-12-18T16:17:59","modified_gmt":"2024-12-18T16:17:59","slug":"reports-feature-improvements-ari-v-14","status":"publish","type":"post","link":"https:\/\/ari.app\/2024\/04\/reports-feature-improvements-ari-v-14\/","title":{"rendered":"Reports Feature Improvements | ARI v.14"},"content":{"rendered":"

We’ve added some extra functionalities in the ‘Reports’ <\/i><\/b>section so you can navigate faster and easily handle business. Here are the changes:<\/p>\n

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Table View for Reports<\/h2>\n<\/div>\n<\/div>\n
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Each report you open on a desktop device will have the Grid\/ Table <\/i><\/b>view as a default viewing mode. This allows you to sort and filter the data by certain parameters so only relevant items will appear. You can also add\/ remove columns to change the final report. You can change back to the List view <\/i><\/b>by clicking the top-right icon on the header. You can find more info about the Grid view’s sort\/ filter capacities here<\/strong><\/em><\/a>.<\/p>\n<\/div>\n

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\"filter-items-on-grid-view-ARI\"<\/div>\n
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Sales Tax Report<\/h2>\n<\/div>\n<\/div>\n
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In both the Tax Report <\/i><\/b>and Parts& Services Report <\/i><\/b>now you will see a Sales Tax Report Breakdown. <\/i><\/b><\/p>\n<\/div>\n

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The tax report section contains the type of taxes, their total, and which of them is taxable and non-taxable. You can use it for your reference since it’s still not exportable.<\/p>\n<\/div>\n

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Data Export Options<\/h2>\n<\/div>\n<\/div>\n
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ARI now supports PDF data Exports on top of the regular CSV files that Excel processes. To Generate such reports – go to Reports -> Data Export <\/i><\/b>and select the data type you are interested in. The data is taken from your ARI account records<\/i><\/b>(if there’s no data in your account the reports will be empty) and can be segmented into the following sections:<\/p>\n<\/div>\n

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    Clients<\/p>\n<\/div>\n<\/li>\n

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    Parts Sold<\/p>\n<\/div>\n<\/li>\n

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    Services Performed<\/p>\n<\/div>\n<\/li>\n

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    Invoices& Estimates<\/p>\n<\/div>\n<\/li>\n

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    Expenses<\/p>\n<\/div>\n<\/li>\n

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    Vendors<\/p>\n<\/div>\n<\/li>\n

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    Purchases<\/p>\n<\/div>\n<\/li>\n

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    Vehicles<\/p>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n

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    After you choose the desired data type – click ‘Generate Report<\/i><\/b>‘ and the system will load the relevant data. You can then export it to Excel or as a PDF file.<\/p>\n<\/div>\n

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    *Simply choosing a different data type won’t generate a new report – you’ll need to click the ‘Generate Report’<\/b> button after you select the new data type to complete the process.<\/i><\/p>\n<\/div>\n

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    <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

    We’ve added some extra functionalities in the ‘Reports’ section so you can navigate faster and easily handle business. Here are the changes: Table View for Reports   Each report you open on a desktop device will have the Grid\/ Table view as a default viewing mode. This allows you to sort and filter the data […]<\/p>\n","protected":false},"author":1,"featured_media":9185,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[2,4,11],"tags":[],"class_list":["post-9174","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-announcement","category-auto-repair-business","category-features"],"acf":[],"_links":{"self":[{"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/posts\/9174","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/comments?post=9174"}],"version-history":[{"count":1,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/posts\/9174\/revisions"}],"predecessor-version":[{"id":14958,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/posts\/9174\/revisions\/14958"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ari.app\/wp-json\/"}],"wp:attachment":[{"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/media?parent=9174"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/categories?post=9174"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ari.app\/wp-json\/wp\/v2\/tags?post=9174"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}