Vehicle report

[Rich]

I have seen lately that we have customers with a ton of cars. One had 14 and I am sure they really have 3. Is there a way to print off a by-the-customer list of cars. I do not want to print a report for every customer. Just something I can do when "jane doe" walks in the door, i see that the system thinks she has more cars than I know she has, print a quick report, hand to customer ask if they will take a second to cross off the ones that have went to "car heaven". Then later I can get in and dump the ones i do not need in the system.

I looked, and searched. If you search "vehicle" it says some BS about to many things found. Who ever woulda thunk that Rich could search and find to much information!

[ricmorin]

In 5.9 we had a Customer Vehicle List report under the Client tab. Do you not have that report in SE?

[Rich]

We do have that. I was hoping for a quick report right in the customer screen. I will mess with this report and see. Gotta get the dates set i guess.

Funny side note:
Ran one and the first car averages 4 miles a day, the 4th one averages 17,413 a day!

[Rich]

and this report listed 5 cars, on the customer tab it shows 10.

[rhillig]

I agree with Rich - I have been trying to pare down some of the vehicles under the customers too. We've had the system for over 10 years & there are quite a few customer that show lots of cars under their name, but I don't think they have been in for a long time.

Something that would be quick to print under the customer would be awesome. I have done the print screen option with the customer tab, but one of the computers doesn't want to play nice when I do that.

[Rich]

I tried the print screen, but I run double monitors. the print ends up being being about the size of an Avatar. So it won't work.

[rhillig]

I run double monitors & it only shows the one - I had it on the primary screen. I'm really thinking I would like three monitors now

[timbre4]

We don't really have a vehicle report for "cleanup" as that is not seen as a regular repeat business function. (but it really is) The Client reports mentioned are one-customer-at-a-time selection and the Followup - New/Inactive section is based on customer invoices, not by vehicle. Short of some Export to Excel routine, it's hard to do.

We'll discuss and see if anything can be done about this.

[Rich]

Tim any news on this yet?

(just kidding. I just felt like being one of those people that think this can happen in a minute or two. that and the temp is up to 0 so i am feeling kind frisky!)

[timbre4]

16 degrees here; I don't keep a thermometer out here in the office for psychological reasons.

[Rich]

Oh I do, I keep saying

DROP BABY DROP~!!!!

SHE'S MAKING ICE!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

[MRISICH]

I hate to be the one to continue to post things like this; however this report is ready in Report Pro (SE Version) with the Query Builder Tool.
First Click on this Button:

Report Pro Query Builder Button

Report_Pro_QueryBuilder_Button.png (4.88 KiB) Viewed 6442 times

Then quickly choose the fields you are interested in:

Report Pro Query - All Customers Vehicles

Report_Pro_QueryBuilder_AllCustomersVehicles.png (28.45 KiB) Viewed 6442 times

We built this tool based on requests just like this one, why wait for a report to be pushed out, make you own!

[brianp87]

Tim any news on this yet?

(just kidding. I just felt like being one of those people that think this can happen in a minute or two. that and the temp is up to 0 so i am feeling kind frisky!)

That's funny

[rhillig]

MN is a LOVELY 5 ABOVE zero, with windchill -15. Reports are from Sunday - Weds we are going to have 80 hours of a high of -15 Boy that should be good for business!!