Choose cash or accrual basis in reports
You could now selected an Accounting Basis (Cash or Accrual) directly in your reports. This made it easier to standardize how you reviewed revenue and payouts across your team, especially if you ne...
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Reports & Insights
Reports & Insights guides and tutorials for RecSystems.
37 articles in this category
Cleaner maintenance list with tighter spacing
We've tightened the spacing on the Maintenance list in your dashboard. You could scan more items on one screen with less scrolling, which helped you review and schedule work faster during busy days.
Cleaner report filters for faster reporting
We’ve cleaned up the layout of report filters in the dashboard. You could find the right filters faster and run reports with fewer clicks, which helped you get to daily totals and performance numbe...
Cleaner ticket creation page with clearer sections
You can now created new support tickets in a layout that matched the rest of your Tickets pages, including the Accounts side navigation. We’ve also added clear Required and Optional section headers...
Clearer KPI dashboard summaries by unit and timeframe
We've improved the dashboard summary so you could review key KPIs by unit and selected timeframe with less confusion. You can now spot which boats or vehicles performed best over a day, week, or mo...
Clearer reconciliation exports with better traceability
We’ve improved reconciliation with added safeguards and a visible correlation ID in the export experience. You can now match an export back to the exact reconciliation run faster, which helped redu...
Coupon discount no longer defaulted to 10%
We fixed an issue where the coupon form automatically defaulted to a 10% discount. You can now create coupons with the correct discount amount from the start, which helped prevent accidental over-d...
Dashboard home content loaded reliably again
We fixed an issue where parts of your Dashboard Home sometimes didn’t appear. You could now count on seeing your key at-a-glance info every time you opened the dashboard, which reduced confusion an...
Dashboard receipts now matched the correct booking
We've fixed an issue where dashboard receipts sometimes inherited the wrong details. You can now trust that the receipt shown on the dashboard reflected the correct booking, which reduced confusion...
Downtime guide lists made easier to scan
We've rebalanced the Unit Downtime guide so the Quick steps and Downtime types appeared as clear bullet lists again, while other sections stayed as concise paragraphs. You could scan the page faste...
Export links were added to Reports views
You could now export directly from the Reports views using new export links. This made it faster to share performance numbers with partners or accountants and to keep offline records without re-bui...
Find and switch accounts faster with search
We've replaced the account switcher dropdown with a searchable modal designed for operators who managed many accounts. You could quickly filter accounts as you typed and see key details like bookin...
Improved export privacy and PDF reliability
We've improved export privacy controls and hardened PDF exports so only the right people saw the right information. You can now rely on cleaner, more consistent PDFs when sharing reservations, waiv...
Improved tax and fee setup forms
We've improved the tax and fee setup experience in your dashboard with clearer forms and more consistent saving. You could add or update charges with fewer clicks and less back-and-forth, which hel...
Improved ticket vertical alignment in dashboard
We've improved ticket vertical alignment across the dashboard so ticket details displayed more consistently. You could scan and compare tickets faster at a glance, which helped reduce misreads duri...
Integration guides added clearer buttons and links
We've improved the integration guides with clearer buttons and direct links to the right setup steps. You could get connected faster with fewer clicks, which helped you spend less time hunting for ...
KPI reports opened as your default view
You could now landed on KPI reports by default when you opened Reports, so your key numbers showed up immediately. We also kept the legacy report index available, so you could still found older rep...
Maintenance types displayed in a clearer grid
We've improved the Maintenance Types screen with a cleaner grid layout. You could scan, compare, and manage maintenance types faster, which helped you keep your fleet organized with fewer clicks du...
Manage Weekly Gap Insights from Reports
You could now open an Insights Settings drawer right from Reports to control Weekly Gap Insights in one place. You could update recipients, timeframe, schedule, and quiet hours, and you could send ...
More reliable dashboard exports, better organized
We've improved dashboard exports to run more reliably and follow a clearer structure. You can now pull the reports you need with fewer hiccups, making it easier to share clean numbers with your tea...
New KPI tiles and actions toolbar in Reports
You could now see Potential, Vacancy, and Score KPIs right on the Reports dashboard, so you spotted underbooked days and revenue opportunities faster. We also added a consolidated actions toolbar t...
New staff guide for managing unit downtime
You can now use a staff-facing guide in the dashboard to schedule and manage Unit Downtime. It walked your team through daily workflows and best practices, so fewer units got accidentally booked an...
Redirected RecSystems subdomains to your custom domain
We've improved how RecSystems subdomain links behaved by redirecting them to your custom domain when one was set. You can now share and revisit booking links more reliably, which helped reduce cust...
Removed QR section from the dashboard
We've removed the QR section from your dashboard to keep the home screen cleaner and more focused on daily operations. You could find key booking and schedule information faster with fewer distract...
Reports loaded faster with background rendering
We've improved the Reports dashboard so it rendered in the background and then filled in automatically once ready. You saw the page appear right away with a loading placeholder, and the report resu...
Scheduled Weekly Gap Insights by day and time
You could now scheduled Weekly Gap Insights to send on the weekday and hour that matched your operation. We added quiet hours so messages avoided overnight delivery, and we improved recipient targe...
Simplified DX1 setup with fewer required fields
We've removed the Environment selector from the DX1 integration form. You could connect DX1 with fewer choices during setup, which reduced confusion and helped you finish integrations faster with f...
Smoother DX1 pre-key onboarding in dashboard
You could now follow clearer step-by-step guidance with helpful links while setting up DX1 pre-key access. We also added a conditional toggle and kept the preview disabled until you connected, whic...
Smoother Reports dashboard sorting and toggles
We improved the Reports dashboard so sorting and AR Aging basis toggles refreshed only the report content area instead of reloading extra page sections. You got faster, cleaner updates while review...
Sorted KPI units for faster dashboard scanning
We've improved the dashboard KPI view by sorting units more consistently, so your numbers appeared in a clearer order. You could spot top-performing units and problem areas faster without hunting t...
Sorted KPIs by unit for faster scanning
We've improved the dashboard KPI summary by sorting metrics by unit, so similar numbers stayed grouped together. You could scan performance faster and compare like-for-like KPIs without bouncing be...
Staff downtime guide became faster to follow
We've rewritten the Unit Downtime guide to be shorter, clearer, and easier to follow. You can now find quick steps and clearer tips in plain language, so staff marked units unavailable correctly in...
Stopped dashboard clock timezone flickering
We've fixed an issue where the live clock in your dashboard breadcrumbs occasionally flickered between two different timezones. You can now rely on a steady, correct time display while navigating t...
Submitted bugs faster from your dashboard
You can now used a dedicated “Submit a Bug” option in the dashboard tickets area. We’ve streamlined the form and automatically captured helpful environment details, so your reports included the rig...
Ticket dashboard UI tweaks for faster work
We've added UI tweaks to the Ticket dashboard to make common actions easier to find and quicker to complete. You can now move through tickets with fewer clicks, which helped you stay on top of cust...
Ticket details page made easier to use
We've improved the Ticket Show Page so you could view key ticket details more clearly in one place. You could find the right reservation or customer faster, which helped you resolve issues in fewer...
Ticket pages stayed centered in your viewport
We improved ticket page viewport centering in the dashboard. You could read and update tickets without the page jumping around, which made handling customer issues faster and reduced mis-clicks dur...