What's new on Rose Rocket

Our dedicated team make updates to Rose Rocket every two weeks, which means your software is cutting-edge every day.

New
July 02, 2020

A Reporting Overhaul - Part 1

At Rose Rocket, we’re a fan of improving things, especially if we believe they can work better. That’s why we internally have a special team currently working on overhauling existing reports, to give you new reports and experiences that are valuable.

What’s new?

New Navigation:

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You will now see a new navigation that separates your Analytics tab into:

  • Dashboard: Your main dashboard will be here.
  • Reports: 5 new reports will be found in this tab, with more to come in the next release.
  • Data Export: You can now export data in three different ways.
  • Legacy Reports: Old reports and dashboards will be found here to ease the transition.
  • Custom Reports: If you have purchased custom reports, they will be found here.

Highlights:

5 New Reports:

We are excited to deliver five new reports that offer further filtering to help you analyze various aspects of your business. These include:

  • Orders Profitability Report: Understand profitability by order types, date ranges, CSRs and Sales People responsible for the order, and by Tags.
  • Orders Customer Summary Report: See how your customers are doing at a glance, with additional filters based on the customer, orders selected by dates, time periods, tags, and sales person.
  • Month over Month Report: Get a month over month performance comparison between orders selected by dates, customers, sales people, or tags.
  • Week over Week Report: Get a week over week performance comparison between orders selected by dates, customers, sales people, or tags.
  • Orders Lane Profitability Report: See profitability by lanes, filtered by date ranges, CSR, sales person, and tags.

All reports are displayed in the home currency of your organization, which is shown in the top corner of each report dashboard. In addition, dashboard data now refreshes every hour. Each dashboard now shows when the report information was refreshed in the past hour, so you can know when your data has been populated, down to the minute.

Available to any user with an Advanced Business Intelligence license, new reports can be found in the side dropdown menu or in the Reports tab on your Analytics page.

Data Exports

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We’ve created three sets of data exports:

  • Invoices: Download invoicing data with additional filters.
  • Orders: Download orders data with additional filters.
  • Orders Multi-Stop breakdown: Download child orders of multi-stop orders, with additional filters.

To export, click on the three dots, and then click “Download Data”.

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Availability:

  • This is available to every user with an Advanced Business Intelligence license, which is an add-on. Users with this license can see the new changes with no additional cost or setup required.
  • Available in Production: Tuesday, July 7, 2020
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