Warranty report
Open Warranty → Report in Thermal →
What it's for
Warranty report is the money view of warranty: what you expected to recover, what you actually recovered, and the gap. It answers the question the claim queue cannot — is the shop getting back what the manufacturers owe it?
Reach it from Service & Assets → Warranty in the sidebar, then the
Warranty report tab, at /warranty/report. The older /warranty-report
address still works and redirects here.
Tabs
The report has no tabs. It is one table over the claims in scope.
Panels and controls
Columns: Claim, Status, Aging, Expected, Recovered, Returns, and Gap.
- Aging is how long a claim has been open. Warranty claims do not improve with age; manufacturers have deadlines, and an aged claim is often an expired one.
- Expected against Recovered is the headline pair. Gap is the difference, and it is the number to take to a manufacturer rep.
- Returns shows what physically went back, which is often the condition of being credited at all.
- Export CSV takes the whole table out for a spreadsheet or a supplier meeting.
- No warranty claims in scope is the empty state — "in scope" because a filter changes what empty means.
Read this alongside the claim queue: the queue tells you what to do today, this tells you whether doing it is working.
What it accepts
The report takes no input beyond its filters. Claims are worked on the claim record.
How to configure it
- The policy on each claim decides what "expected" means — coverage percentages, deductible, and term.
- Warranty settings decide the rollout controls.
- Job costing settings decide how a recovery credits the job it came from, which is what makes a recovered claim improve a job's margin rather than just a total.
Who can see it
This screen sits behind the Warranty area.
Owners, office managers and dispatchers can open it. Technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.