Situation:
For insurance reporting purposes, I recently separated our former Rentals/Tours Department into two new departments: Bike Rental and Bike Tour. I recategorized all rental-related items into the new Bike Rental Department, reassigned the Bike Tour item into the new Bike Tour Department, and then deleted the original Rentals/Tours Department. The goal was to accurately track revenue and percentage-of-total revenue for each department, as required by our insurance provider.
Issue:
When I run reports covering dates prior to this change, the system still displays revenue grouped under three departments:
Rentals/Tours (old)
Bike Rental (new)
Bike Tour (new)
Since I reassigned all items and deleted the old department, I expected historical reports to reflect the new department structure. However, the old Rentals/Tours department continues to appear in reporting.
Clarification Requested:
Could you please explain why the deleted department still appears in reports, despite all items being remapped to the new departments? Additionally, is there a way to have historical reporting reflect the new department structure so I can generate accurate annual revenue and percentage-of-total calculations for Bike Rentals and Bike Tours?
Thank you in advance for your guidance and support.