The Reports tab allows you to create and run reports using the data imported from your DMS (for integrated dealerships) or via Manual Entry (for non-integrated dealerships).
Navigating to the Reports tab will open the Report screen and show you all the reports that are currently available at your dealership. You can run the report by clicking on the name of the report. Clicking the "New Report" button will allow you to create a report from scratch. For more information about creating a report, reference the "Create a Report" article by clicking here.
You can modify any report by clicking on the 3 dots next to the report you want to modify and select Settings. For more information about modifying a report, reference the "Modify a Report" article by clicking here.
It may be in your dealership's best interest to make a copy of the report you want to modify before you make modifications. Any modification made to a report will remain for all users of the report. For more information about copying a report, reference the "Copying a Report" article by clicking here.
You can click directly on the Scheduled Reports tab to view the reports that are scheduled to be automatically run and sent to certain users. You can tell that a report is scheduled because there is a green checkmark next to the report. For more information about scheduling a report, reference the "Schedule a Report" article by clicking here.
You have the ability to choose reports as your favorites, which makes them easier to find if your dealership has a multitude of reports available. You can also favorite reports that you have modified to your specifications after you have copied/modified them. You would need to click on the 3 dots of the report to make it a favorite. Click on the Favorite Reports tab to view all your favorite reports.