This report is created in 7 steps.
Step 1: Navigate to the Reports page and click on the “Create New Report” button.
Step 2 - Name: Type a name for your report. You have the option of entering a description as well. You will see the option to “Prompt for this Setting each time the Report is Run” on each step of this process. Only select this box if you want to be asked for the information on the page each time the report is run. When you are ready to move forward, click the “Next” button.
Step 3 - Date: Choose the date parameters for your report. You can choose current month, a specific date range, or advanced options.
- Current Month: the report will include deals that have the month of sale corresponding to the month listed at the top of your Reporting window
- Select Date Range: the report will include deals based on the delivery date of the sale
- Advanced Options: lets you choose options such as individual months
This step is a good step to utilize the “Prompt for this Setting each time the Report is Run” option since reports usually depend on a specific date range. When you are ready to move forward, click the “Next” button.
Step 4 - Grouping: The Page category will determine the display for each page of the report. For example, to see the data for each finance manager on separate pages, choose Finance Manager from the drop down.
The Column category will determine what type of data will be displayed in each column. For example, to sort the data in each column by transaction type, choose Transaction Type from the drop down. When you are ready, click the “Next” button.
Step 5 - Filters: Filters on a report allow you to choose what to show or hide on a report as it relates to Transaction Type, Deal Type, Lenders, and Personnel (Finance Manager, Sales Manager, Sales Person, etc.). All of the filter options are selected by default. Selected items are included in the report. You should unselect the box next to the data, if any, that you want excluded from the report. When you are ready to move forward, click the “Next” button.
NOTE: If you do not see your personnel listed as a filter, this means that you have excluded them from being included in reports. To see how change this, reference the "Add / Edit Drop Down Options in Reporting" article by clicking HERE.
Step 6 - Lender Fields: This section is used to display the calculations of specific data fields on the report. Select which lender fields to calculate on the report. You must select at least one field to move forward. When you are ready to move forward, click the “Next” button.
Step 7 - Finish: If you don’t want for anyone to be able to edit or delete the report, check the Lock Report box. You can also decide what orientation and paper size to use when you print the report. When you are finished, click the “Finish” button.