This report is created in 8 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: Choose the Date Field and Range. The Date Fields choice will determine what data to use for the report. The Range choice will determine how each data section will be divided. When you are ready to move forward, 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 - Columns: Your finished report will have click-thru links that can be clicked to see the details of the data.

  • In order to choose which columns of data to include in the click-thru, highlight an available column and click on the right facing arrow. Your selection will move to the Selected Columns field.
  • To reorder the columns, click on the selected column you want to move and click the up or down arrows to move it.
  • To remove a column from the click-thru report, click on the selected column you want to remove and click on the left facing arrow.
  • There are additional options below the Selected Fields Column. For the "Use Dropdown Abbreviations in Report" option: uncheck the box if you want to see the full name data of the selected columns in the report; check the box if you want to see only the abbreviation of the data in the report. If you do not want the ability to review or edit the items in the click-thru report, click the "Hide the 'Review' and 'Edit' Columns" box. NOTE: If numbers are listed in your reports instead of names, it is likely because the "Use Dropdown Abbreviations in Report" is checked. Uncheck the box to see names instead of numbers.
  • When you are ready to move forward, click the “Next” button.

Step 7 - Column Settings: This section allows you to change the width of the columns on the click-thru report.

  • Click on the pencil icon next to the column name. The line will turn green.
  • Then change the width at the top. To set a custom width, choose Other and enter the width in inches in the box that highlights.
  • Click the green checkmark to save the changes.
  • When you are ready to move forward, click the “Next” button.

Step 8 - 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.

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