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Create / Edit Reports
Create / Edit Reports
12 articles in this collection
Written by
Joey Rausch
Creating a "Matrix Report - Columns" Report
A "Matrix Report - Columns" report will display data in repeating columns.
Written by
Joey Rausch
Updated over a week ago
Creating a "Log Report"
The Log report will display the selected data in a column format.
Written by
Joey Rausch
Updated over a week ago
Creating a "Matrix Report - Ranking" Report
The Ranking Report will display in a similar view as the Ranking Tab.
Written by
Joey Rausch
Updated over a week ago
Creating a "Matrix Report - Rows" Report
The "Matrix Report - Rows" report will display data in repeating rows.
Written by
Joey Rausch
Updated over a week ago
Creating a "Distribution Report"
The Distribution Report allows you to distribute your numeric data into different 'buckets' for a unique view.
Written by
Joey Rausch
Updated over a week ago
Creating a "Heat Sheet" Report
The Heat Sheet report will display a list of outstanding transactions filtered by Billed, Funded, or Other Statuses.
Written by
Joey Rausch
Updated over a week ago
Creating a "Lender Report"
The Lender report will display the average and total values for the Lender field(s).
Written by
Joey Rausch
Updated over a week ago
Creating a Rate Deviation Report
You can apply a rate deviation reason to your deals that will help you track why there is a deviation from your standard rate.
Written by
Joey Rausch
Updated over a week ago
Run, Export, and Print Reports
Learn how to utilize the reports available at your dealership.
Written by
Joey Rausch
Updated over a week ago
Modify a Report
You can edit any report to suit your needs.
Written by
Joey Rausch
Updated over a week ago
Schedule a Report
You can schedule reports to be sent at any time and as often as you want.
Written by
Joey Rausch
Updated over a week ago
Copying a Report
If you ever want to adjust a report but want to keep the original, you can make a copy of the report and make adjustments to the copy.
Written by
Joey Rausch
Updated over a week ago