Create / Edit Reports

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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.
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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.
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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.
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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.
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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.
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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.
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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).
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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.
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Written by Joey Rausch
Updated over a week ago

Run, Export, and Print Reports

Learn how to utilize the reports available at your dealership.
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Written by Joey Rausch
Updated over a week ago

Modify a Report

You can edit any report to suit your needs.
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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.
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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.
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Written by Joey Rausch
Updated over a week ago