Smart Publisher | Custom Reports

When on the View Inventory page of Dashboard, the first button to the right of the Inventory Lists is the Reporting button, which allows you to use rules within the available dropdowns to create your own reports, so you can highlight points of interest for your dealership e.g. Create a report for all vehicles of a particular Make and Model, with Odometer and Advertised Price data Less than or Equal to a particular value.

1. To create your custom report, you will first need to click the ‘Reporting’ button. This will bring up the Custom Report Builder
2. The first step in the Builder is to use the first drop-down to select the Field that you would like in the report. The images below show the possible Field selections
   
3. Once you have selected a Field, you need to now select the Operator. These will differ between whether the Field is alphabetical (Make, Model, Series etc.) or numerical (Advertised Price, Odometer, Client No etc.).
   The images below show the options you can choose for the Operator.
   
   Alphabetical
   
   Numerical
   
4. Now that you have both the Field and Operator you want for the report, you need to enter the Value. This is an open field meaning you can enter anything that you wish as the Value in line with the Field and Operator you have selected. When you have entered the Value, click the ‘Update’ button to set the Rule in place. When you complete this, the Inventory Grid will update with all vehicles that match the criteria you have created.
   
5. If you wish to create additional Rules to filter your report even further, simply click the ‘+ Add Rule’ button on the bottom left and you will be able to follow the steps above to add more Rules in.
6. Once you are satisfied with the Rules for your Report, you can either click the ‘Download to CSV’ button to download the report as a CSV file or click ‘Save as a Custom Report’, which will be accessible in the Reporting menu for future use.