You can add, create, and customize reports in the Reports & Charts category. This category also contains an overview of tasks and notes. This article will walk you through how to customize reports in DeskManager Online. It will be broken up into the following sections:
- Where to Customize
- How to Customize
For additional information on viewing reports, refer to our article here: Running Reports
Where to Customize
First, click the Settings cogwheel located at the bottom of the leftmost sidebar. Under the Reports & Charts category, select your desired report type.
Next click Customize for the report you would like to edit.
To customize a Library Report you must first add it to your Custom Reports list. Under the Library Reports tab, click Add.
How to Customize
The report customization screen is broken up into three separate tabs: Customize Report, Report Filter, and Report Fields.
Customize Report
The Customize Report tab will allow you to edit the name, description, and scope of your report, as well as whether the report is lot specific.
In the Scope section, you can choose if the report will appear for the entire Company, a Role, or only for you.
The Customize Report tab will also display the last time your report was updated.
If your report was based on a Library Report, you will see details about the Library Report as well.
Report Filter
The Report Filter tab allows you to define what criteria the report is based upon. It's easiest to understand this feature when paired with a realistic example.
In our case, we'll be customizing our Available Inventory report to show vehicles from last month.
Filters determine the type of information pulled from the report category, which in this case is the Inventory. At the top, this Status filter is pulling all Available inventory into our report.
Let’s add an additional filter. To pull a report on vehicles we added last month that are still available, we can add an Inventory Date filter for last month. Click Add Rule in the top-right, then select Inventory Date.
There are several date range options. For example, we can select a date range Between two specific dates.
Alternatively, if we select a dynamic date range, this report will change according to the current date. For example, if we set this report to Last Month then it will always show us the month prior to the current month. Dynamic date ranges are preferable for reports you will view on a regular basis.
Pay attention to the AND/OR filter in the top-left of our group. If AND is selected, a vehicle has to meet the conditions of every rule to enter the report. If we change this filter to OR, a vehicle has to meet only one requirement to enter the report.
In our example, the OR filter would pull every available vehicle into the report, as well as every vehicle that was added within our Inventory Date range, whether or not it is available. Using the AND filter would only pull vehicles that are both available and added within our Inventory Date range.
Report Fields
The Report Fields tab allows you to customize the fields displayed on your report as well as the order they appear on your report.
To add a field to your report, click on the (+) icon on the Available Fields section on the right. This will add the selected field to your report.
To remove an existing field, click on the (-) side on the left side of the field to remove.
Dragging the fields will change the order of how they’re displayed on your report.
Depending on the fields, you’ll be able to choose the summary type to be displayed in the summary footer of a report when running it.
Clicking the Sort option will allow you to sort the results of the report.
You can Save & Close or Save & Preview at any time while working with the report.
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