Reports are an essential method of tracking profit and costs, reporting sales tax, and examining dealership trends. To that end, DeskManager Online offers customizable and comprehensive reporting tools, as well as a large number of common premade reports many dealers rely on.
This article will walk you through how to run reports in DeskManager Online. It will be broken up into the following sections:
Accessing Reports
First, click the Settings cogwheel located at the bottom of the leftmost sidebar. Under the Reports & Charts category, select your desired report type.
For additional understanding on accessing reports, refer to our article here: Reports Library & Custom Reports
Top Bar Navigation
The top bar inside each report will have buttons at the top.
These buttons are detailed below.
Export
You can use the Export button to choose from three different formats in which to export your report..
The Excel export will be exporting information as an Excel (.xlsx) file which can be opened by Microsoft Excel.
The Comma Delimited export will be exported as a .csv file with commas used to separate the data.
The Tab Delimited export will be export as a .tsv file with tabs used to separate the data.
The Print button allows you to print your report.
For additional understanding on printing reports, refer to our article here: Printing Reports
Customize / Add to Custom Reports
The Customize button will allow you to customize your report.
The Add to Custom Reports button will create a copy of the library report which will then allow you to customize your report.
For additional understanding on customizing reports, refer to our article here: Customizing Reports
Favorite
The Favorite button will add your report to your favorites list.
Favorited reports can be found in a number of places.
Reports & Charts Favorites
By clicking Reports & Charts, then selecting the Favorites section, your report is under will show your favorited report in the Favorite Reports section.
Homepage
Favorited reports will appear on the homepage under the desired section of the program under Reports & Charts.
Quick Filters
As implied, Quick Filters can be used to quickly filter your report.
The Quick Filters are defined when the report is created or customized. Please note that you will need to add any library reports to your list of custom reports in order to change the quick filters. For additional understanding on customizing reports, refer to our article here: Customizing Reports
Advanced Filters
The Advanced Filters provide a lot of flexibility for filtering your report.
The Advanced Filters will allow you to filter your report by more than just the fields under Quick Filters. These Advanced Filters function the same as they do when building custom reports, but the Advanced Filters will not save when you close the report. For additional understanding on customizing reports, refer to our article here: Customizing Reports
Summaries
Summaries of your data will appear at the bottom of the report.
These summaries can be customized as needed. For additional understanding on customizing reports, refer to our article here: Customizing Reports
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