Host Reports Workflow
|
|
|
|
Click a task in the diagram to navigate to the instructions to perform the task. After reviewing the instructions, use the Back arrow in the navigation bar to return to this workflow.
Description
The diagram illustrates the workflow for viewing, printing, filtering, searching, and adding or removing a Host report from the Favorites list.
To add a Host report to the Favorites list:
- Select the report in the Reports list.
Note: The row will turn a turquoise color. - Move your mouse pointer over the Action icon.
- From the Action menu, select the Add to favorites option.
Note: The name of the report appears on the Favorites list. - Repeat steps 1-3 until all desired reports are added to the Favorites list.
|
|
The greatest benefit of adding reports to your Favorites list is that you only have to search for them once, then use the Print Overnight Reports button in the Favorites section to quickly print all of your morning Host reports. |
|
|
Use the Filter and Search options to locate Host reports quickly and easily. |
|
|
Internal users can have favorite reports, but they must be the same favorites for all dealerships the user may access. Internal users cannot have a separate list of favorite reports for each dealer. |
Add a Host Report to the Favorites List
|
|
|
|
To add a Host report to the Favorites list:
|
|
Select the report in the Reports list. |
|
|
Move your mouse pointer over the Action icon. |
|
|
From the Action menu, select the Add to favorites option. |
|
|
Repeat steps 1-3 until all desired reports are added to the Favorites list. |
|
|
The greatest benefit of adding reports to your Favorites list is that you only have to search for them once, then use the Print Overnight Reports button in the Favorites section to quickly print all of your morning Host reports. |
|
|
Use the Filter and Search options to locate Host reports quickly and easily. |
|
|
Internal users can have favorite reports, but they must be the same favorites for all dealerships the user may access. Internal users cannot have a separate list of favorite reports for each dealer. |