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Generate a Report (Dealer Users)

  • How To
  • Step By Step

Generate a Report (Dealer Users)

To generate a report:

n1

If desired, from the Search by drop-down list, select a filter option.

n2

Type a secondary filter value, and then press the Enter key.

n3

Select a dealer.

n4

Click the Schedule button.
Note: Click the Cancel button to cancel without generating the report.

n5

From the Email Notification of Report Completion options, select "Yes" if you would like to receive an email notification when the report is generated, or "No" if you do not want to receive an email notification.
 

n6

If you selected "Yes", either check the checkbox next to your email address, or type additional addresses in the blank field and check the checkbox next to the field.
Note: You can add multiple addresses by separating them with a semi-colon.
Note: An email will not be sent unless the checkbox next to the email field is selected.

n7

In the File Type section, select one or more output file types.

n8

In the Schedule Report to section, select when you want the report to run.
Note: If you select "Run At", you must select a start date and time for the report to generate.
Note: If you select "Recurrence", you must select the date, time, and recurrence for the report to generate.

n9

Click the Schedule button.  

Generate a Report (Dealer Users)

  • How To
  • Step By Step

Generate a Report (Dealer Users)

To generate a report:

  1. If desired, from the Search by drop-down list, select a filter option.
  2. Type a secondary filter value, and then press the Enter key.
  3. Select a dealer.
  4. Click the Schedule button.
  5. From the Email Notification of Report Completion options, select "Yes" if you would like to receive an email notification when the report is generated, or "No" if you do not want to receive an email notification.
  6. If you selected "Yes", either select the checkbox next to your email address, or type additional addresses in the blank field and select the checkbox next to the field.
  7. Select a file type.
  8. Select when you want the report to run.
  9. Click Schedule.

  • Generate a Report (Internal Users)
  • Report Writer Generate Page Overview (Dealer User)

Generate a Report (Dealer Users)

To generate a report:

n1

If desired, from the Search by drop-down list, select a filter option.

n2

Type a secondary filter value, and then press the Enter key.

n3

Select a dealer.

n4

Click the Schedule button.
Note: Click the Cancel button to cancel without generating the report.

n5

From the Email Notification of Report Completion options, select "Yes" if you would like to receive an email notification when the report is generated, or "No" if you do not want to receive an email notification.
 

n6

If you selected "Yes", either check the checkbox next to your email address, or type additional addresses in the blank field and check the checkbox next to the field.
Note: You can add multiple addresses by separating them with a semi-colon.
Note: An email will not be sent unless the checkbox next to the email field is selected.

n7

In the File Type section, select one or more output file types.

n8

In the Schedule Report to section, select when you want the report to run.
Note: If you select "Run At", you must select a start date and time for the report to generate.
Note: If you select "Recurrence", you must select the date, time, and recurrence for the report to generate.

n9

Click the Schedule button.  

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