Printing Custom Reports

The software will display a listing of your custom reports in the Print Custom Report window. Click to highlight and select a report name for printing. Click the OK button to begin printing your report.

Limiting Data Displayed on Custom Reports

Whenever you print a custom report, the data for the report will always be pulled from the data listed on the screen at the time you run your report. If you wish to limit the data displayed on your report, you must also limit the data listed on the screen by using the built-in filters . If you notice that your custom reports are not showing all of the data items you expect, you may want to check to see if a filter is currently being applied.

For example, you are printing a custom report from within the Deal History tab which will display a customer's name, address, and the VIN of the vehicle purchased.  You also want this report to to only show this data for last month's deals. You would need to first use the filters at the bottom of the screen to first limit the deals displayed on the screen to show only last months deals. Once you have only last month's deals listed on the screen, you can then run and print your custom report.  Since the report pulls data from what is showing on the screen, your custom report will show the customer's name, address, and VIN from only last month's deals.