The detail section of a custom report consists of up to 3 lines of detail fields per vehicle.
For example, you may want to view the stock number, year, and make of each vehicle on the first line of your report.
To add a field to a line, click the +Add Field button next to the report line. This will add an empty field to the report line.
To delete a field, click the -Del Field button next to the report line.
When you click the +Add Field button, the Custom Report Designer will insert an empty field into the appropriate report line.
To choose a specific field for your report, click inside the new, empty field. A down arrow will appear within the field. Click the down arrow to display a pull-down menu of field names from which to choose. A full list of fields and descriptions can be found at the following links:
Note: The SPACE field will allow additional spacing between fields.
Changing the Field Properties
You may change some of the field properties in the Properties section in the lower left-hand corner of the window:
➢Change the width of a column -- enter width in inches or click and drag the edge of the field.
➢Add or edit a field heading -- Fields have a default heading. You can change it here by typing in the box.
➢Add a calculation to the field (see below)
To add a calculation to a field, click the down arrow in the Total Calculation box. Select the appropriate calculation from the pull-down menu that appears.
•Sum -- Prints totals for numeric fields
•Average -- Gives average of numeric fields
•Count -- Gives a count of the number of records displayed
You may change the position of a field within the report, but you may only do this if the field remains on the same line. To change the position of a field, click and drag the field by the small gray bar at the top of the field. Drag the field to its new position within the report line and release the mouse button to drop the field into its new position.
Runtime Filters (Attaching a Saved Filter to the Report)
If you have previously saved a filter, you may add that filter to your report to ensure it is applied when you run the report. To add a filter directly to your custom report, click the down arrow of the Runtime Filter box. The system will display a list of filters you have already created and saved. Click to select the filter you wish to always apply to this report.
Additional Details
You may wish to enhance your report further with separators and other vehicle information.
To add a separating line between each vehicle record listed on your report, click the Lines Between Records checkbox. If this box is checked, the system will print lines separating each record on your report for easy viewing.
To print out the options list of each vehicle record in your report, click the Print Options/Accessories checkbox. If this box is checked, the system will print an options list containing all of the options and accessories that were checked off in the Vehicle Detail section for each vehicle.