Creating a Report

CDK Vehicle Dashboard Report Builder

To create a new Report, follow these instructions.

1. On the main Report Builder screen, click the Create button at the bottom of the screen. You can also click Create Report in the Business Data screen for the Business Data you'd like to create a report for.

2. On the Business Data screen, click Create Report under the Business Data you wish. Click Continue when you are finished.

3. On the Select Report Layout screen, create a report title and description, and any changes to the Report Header. In the Report Header section, you can also select whether to create a public report (visible and usable by anyone), or a Private report (available only  to you, and administrators)Select which fields you'd like to have included in your report. In order to create a report you must title it, give it a description and choose at least one field from the list. Click continue when you are finished.

4. Select any filters to use in your report by choosing from the list on the Select Report Filter screen. These filters allow you to more easily organize relevant data. You can also select the condition, value and any and/or statements. Finally, you can click the Prompt box to re-prompt for a field before you run the report in the future.

5. The Group and Summary screen allows you the ability to group your results, sum them or average them. By clicking the check box, you can also display  a count of the results.

6. You can sort your results on the Select Sort screen by  selecting the field you want sorted, and choose either Ascending or Descending. When finished, click the Save button to save your report, or Run to run your report.