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Set a Custom Report as a Default

  • Updated

When you have created a custom report or customized a report, you may choose to use the custom report as a default. This allows you to see and run the custom report instead of the standard report.

Open Custom Reports File Manager

Set a Custom Report as the Default

Remove Custom Report (Use the Default Report)

Open Custom Reports File Manager

  1. Open the reporting module.
  2. Select the Custom Reports File Manager button at the top center of the screen. This will open a new tab showing the custom reports that have been created for your dealership. 

report_file_manager_button.png

  1. The Custom tab is shown by default. Verify the name of the custom report. If you wish to set a custom report to show and print instead of the default report, the custom report name must be named the exact same as the standard report. 
  2. You may right-click to open a menu and choose to rename the report. Alternatively, you may choose the Rename icon at the top of the list to update the custom report name. 

report_file_manager_rightclickmenu_rename.png

Set a Custom Report as the Default

  1. Click to highlight the custom report.
  2. Right-click over the report window to show a menu.
  3. Choose the Move option from the menu. Alternatively, you may choose the move icon at the top of the file manager window.

report_file_manager_rightclickmenu_move.png

  1. Either of these options will open the destination selection window. Click the Default folder.

report_file_manager_move_destination.png

  1. Click the OK button. This will close the destination selection window and display the folder where the report was saved.

report_file_manager_move_completed.png

Remove Custom Report (Use the Default Report)

When moving a report out of the Default folder back to the Custom folder, the custom report is no longer printed by default. The standard report will be printed without customization. 

  1. Select the Default folder in the list to the left.
  2. Click to highlight the custom report in the window.
  3. Right-click over the report window to show a menu.
  4. Choose the Move option from the menu. Alternatively, you may choose the move icon at the top of the file manager window.
  5. Either of these options will open the destination selection window. Click the Custom folder.
  6. Click the OK button. This will close the destination selection window and display the Custom folder where the report was saved.