Exporting Single Vehicle Reports

Please refer to the help article Importing A Report Template​ for a description on how to import commonly exported report templates into the Report Builder.

Once a custom report template has been imported into the Report Builder (and further customized),  the FTP credentials that were provided by the third-party need to be entered into its corresponding section by highlighting the report, clicking on Options, and selecting FTP (File Transfer Protocol). This brings-up the Site Definition dialog box where the FTP credentials such as FTP Host, Login Name, and Password can be entered.

As a result, custom reports can now be conveniently exported from within individual vehicles by double-clicking on a vehicle, clicking on Options, and selecting Export with Reporter. The desired report can then be selected by clicking on the drop-down arrow next to the Reporter Template field and exported by clicking on Export.

 

Similarly, custom reports can also be exported from within individual deals by double-clicking on a deal, clicking on Options, and selecting Export with Reporter. The desired report can then be selected by clicking on the drop-down arrow next to the Reporter Template field and exported by clicking on Export.