Reporting Basics

  1. Reporting tools – Right clicking a report will provide you with several options that can help save you time.
    • Saving Reports as Favorites – If you right click the name of a report you can select the option ‘Add To Favorites’. This will move the report to the top of your reporting screen under ‘Favorites’, which allows you to keep the reports you run the most in one place without having to look for them every time you want to run them.
    • Creating Alternate Names – If you right click the name of a report you can select the option ‘Add Custom Alternate Name’. You will be prompted to change the name of the report for your login or for the entire company. This lets you rename the report to make it easier to recognize what the report does. You can also search for the report by the custom name you created using the Alt Name field.
    • Save Filter Presets- If you right click the name of a report you can select the option ‘Save Report Filter Presets’ to lock in the filters you have applied to the report you have selected. This is useful if you are consistently running a report with the same filters. Ex: If you are always running the ‘Daily Operation Report’ with Finance selected as the ‘Department’. Note: You may want to clear all date fields prior to saving your filter presets.
    • Create Desktop Shortcut- If you right click the name of a report you can select the option ‘Create Desktop Shortcut’ to create an icon on your server desktop that will take you directly to the report when opened. This is a useful tool that allows you to pull up a report without having to open the Motility Main Menu, selecting Reporting, and looking up the report within the reporting module.
  2. Search Reports by Alternate Name
    • If you create an alternate name for a report you can use the Alt. Name field in the bottom left of the reporting screen to search for that report by the name you created. Just type in the name and press the enter key on your keyboard and you will be taken directly to that report.
  3. Expanding and Collapsing Menu Options
    • You can use the small + signs to expand a menu option and open a list of sub-reports within a category. For example you can press the + button next to Finance and Insurance to access Front End, Back End, Finance Commission, and other F&I reports. Additionally you can expand these sub reports for additional options if you see a + sign next to category name.
    • Alternatively you can press – sign and collapse any menu you’re not using.