Reports

Reports gives you access to DataSheet, DealerPortal's ad-hoc reporting and query tool. Go to Administration → Reports and click Go to DataSheet to open it.

Reports, Views, and Saved Queries available here are defined by your development/database team ahead of time — you choose from what's offered rather than defining a new report's structure yourself.

Running a Report

1. Set the type dropdown to Reports.
2. Choose a report from the list.
3. Fill in any parameters it asks for (text, dates, or dropdowns, depending on the report).
4. Click Run Report.

Results appear in a grid below, with an Export Results option for CSV/Excel.

Building a Query Against a View

1. Set the type dropdown to Views.
2. Choose a view from the list. A query builder appears.
3. For each filter you want, choose a Column, an Operator (equals, like, is between, is null, etc.), and a value — the input adapts to the column's type (text, checkbox for yes/no, date picker, or a dropdown of that column's actual distinct values).
4. Use the + / − buttons to add or remove filter rows, and the And/Or dropdown to combine them.
5. Click Run Query to see results.

Saving a Query

After building a query, click Save Query, give it a name, and choose whether it should be private to you or visible to others. Saved queries appear under the Saved Queries type going forward, and can be reloaded, re-run, or deleted from there.