![]() Click on it a second time and you’ll get an ↓, which sorts the data in descending order. Click on a column header once and you’ll get an ↑, which sorts data in ascending order. For a simpler way to sort data, you can click on the column headers. ![]() This is good if you want to set up a report that has different sections of data with labels and subtotals, like an inventory report separated by New and Used inventory with subtotals for each part. One way is to use the “Group” feature located in the lower right of the reporting module. Sorting Columns: There are two ways to sort data in reports.Once you’ve made a duplicate of the standard report, then you can modify the duplicate as much as you want to. Duplicate Prebuilt Reports: The standard reports cannot be modified, but it’s easy to duplicate one that provides some of the data you are looking for.For example: “Service Hours Per RO MJS December 2020.” Using your initials in the report names makes it easy to search for the ones you have built. Begin with the department or area that the report is for, add a short description, and add your initials and the date. Before you get started, come up with a naming convention that you will use for the reports you create. Naming Conventions: Once you learn how to make your own reports, you won’t want to stop.Here are some reporting tips and tricks that I’ve learned along the way: The prebuilt reports can also be useful, but you may need additional or more specific reports. This is either because they haven’t learned how to build reports, or they once tried, and things didn’t work as expected. In my work with dealers, I often find that many don’t take advantage of Lightspeed EVO’s reporting capabilities. ![]() In industries where profit margins are often razor thin, identifying strengths and opportunities can help you dominate a market by focusing on the profitable segments of the business and missed opportunities.ĭata analysis can be done in many ways, but the first thing you need to do is to learn how to extract that data from your DMS. Analyzing the data can highlight trends and help to pinpoint strengths and weaknesses in a business. ![]() Big data doesn’t just apply to the data that has been collected - it also applies to what can be done and is done with that data. While it’s a techie term, Powersports, Marine and RV dealerships can all learn something from this concept. Many corporations use big data to make decisions both large and small. Here's the transcript of the article from the newsletter that just went out. Good timing on this one as it matches up to one of my other projects of creating a way for Lightspeed EVO dealers to share reports. Lightspeed was kind enough to feature another one of my articles in their quarterly newsletter. ![]()
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