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Add a New Report

You can create your own customized reports in IDMS.

This video provides an overview of creating customer reports in IDMS.

  1. Do one of the following:
  • From the Console, click the Reports icon .
  • In the left navigation pane, click the Reports icon and choose Reports.

The Reports List page lists standard and custom reports in the IDMS system.

  1. Click the More icon , and choose Add Report.

The New Report page opens.

The Report Type and Report Institution fields are system-filled and unavailable.

  1. Complete the fields, and click Update Report.

The Detail tab opens by default.

ClosedTo add a column
  1. Click the Columns tab.

  1. Click the Add icon .

The Datasource section lists all tables by default.

  1. Click the Dates, Money, Fields, Text, Contact Info, and Percentages icons, and select the fields to add.
Click Generate Report to run the report at any time.
  1. Click the next tab. The fields added are automatically saved.
ClosedTo add a filter
  1. Click the Filters tab.

  1. Click the Add icon .

  2. The Datasource section lists all tables by default.

  1. Choose the fields you want to add filters to.

The fields move to the Report Filters section. You must filter each one individually.

  1. Choose operator and value criteria, and click Update Report.
ClosedTo add security
  1. Click the Permissions tab.

A list of users appears.

Click the down arrow in the User Name column to perform a reverse sort by first name.
  1. Check the boxes for Can Execute and Can Edit.
  2. Click Update Report.
ClosedTo add a schedule
You can schedule an existing report to run by clicking the Schedule Report button on the Reports List page.
  1. Click the Schedule tab.

The Schedule tab opens.

Export FTP must be enabled before it is available on the Schedule page. Export FTP gives the dealer the ability to schedule any report (standard or custom) via an FTP server and may also be referred to as FTP Export. This exports report data to a third party directly from the Report page in IDMS. Type your information for File Name, Host, Userand Password. Complete other information for this feature as needed. Note that the Port is set to 21 by default. You can choose between FTP or SFTP in the Protocol field. SFTP provides a more secure means of transmission.

  1. Complete Select Filter Parameters, Schedule Report, and Recipients as described on the page.

  2. Click Update Report.
ClosedTo add a new folder

You can only add a new folder in custom reports, not standard reports.

  1. From the Reports List page, click the expander to add a folder to.
In this example, you are adding a folder to the Public set of reports.

  1. Click the More icon and choose Add Folder.

  1. Type the new Folder Name, and click Update Folder.
ClosedTo create a copy of an existing report
  1. From the Reports List page, choose the folder to edit.

The Report Folders section displays the list of reports in the folder.

  1. Locate the report to copy, click the More icon and choose Duplicate.

The Copy Existing Report page opens report details.

  1. Complete the fields, and click Update Report.

  2. Edit columns, filters, and schedules as needed, and click Update Report.

This video provides an overview of copying a standard report in IDMS.