About Reports And Dashboards

To help users across the dealership to stay on top of key metrics, the Anvil Suite of Applications comes equipped with a number of pre-formatted reports and dashboards. Users can also create their own reports and dashboards, make copies of existing reports, subscribe to or share reports, and save reports in public or private folders. In fact, it’s so easy to create new reports that the keeping them organized and relevant can become a challenge. But don’t let that stop you from digging in! The more you discover the power of reports and dashboards, the more you’ll begin to use them.

Many dealers have an Anvil-configured dashboard as their Home page, which displays the data most relevant to your role. For instance, a Salesperson sees a Sales dashboard and a Service person sees a Service dashboard.

Info: Because each dealership is different, the reports and dashboards you see will depend on both your role and the system configuration.

In case you’re not familiar, a dashboard is a visual display of key metrics and trends. Each dashboard element, – a box showing the graph or metric – is drawn from a report. Notice the links to the underlying report within each element? Click the link to open the report in a new tab.

The Reports Tab

To discover more reports, navigate to the Reports tab. Notice that reports are organized by category and stored in folders. Use the search bar to find existing reports. You can create a new report from scratch but starting from an existing report is often helpful. After you make changes to the report, the best practice is to save it with a new name and store it in an appropriate folder.

The Dashboard Tab

To discover more dashboards, navigate to the Dashboards tab. Like reports, dashboards are organized by category and stored in folders. Use the search bar to find existing dashboards.

Note: The permission to create a new dashboard is tightly controlled and depends on your access. Talk to your System Administrator or Anvil Support to request access.