There are two ways to customize your reports - The Advanced Search and the filtering option. Below is an example for technician videos.
If you would like to create a custom report for just only your teammates, under Insights > Technician Video you can filter out certain criteria for your report needs. This page will have drill downs for your technicians as well a 6 month trend graph. You can print a CSV file to modify the drill-down any way you would like.
Under Advanced Search, you can create different customized reports with different data fields. We have different templates as well under Saved Searches (C)
A: Date Range of the report
B: Which Dealership should be in the report
C: The type of reports
D: The data fields such as a service advisor's name, the date, the department, etc.
E: The metrics are the data output such as the amount of appointments, technician videos, video walkarounds, texting, calling, etc.
F: Filtering by the repair order types, department, the amount
G: Running the report
H: Saving that report for future uses.
This below is an example of a report only for Appointments. You can save the report as an Excel file by Download as CSV.