Enjoying what you’re reading? Sign up now.

Subscribe
Search

The Quick Way to Identify Your Top-Spending Customers

Article Highlights:

  • Tell the system how often you’d like to run a report.
  • This works for any report you’d like to run on a regular basis.

Suppose you want a monthly report for a specific metric in your dealership. Do you know how to find that information?

You could set a reminder to compile a list on the 1st of the month, every month. But, using Retail Management Intelligence, there’s a much easier way.

For example, let’s assume your boss wants to see the names of the dealership’s best customers. Specifically, he wants a monthly report of the overall lifetime value of the top customers for your dealership.

Here’s what you would do:

To start, you would build a report in Report Generator that ranks customers by total sales.

Top Spendin gCustomer

Use the F9 “Schedule Report” button, and tell the system how often you’d like to run the report.

When you press F9, the following screen displays:

Queue Report

Enter the frequency and time you want the report to run, then select the Queue (F12) button. The report will automatically print to the designated printer at the scheduled time, on whatever time frame you’ve set (e.g. daily, weekly, monthly, etc.).

This works for any report you’d like to run on a regular basis. All you have to do is create a report, then use the same process to schedule it to run as often as you’d like.

For more great information about how to use your Reynolds system, check out the upcoming web-based and in-class training available from Reynolds Software Education.

Share this Article

Software Education, Reynolds and Reynolds

Jennifer McReynolds has worked in Software Education over 15 years. In addition to overseeing the training of her instructors, Jennifer reviews and updates course materials to match recent software changes.

Related Articles:

At the start of a typical day, you drive up to the dealership, walk to your office, and start sifting through information.  You have a

There’s been a battle in your dealership since the dawn of time. It isn’t the haggling your sales staff go through with customers. It isn’t

Technology is having a larger impact on dealerships today than it ever has. But most of the time the accounting office gets the short end

The Parts Main Page is your default landing page. When you first open Parts, there are 12 default links that display. If you find you’re