Creating Scheduled Alert Reports in PSXLink

KB Article #4885

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Track your success and make strategic decisions with PSXLink's report feature. PSXLink allows you to schedule or download on demand a series of reports with the most current data about your OEC subscriptions. Reports will be available for solutions that you subscribe to, including CollisionLink and RepairLink.

• Click here to view to list of available reports.
• Click here to add a scheduled report.
• Click here to edit saved reports.
• Click here to delete or deactivate a scheduled report.
• Click here to download a report on demand.

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Available Alert Reports

Report	Description
CollisionLink
CL Sales Decrease	Provides a list of customers that have more than $2,000 in sales in the last 90 days and have decreased their sales with your dealership by 25% or more when comparing the last month to the prior two-month average.
CL Sales Increase	Provides a list of customers that have more than $2,000 in sales in the last 90 days and have increased their sales with your dealership by 25% or more when comparing the last month to the prior two-month average.
CL Days No Sale	Provides a list of customers that have more than $3,000 in sales in the last 90 days but have not ordered from your dealership in 15 days or more.
CL New Attached Shops	Provides a list of shops that have attached (become an active Trading Partner) to your dealership in the last 30 days. Additionally, the report also provides the shop's sales volume for the last 30 days--allowing you to monitor new customers and their usage of CollisionLink.
RepairLink
RL Sales Decrease	Provides a list of customers that have more than $2,000 in sales in the last 90 days and have decreased their sales with your dealership by 25% or more when comparing the last month to the prior two-month average.
RL Sales Increase	Provides a list of customers that have more than $2,000 in sales in the last 90 days and have increased their sales with your dealership by 25% or more when comparing the last month to the prior two-month average.
RL Days No Sale	Provides a list of customers that have more than $3,000 in sales in the last 90 days but have not ordered from your dealership in 15 days or more.
RL New Attached Shops	Provides a list of shops that have attached (become an active Trading Partner) to your dealership in the last 30 days. Additionally, the report also provides the shop's sales volume for the last 30 days--allowing you to monitor new customers and their usage of RepairLink.

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Adding a Scheduled Alert Report

To schedule a PSXLink report: 

1. Choose Alert Scheduled Reports from the Reporting drop-down menu.
   
2. If needed, use the Select Manufacturer drop-down to select the OEM.
   
3. Type your email address in the provided box and click Add. Repeat this step to send the report to additional email addresses.
   
4. Check the box next to the reports you wish to receive.
   -or-
   Check Select All to receive copies of all reports.
   
5. Choose the day to receive the reports from the Deliver weekly on drop-down. 
   
   -or-
   Check the Delivery Monthly box and choose the Day of Month to deliver. 
   
6. Click Add Scheduled Reports.
7. Your list of scheduled reports will display at the bottom of the window.
   

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Editing Saved Alert Reports

To edit saved reports:

1. Choose Alert Scheduled Reports from the Reporting drop-down menu.
   
2. Click the Edit button associated with the report you want to modify.
   
3. Modify the following as needed:
   
   1. To change the day the report is sent, click the Deliver weekly on drop-down and select a different day.
      
   2. If you want the report to be delivered once a month, check the the Deliver Monthly box and then type the Day of month the report should be sent.
      
   3. Use the Criteria options to narrow the information that displays on the report. (Criteria varies by report.)
      
   4. To add an additional recipient, type the email address in the field provided and then click Add.
      
   5. To remove a recipient, click the X next to their email address.
      
4. Click Save to finalize your changes. These changes will take effect with the next report you receive.

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Deleting or Deactivating Scheduled Alert Reports

To delete or deactivate a scheduled PSXLink report: 

1. Choose Alert Scheduled Reports from the Reporting drop-down menu.
   
2. Locate the report you want to delete in the list of Scheduled Reports at the bottom of the window.

To deactivate a report temporarily:

1. Click the Deactivate button.
   
2. Click the Activate button when your are ready to start sending the report again.
   

To permanently remove a report subscription:

1. Click the trash can icon to the right of the desired report.
   
2. Click Delete to confirm the report deletion.
   
3. The deleted report will be removed and will no longer be included in your email.

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Downloading On-Demand Alert Reports

To download an on-demand report:

1. Choose Alert On Demand Reports from the Reporting drop-down menu.
   
2. If needed, use the Select Manufacturer drop-down to select the OEM.
   
3. Select the report you want to download. (You can only download one report at a time.)
   
4. If needed, adjust the criteria of the report to meet the needs of your dealership. (Adjustable values vary by report.)
   
5. Click Download Report. Your report will download as a CSV-formatted file.