Creating a Custom LinkIQ Report

KB Article #4460

LinkIQ allows you to create custom data reports to drill into specific details about your dealership's performance. These reports can be sorted or filtered to view specific details and downloaded to share within your dealership.

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To create a LinkIQ report:

1. Click the LinkIQ tab.
   
2. Click the Reporting tab.
3. Select a Solution from the drop-down. (Only OEC solutions that you subscribe to will be available from the list.)
   
4. Select the report you want to run from the Focus drop-down. The Solution you selected will determine the available reports:
   • CollisionLink:
     • Customers: The total sales quantities, sales dollars, orders, reimbursements, and conversions by customer. Click the  to view transaction level detail for a specific customer.
     • Parts: The total sales quantities, sales dollars, orders, reimbursements, and conversions by part number. Click the  to view transaction level detail for a specific part.
     • Salespersons: The total sales quantities, sales dollars, orders, reimbursements, and conversions by salesperson. Click the  to view transaction level detail for a specific sales person.
   • RepairLink:   
     • Customers: The total sales quantities, sales dollars, orders, reimbursements, and conversions by customer. Click the  to view transaction level detail for a specific customer.
     • Parts: The total sales quantities, sales dollars, orders, reimbursements, and conversions by part number. Click the  to view transaction level detail for a specific part.
   • LinkIQ DMS:   
     • Customers: The total sales quantities, sales dollars, orders, reimbursements, and conversions by customer. Click the  to view transaction level detail for a specific customer.
     • Parts: The total sales quantities, sales dollars, orders, reimbursements, and conversions by part number. Click the  to view transaction level detail for a specific part.
     • Salespersons: The total sales quantities, sales dollars, orders, reimbursements, and conversions by salesperson. Click the  to view transaction level detail for a specific sales person.
   • D2DLink:   
     • My Locates: The number of locates, the number of locate searches performed, and the total e-commerce requests by part number.
     • Idle Parts: A summary of idle part inventory by age (6 months or older, 9 months or older, 12 months or older, 15 months or older, and 24 months or older)
   • D2D Express:   
     • Referral Activity: Summarizes (by day) the number of D2D Express referrals received and what was done with them (Misses, Committed, Shipped, Canceled, or Declined). Click the  to view transaction level detail for a specific date. 
   • MarketplaceDirect:     
     • Parts: Summarizes the total sales quantity, sales dollars, dealer cost, and margin by part. Click the  to view transaction level detail for a specific part.
5. If your dealership services multiple manufacturers, use the Manufacturer drop-down to select the desired option.
   
6. Use the Date option to select your date range.
   
   
   1. Reports using the date ranges on the left-hand side (Yesterday, Last 7 days, etc.) can be scheduled on a recurring basis. (Click here for more information.)
7. Click Generate Report.
8. Once a report has been generated, you can:
   • Click a column header to sort by that information.
     
   • Drag columns to a new location to change the display order.
     
   • Click the  icon to filter the report by specific data.
     
   • Use the  icon to download report data into a Microsoft Excel document.
   • Add or remove data with the Column Chooser () icon. Simply drag a column into the desired location on the report to add or back to the Column Chooser box to remove.