Using Custom Scheduled LinkIQ Reports

KB Article #5673

LinkIQ allows you to create and schedule 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. By scheduling them, you can receive the reports on a regular basis: daily, weekly, or monthly. (Click here for more on creating on demand custom reports.) 

• Click here to view a list of available custom reports.
• Click here to add a scheduled custom report. 
• Click here to edit scheduled custom reports. 
• Click here to delete or deactivate a scheduled custom report. 

---

Custom Report Focuses

Report	Description
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.
Salesperson	The total sales quantities, sales dollars, orders, reimbursements, and conversions by salesperson. Click the  to view transaction level detail for a specific salesperson.
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.
Salesperson	The total sales quantities, sales dollars, orders, reimbursements, and conversions by salesperson. Click the  to view transaction level detail for a specific salesperson.
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.

---

Creating Scheduled Reports

To schedule a custom LinkIQ report:

1. From the LinkIQ tab, click the Reporting tab.  
    
2. Select a Solution from the drop-down. (Only OEC solutions that you subscribe to will be available from the list.)
   
3. Select the report you want to run from the Focus drop-down (see the table above for descriptions). Note: The Solution you selected will determine the available reports. 
4. If your dealership services multiple manufacturers, use the Manufacturer drop-down to select the desired option. 
   
5. Click the calendar icon in the Date field and choose one of the five date options on the left: 
   
6. Click Schedule Report. 
7. Type your report name in the provided field. 
   
8. Type your email address in the provided box and click Add. 
   
   
   1. Repeat this step to send the report to additional email addresses. 
9. Your scheduled report defaults to deliver weekly on Mondays. Use the drop-down to change the day of the week that your report is sent. 
   
   
   1. Note: The report defaults to a weekly delivery regardless of what data range is selected. For example, if you chose a 30-day report, you will receive this report each week. If you want to receive reports on a monthly basis, check the Deliver Monthly box. 
      
10. When ready, click Schedule. 
11. To view your list of scheduled reports, click the Settings tab and choose Saved Reports from the left side panel. The list will be at the bottom of the page, under Scheduled Saved Reports. 
    
    

---

Editing Scheduled Reports

To edit scheduled custom reports:

1. In the LinkIQ tab, click Settings and choose Saved Reports from the left side panel. 
   
2. Scroll down to the Scheduled Saved Reports table and click the Edit button associated with the report you want to modify. 
   
3. Modify the following as needed: 
   
   1. Change the Date Criteria by choosing from the drop-down menu. 
      
   2. Add and remove email addresses from the Recipient(s) section as desired. 
      
   3. Update the delivery timing by choosing the weekday from the drop-down or checking the Deliver monthly checkbox and choosing the day of the month. 
      
4. Click Save to finalize your changes. These changes will take effect with the next report you receive. 

---

Deleting Scheduled Reports

To delete or deactivate a scheduled custom LinkIQ report:

1. In the LinkIQ tab, click Settings and choose Saved Reports from the left side panel. 
   
2. Locate the report you want to delete in the list of Scheduled Saved Reports at the bottom of the window. 

To deactivate a report temporarily:

1. Click the Deactivate button. 
   
2. A message will display, notifying you the report has been deactivated. The report will no longer be sent. 
   
3. Click the Activate button when you are ready to start sending the report again. 
   

To permanently remove a scheduled custom report:

1. Click the trash can icon. 
   
2. Click Yes to confirm the report deletion. 
   
3. The deleted report will be removed and will no longer be sent.