Building a custom report

The 47 presets cover most of what dealerships ask for, but every dealership has the one weird report only they want — "deals by lead source for cars under $20k where the salesperson started this year". The custom builder is for that.

Open the builder

Reports → New custom report (button at the top of the gallery).

The four things you pick

A custom report is just four ingredients:

1. Metrics — what gets counted. Up to 5 metrics on one chart, each with its own Y-axis.
   • Examples: Deal count, total revenue, gross profit, average margin, delivered count.
2. Dimension — how the metric is grouped (the X axis).
   • Examples: Month, week, day, salesperson, sales channel, vehicle make, lead source, finance company.
3. Date range — what window the data comes from.
   • Presets like Last 30 days, This month, Last quarter — or pick a custom from/to.
4. Filters — narrow the data before grouping.
   • Examples: Channel = Used Cars, Status = Delivered, Sale price > $30,000.

The builder shows a live preview as you tweak — every change re-runs the query and updates the chart in real time.

Chart types

The builder picks sensible defaults based on your metrics + dimension. You can override:

• Line — best for time-series metrics (deal count over months).
• Bar — best for categorical comparison (revenue by salesperson).
• Stacked bar — best for multi-metric comparison (deals delivered vs cancelled by month).
• Pie — best for share-of-total (lead source distribution).
• Single number — when you just want the headline (this month's revenue).

If you pick a chart type that doesn't make sense for your data (e.g. pie chart with 50 dimensions), the builder greys it out.

When you have no data

While you're building, you might pick filters that return zero rows. The builder falls back to sample data with a clear "Sample data — no real deals match this configuration" disclaimer. You can keep building knowing the chart will look right when real data lands.

Saving

Click Save as new and give it a name. The report appears in your gallery under the Custom category. From there it works like any preset — pin it, schedule it, share it, edit it.

Editing existing custom reports

Open a custom report from the gallery, click Edit. The builder pre-fills with the saved configuration. Make changes, save back, or save as new (a copy).

Per-metric Y-axes

If you want to chart two very different scales on the same chart — say "deal count" (units) and "total revenue" (dollars) — give each metric its own Y-axis. Builder lets you toggle "secondary axis" per metric.

Worked example

Let's build "Monthly delivered revenue by sales channel for this year":

1. Metrics: Total revenue (delivered only).
2. Dimension: Month.
3. Date range: Year to date.
4. Filters: Status = Delivered.
5. Chart type: Stacked bar (so each channel stacks within each month bar).

Save as "YTD delivered revenue by channel". Done.