Question
How do I create a Selections Report for all Customers who own more than one Vehicle?
Answer
You can create a Selection to show all Customers that own more than one vehicle by going to CRM > Selections > Search.
Click into the 'Choose Fields To Search' box, this is where you choose what information you would like your Selection Report to search for. In this case, you will need to single click into the Customer Information Expanding List and double click on 'Vehicles Owned Count'. This will pull this field to the right hand side of the screen, single click on this and from the drop down select 'Greater Than' and in the second box, enter the amount '1'. Then, click 'Add'.
In the Company Structure box, you can select the level that you would like this Report to be ran at.
After you have selected this, click 'Accept'.
Then, you will need to click into the 'Choose Fields To Display' box. This is where you choose all the fields that you would like to display on the report. Click into the expanding lists and you can select any of these options to show on the Selection Report. The order which you chose these options in are the order that they will display in on the report. You can select as many of these options as you need.
After you have selected all the fields that you need, click 'Accept'.
Then, click 'Search' and your Selections Report has been created.
At the bottom of the screen, you have the options to go 'Back' to the selection Criteria, 'Print the report or 'Save' the report, which will allow you to 'Export' the report in the future.