Learn how to schedule an OEM-level email report. Reports are emailed automatically to selected users on a set schedule (e.g. weekly), and cover areas such as leads, website performance, Google Business Profiles and dealership activity across the network.

1. How to Navigate to The Reports Menu

Step 1: Please Login to Dealer Studio.

• https://dashboard.dealerstudio.com.au/

• You will be prompted for your Username and Password

• You will be prompted for your 2-Factor Authentication Method, or SSO verification

Step 2: Once Signed in Please Select the Applicable OEM

• e.g. Mitsubishi NZ

Step 3: Click 'Notifications' on the left, then 'Reports'

• You will see any reports already scheduled, with the Users, Name, Frequency and date created

• 'Deleted notifications' at the top right shows reports that have been removed

2. How to Set up A New Report

Step 1: Click '+ Email Report'

• The 'Choose a report' panel will open. Select the report you want to schedule:

  • Manufacturer Leads Analytics

  • Leads Per Website

  • New Vehicle Sales (RDA)

  • Manufacturer Dealership Activity

  • GMB Profiles Analytics

  • Lead Clusters Per Dealership

  • Analytics Dashboard PDF

  • Websites Overview (CSV and PDF of every website: status, products, leads, conversion rate, page views and unique visits)

• Click the magnifying glass on a report to preview it

Step 2: Fill in the report settings

You will see the below options;

• Users: Select the users to send the report to

• Emails: Add email addresses one by one. This is NOT recommended. Where possible, add the person as a user on the dealership Team instead

• Locations: Optional. Leave blank to include all locations

• Preview email: Click to see what the email will look like

• Frequency (Required): Daily, Daily (Weekdays Only), Weekly or Monthly

• Send Hour and Send Minute (Required): The time the report is sent, in 24-hour format (e.g. 9 for 9:00, 14 for 2:00 PM)

• Reporting Period: The date range the report covers: Daily, Weekly, Monthly or Month to Date (from the 1st of this month through now)

Step 3: Once you have entered all required information, Please click 'Save'

• The report will now show in the Reports list and will be sent on the schedule you set

• Use 'Back' at the top of the panel to choose a different report

Reminder: Recipients should be added under 'Users' wherever possible. Only use the 'Emails' field for people who can't be added to the dealership Team.