Outputs Available: CSV, PDF
Overview
The Configurable Report gives you greater control over the information included in your reports and how that information is organized. Using the configurable reporting interface, you can create customized versions of Demographics, Profiles, and Vehicle Registration reports in SCOUT.
Select the variables you want to include, remove unnecessary information, rearrange fields, and save configurations as reusable templates. This allows you to create reports tailored to specific audiences or business needs while making frequently used report configurations easier to access in the future.
Example Use Cases
Use the Configurable Report to tailor report content for different business needs, such as:
Preparing customized reports for real estate committee packets.
Creating tailored Demographics, Profiles, or Vehicle Registration reports to support your franchise sales process.
Providing marketing teams with relevant demographic information for campaigns targeting a specific geography.
Customize Your Report
After running a supported report, use the "Customize" option to control the information included in the final report.
Within the customization interface, you can:
Select or deselect variables using the available checkboxes.
Determine which information is included or excluded from the report.
Drag and drop selected fields to change the order in which they appear.
Save commonly used configurations as templates for future reports.
How to Select the Variables to Display
To choose which variables appear in your report:
Run the applicable report in SCOUT.
Select "Customize".
Use the checkboxes to select the variables you want to include.
Deselect any variables you want to exclude.
Arrange the selected variables in your preferred order using the drag-and-drop functionality.
Your selections determine which variables appear in the final report output.
How to Save a Report Configuration
If you plan to use the same configuration again, save it as a template. Saved templates allow you to reuse your preferred selections without manually configuring the report each time.
To save a configuration:
Select "Customize" and adjust the report using the available options.
When you have finished configuring the report, select "Save As".
Choose one of the following:
"Update" to save changes to an existing configuration.
"Save Template" to create a new reusable template.
Enter a name for the template.
Select "Save".
How to Manage Saved Templates
You can manage previously saved report templates from the Reports section.
Navigate to Reports.
Select "Manage Templates".
Locate the template you want to manage.
Select the ellipsis (...) next to the template.
Choose the appropriate action:
"Edit" to modify the template.
"Set as Default" to make the template your default report configuration.
"Delete" to remove the template.
Setting a frequently used template as the default can help streamline report creation by automatically applying your preferred configuration.