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Dataview/Reporting Questions
Guidance on accessing and interpreting data in the Dataview and Reporting sections in OktoRocket
Reporting
How to access the Reports tab in OktoRocket
Welcome to this guide on accessing the Reporting tab in OktoRocket. Follow the instructions to easily navigate to the Reporting section and review five week and year reports Go to app.oktorocket.com 1. Click "Reporting" From the dashboard, access the Reporting page by clicking on the "Reporting" tab. Click 'Reporting' (https://static.guidde.com/v0/qg%2FX3R5Gb8y2qRc1gfASpbZAs2
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How can I run a report from all of last year to find out my return / new customer percentage?
If you navigate to "Reporting" and then select December of last year, you can see your previous year's New Customer % by going to the "Year to Date" tab at the top.
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Dataview
Data View Breakdown
Here is a video that briefly breaks down the "Data View" section in OktoRocket
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How do I remove/exclude an RO from reporting?
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Is there a screen that shows us GP$/HR by ticket for a date range?
Yes, you can use the Data View to do this. Select the date range there and then it will total up the GP/hr as well show at the ticket individual level.
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Is there a way to see which ROs are the rollover?
In the Data View you can turn the Posted Only toggle to Off and then sort by Date Sold. Any rollover will have a different sold month from the Posted month.
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I want to see what my Service Advisor is struggling to sell. How do I do that in OktoRocket?
full question: I want to see what my Service Advisor is struggling to sell. I want a list of her RO's with the close ratios. I can then view the low ratio slips and find similarities. This is available in the Data View. Once in the Data View you can filter by Advisor, and then sort by several fields such as close ratio.
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