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SAVED REPORTS LIBRARY · MAY 2026 · 14 SAVED · 8 ACTIVE · 4 SCHEDULED

Sales & CRM report library 14 saved views · 8 active · 4 scheduled · 2 archived

Library of saved Sales & CRM report configurations. Each saved view bundles filters, period, branch scope, and report type. This is Sales & CRM report views only · no full BI module · no SaaS admin analytics · no customer campaign lists. Archive preserves the view for audit · no destructive delete in this module · permanent removal lives in Settings & Admin.

14 SAVED VIEWS8 ACTIVEREPORT VIEW · SALES & CRM ONLY
This month · vs last TYPE · ALLOWNER · ME + TEAMSTATUS · ACTIVEVISIBILITY · ALL
TOTAL SAVED
14
across 8 owners · 5 report types
ACTIVE VIEWS
8
opened in last 30d · most-used set
SCHEDULED
4
with auto-delivery enabled · 3 weekly · 1 monthly
ARCHIVED
2
kept for audit · not destroyed
LAST 7 DAYS
6
newly saved or duplicated · GM + branch mgrs
Saved report views9 of 14 shown · sorted by recent activity · archived shown faded
14 / 14 in library
Weekly Branch ComparisonBranch Performance
Active · Scheduled weekly Mon
Branch · AllPeriod · 7dVehicle · All
SM
S. Managerlast run · May 18 · 09:15
Cadence Compliance · SZR HQCadence Compliance
Active
Branch · SZR HQOwner · ALLPeriod · 30d
AB
A. Branch Mgrlast run · May 17 · 16:42
Quote-to-Won · Luxury SUVQuote-to-Won Time
Active · Scheduled monthly
Vehicle · Luxury SUVPeriod · 90d
YA
Yasir Ahmedlast run · May 17 · 11:08
Lost Reasons · Price/Finance FocusLost Reasons
Active
Reason · Price/Budget + FinancePeriod · 90d
SM
S. Managerlast run · May 16 · 14:30
Lead Source ROI · Paid + GoogleLead Source Performance
Active
Source · Paid Ads + GooglePeriod · 90d
HM
H. Managerlast run · May 15 · 10:22
Margin Watch · < 5% FlagMargin Analysis
Active · Scheduled weekly Fri
Margin · < 5%Period · 30d
YA
Yasir Ahmedlast run · May 14 · 17:50
VIP & Repeat CustomersCustomer Retention
Active
Type · VIP + RepeatPeriod · 180d
MH
M. Hamoudlast run · May 13 · 09:00
Test Drive Conv · LuxuryTest Drive Conversion
Active
Category · Luxury SUVPeriod · 90d
KA
K. Ahmedlast run · May 12 · 15:15
Branch Comparison · Q1 ArchiveBranch Performance
Archived · audit-preserved
Period · Q1 2026Branch · All
SM
S. Managerlast run · Mar 31 · 23:59
Saved views are Sales & CRM report configurations only · they do not include customer lists for outreach. No bulk-export to external sources. Archive preserves audit trail · permanent destroy lives in Settings & Admin (handled in platform settings).
Visibility & permission model
Each saved view has a visibility level: Private (owner only) · Team (branch managers + assigned reps) · Manager (GM + branch mgrs + Lead Owners). Cross-team visibility requires Lead Owner consent. No customer-facing visibility · no external sharing.
Data rules6
  • Saved reports are Sales & CRM report views only · no full BI module
  • No SaaS admin analytics · no customer campaign lists · no marketing segments
  • Archive preserves the view for audit · no destructive delete in this surface
  • Permanent destroy lives in Settings & Admin (advanced settings · not now)
  • Visibility levels: Private (owner) / Team (branch + reps) / Manager (GM + Lead Owners)
  • No customer-facing visibility · no external sharing of saved views