Module 35 · Advanced · 6 lessons · about 45 min
Reports, controls and data safety
Read workshop reports and job profitability, use vehicle history and dashboards, set users and permissions, and keep backups so the books stay safe.
What you will be able to do
- Find the right report in the Reports hub by family
- Read job profitability and judge a margin
- Use vehicle history and customer records to answer a customer
- Read the dashboards, scorecard and daily digest as a manager
- Give each person the right role and keep sensitive data hidden
- Explain backups and what to do before risky changes