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Did You Know You Can Create Custom Reports on Our Dealer Portal?
Easily generate custom reports about your customer base. You can even set them up to run automatically at a time you choose.
Follow these simple steps below to begin:
- Sign into portal.affiliated.com and click the ‘Report’ tab
- Select ‘Event History’
- Indicate the Account Range
- Specify the report time frame and event types you would like included
- Click ‘Request Report’ to run it now or ‘Schedule Report’ to create a recurring emailed report
Call us today at 800-296-9000 to learn more about creating custom reports.