CDK CRM Enhances Reporting Flexibility With Report Builder

With Report Builder, dealers can quickly access and modify their data using report templates that contain customizable columns from the top CRM reports. Whether you have one store or multiple stores, all the required data can be on the same report and scheduled to be emailed directly to them in their desired cadence.

• Customize CRM report templates with the columns and data most relevant to your business
• Combine data from one or multiple stores into a single report
• Start with prebuilt report templates instead of building reports from scratch
• Schedule reports to be automatically emailed at a preferred cadence

• Create reports that align with your dealership's goals and priorities
• Gain a consolidated view of performance across multiple locations
• Reduce the time spent building and distributing reports
• Deliver timely insights to key stakeholders through automated reporting

Report Builder helps dealerships create customized CDK CRM reports using the data that matters most, combine insights across one or multiple stores, and automate report delivery to keep teams informed and focused on performance.

This enhancement is one of many capabilities within CDK CRM. It’s designed to help dealerships turn customer and performance data into actionable insights, improve visibility across the organization, and support more informed decision-making.