Reporting and Tracking

Joey Rausch avatar
47 articles in this collection
Written by Joey Rausch

Reporting and Tracking Overview

Get to know the reporting and tracking application!
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Auto Validation vs. Manual Validation

Learn how to validate your deals in Reporting.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Non-Validated Deals

A deal is considered “non-validated” if it is missing any required information when the deal is pulled into Reporting.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Missing Data in Reports

This article is designed to help you troubleshoot your report settings in order to correct the issue.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Understanding the Menu Comparison Report

The Menu Comparison report is designed to show you the deals where the Menu was used versus those deals where the menu wasn't used.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Product Penetrations not Matching

Learn why your product penetrations may not match your Power Rating or Manual Calculations.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Unable to Change Finance Reserve in Input

This field is locked for cash deals.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Difference in Front Gross Amounts

When you run a Finance Report, you will see two Front Gross rows listed in the report. There is a difference between these two data points.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

DMS Pull Schedules in Reporting

Deals are pulled from your DMS into Reporting according to a schedule.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago
How To

Profit Center Categories

Use categories to group your products together in Reporting.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Designing the Input Tab

Once a new item is added in Reporting, you have the ability to move it around to where it needs to go.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Adjusting the Columns

Get an expanded or compressed view of the data in Find tab.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Refresh Deals for CDK & Automate Integrated Dealers

Changes made to deals are pushed into Reporting after an overnight update. To see them sooner, you will need to manually refresh the deals.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Adding a User to Multiple Dealerships

Once the user exists in Reporting, follow these steps to assign additional dealerships to the user's account.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Managing Drop Downs

You can add and edit your drop down options located in the Input tab. Most importantly, learn how to make them required for validation.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Managing Deal Types

Users with access to the Configure tab can manage Deal Types.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Profit Center Products

You will find this article helpful when managing Profit Center Products in Reporting.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Managing Transaction Types

Users with access to the Configure tab can manage Transaction Types.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Managing Lenders

You can manage Lenders in Reporting from the Configure tab.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Missing Fields in Input

This article will show you how to add missing fields to your input screen.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Archive a Month

You will want to ensure the Month of Sale for your Reporting application is current
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Excluding Personnel from Reports

Excluding personnel from reports can be done using filters.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Deleting Deals from Reporting

It is possible to delete deals from Reporting, but this is permanent.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Removing a Cell in Input

You have the ability to choose what cells appear in the Input tab. This article will help you remove any that are unnecessary.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Adjust User Access

Admin users can adjust the roles for other users at their Dealership, or in their Group.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Managing Chargebacks

You can keep track of chargebacks in the Reporting application.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Adjust Size of Text Boxes in Input

The Reporting application allows you to adjust the size of the text boxes on the Input Screen.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Mapping Products at the Group Level

Use this information to ensure that your Group Level Reports are accurate.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Managing Personnel

Users with Admin access will have the ability to do this through the Configure tab.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Managing Text Boxes

This article will show you how to manage the text box options that are listed on the Input screen.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Managing Check Boxes

This article will show you how to manage the check box options that are listed on the Input screen.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Other Exclusions on Reports

The first page of any report will list any excluded drop downs, excluded check boxes, or other exclusions.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Drop Down and Check Box Exclusions

Easily see what's being excluded from a report and learn how to changes excluded items to be included in the report.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Differences in Data Between the Dealership and the Group in Reporting

The difference is likely due to unmapped products but it could also be caused by excluded products. Troubleshooting this is easy!
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Drop Down Item Association at the Group Level in Reporting

When you have personnel that work across multiple dealerships, this tool works to combine their total numbers into one report.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Managing Lender Fields in Reporting

This article will show you how to manage the lender field options that are listed on the Input screen.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Managing Date Fields in Reporting

This article will show you how to manage the date fields options that are listed on the Input screen.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Excluding Lease Deals From All Financed Deals in Reporting

Learn how to configure a report to filter out Leases so you can see your dealership's total retail revenue.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago

Viewing Deal History in Reporting

Deal History gives you insight into important dates, times, and data of each deal. You can also see how each deal was validated.
Joey Rausch avatar
Written by Joey Rausch
Updated over a week ago