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Reporting and Tracking
Reporting and Tracking
47 articles in this collection
Written by
Joey Rausch
Reporting and Tracking Overview
Get to know the reporting and tracking application!
Written by
Joey Rausch
Updated over a week ago
Auto Validation vs. Manual Validation
Learn how to validate your deals in Reporting.
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 or pushed into Reporting.
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.
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.
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.
Written by
Joey Rausch
Updated over a week ago
Unable to Change Finance Reserve in Input
This field is locked for cash deals.
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.
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.
Written by
Joey Rausch
Updated over a week ago
Reporting Overview
Managing the Input Tab
There are 3 main sections of the Input tab: Input, Design, and Chargebacks.
Written by
Joey Rausch
Updated over a week ago
Managing the Find Tab
The Find tab enables you to either search all deals or search for deals using filters.
Written by
Joey Rausch
Updated over a week ago
Managing the Reports Tab
The Reports tab is the one of the most used sections in the Reporting application.
Written by
Joey Rausch
Updated over a week ago
Managing the Views Tab
You will often want to see your data viewed by type. The Views Tab can be used to see the data in a ranking order or just view the data.
Written by
Joey Rausch
Updated over a week ago
Managing the Objectives Tab
Setting objectives is equal to setting goals.
Written by
Joey Rausch
Updated over a week ago
Managing the Configure Tab
The Configure tab is the hub for creating and editing all input fields in Reporting.
Written by
Joey Rausch
Updated over a week ago
Managing the Settings Tab
You can manage your users and your integration settings from this tab.
Written by
Joey Rausch
Updated over a week ago
How To
Profit Center Categories
Use categories to group your products together in Reporting.
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.
Written by
Joey Rausch
Updated over a week ago
Adjusting the Columns
Get an expanded or compressed view of the data in Find tab.
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.
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.
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.
Written by
Joey Rausch
Updated over a week ago
Managing Deal Types
Users with access to the Configure tab can manage Deal Types.
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.
Written by
Joey Rausch
Updated over a week ago
Managing Transaction Types
Users with access to the Configure tab can manage Transaction Types.
Written by
Joey Rausch
Updated over a week ago
Managing Lenders
You can manage Lenders in Reporting from the Configure tab.
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.
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
Written by
Joey Rausch
Updated over a week ago
Excluding Personnel from Reports
Excluding personnel from reports can be done using filters.
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.
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.
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.
Written by
Joey Rausch
Updated over a week ago
Managing Chargebacks
You can keep track of chargebacks in the Reporting application.
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.
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.
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.
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.
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.
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.
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.
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!
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.
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.
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.
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.
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.
Written by
Joey Rausch
Updated over a week ago
Zurich
Understanding the illuminate Usage Report
You can create and run a report that allows you to view transactions where illuminate was used and ones where illuminate was not used.
Written by
Joey Rausch
Updated over a week ago