Clicking on Reports in the menu bar causes the Reports pull-down menu to appear. Detailed information about each of these reports can be found in this manual in the 'Advanced Features' section, under 'Standard Reports'. A brief summary of each is provided below.
Disclosure -- This report is available when an individual deal has been loaded or completed. It lists the price of the vehicle and the components making up the price as well as the payments made and the amount financed by the seller.
Amortization Schedule --This report is available when an individual deal has been loaded or completed. It lists the amortization schedule of the loan.
Profit/Recap Sheet Report -- This report is available when an individual deal has been loaded or completed within the software. It lists the vehicle costs to the dealer, the vehicle costs to the seller, the profit on the sale, and the gross profit.
Profit & Reserves Recap -- This report is available under the Deal Processing and Deals & Quotes tabs. It gives the profit on deals completed within a specified time period.
Sales Commissions -- This report shows the total commissions paid to each sales person within a period of time you specify using the information entered into the deal.
Vehicle Data Sheet -- This report shows all of the information about a specific vehicle in your inventory and can display such information as title number, fuel type, accessories, costs, etc.
Sales Graph -- This report contains a graphical representation of sales within a period of time you specify.
RO Summary -- A Repair Order Summary can be created based on a vender, stock number, and/or date ranges.
Deferred Down -- Lists any outstanding deferred down payments you have agreed to accept from a buyer when closing a deal.
Delivery Schedule -- This report lists the delivery times and dates of vehicles you have marked for delivery when closing a deal.
Design Custom Report -- Opens the 'Custom Report Designer' window and allows you to generate your own reports using data you choose (from a list of possible data fields). This option is only available under the Deals & Quotes , Inventory List, and Dealer Financing tabs.
Print Custom Report -- Opens a window listing the custom reports you have created. The entire list of custom reports will not be displayed. Only reports for the current section will show. If you create a custom report while under the 'Inventory List' section then that custom report will only be available when you return to the 'Inventory List' section. It would not be available under other sections such as 'Deals and Quotes.'