Profit and Reserves Recap Report

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Profit and Reserves Recap Report

 

 

Reserves are monies you made by selling add-ons during a deal such as a warranty, credit insurance, or financing.

You can view the total reserves collected for each deal within a specific date range by running the Profit and Reserves Recap Report .

To run the report, click on the Reports Menu at the top of the screen and select Profit and Reserves Recap from the pull-down menu.

The system will display the options window for this report.

mnu_ReserveReport

Enter the criteria to select the deals whose reserves you wish to view on your report. You may select deals within a specific date range, deals with a specific deal or loan type, or deals with a specific vehicle type sold.

You also have the option of sorting the report by various fields and even viewing the report as a summary by salespeople.