In this guide:
Getting Started
To access the reports click on the 'Reporting' option on the main menu:
Then you can select one of our prebuilt templates by clicking on the blue arrows to the right of it's name:
Customising the reports
You can customise the data shown on the report, the date range that the report is for or further filter the report using the buttons at the top of the reporting screen:
Managing Columns
To add and remove data columns from your report, click one the 'columns' button a the top of the report to show the column manager:
Adding Columns
Open the column manager as described above and use the search box in the left hand side of the pane to search for the column you would like to add, or expand a column group to view its columns. Then click on the green plus button shown as you hover over the column name:
Removing Columns
Open the column manager as described above, hover over the column you would like to remove and then click on the red 'x' button:
Saving Custom Reports
You can save 'custom reports' after customising them, todo this click on the green 'Save Customisation button in the top left hand corner of the reporting screen, this will then allow you to enter a name for the report and also who you want to share it with:
Once you are happy click the 'Save' button.
The report will then be available on the 'Custom Reports' tab of the reporting section:
Exporting (CSV or PDF) & Printing Reports
Using the export & print buttons in the top left of the reporting screen can print or export the reports to CSV (for Excel) or PDF formats for further editing or presentation.
Standard Report List
We have over fifty prebuilt templates for you to get the data you need from the system.
Stock Reports
Stock List - Every retail & trade vehicle you have |
Stock List by Sales Location - Every retail & trade vehicle you have grouped by Sales Location |
Stock List by Physical Location - Every retail & trade vehicle you have grouped by Physical Location |
Forecourt Stock List - Retail vehicles you have that aren't sold, reserved or due in |
Forecourt Stock by Manufacturer & Model - The forecourt stock list grouped by Manufacturer & Model. |
Due-In List - Purchased vehicles that have not yet been entered into stock |
Asset List - A list of courtesy cars and other assets |
Purchase List - A list of purchased vehicles with suppliers & important dates |
Closing Stock - A list of vehicles in stock at midnight on a given date. |
Stock List by VAT Reclamation Status - Retail vehicles you have that aren't sold, reserved or due in |
Sales & Customers
Monthly Forecast Summary - Vehicles sold & awaiting delivery with total margins |
Sales Summary - Vehicles sold with revenue streams & payment methods |
Reservation List - Vehicles reserved in deals, trade invoices or reservations with contact detail |
Collection List - Sold vehicles due for collection with contact detail |
Customer Contact List - A list of your customers with contact detail |
Deals In-Progress by Referral Source - Deals that are in-progress grouped by their referral source. |
Completed Deals by Referral Source - Deals that have been completed grouped by their referral source. |
Who owes you
Unpaid Invoices - All unpaid invoices |
Customer Balance Summary - A list of customers with the total amount they owe. |
A/R Ageing Summary - A list of customers with aged balances |
Aged Invoice List - A list of unpaid invoices grouped by age. |
Un-Banked Finance Payments - A list deals with finance payments due and their detail. |
What you owe
Unpaid Expenses - All unpaid expenses |
Supplier Balance Summary - A list of suppliers with the total amount you owe them |
A/P Ageing Summary - A list of suppliers with aged balances |
Aged Expense List - A list of unpaid expenses grouped by age. |
Outstanding Settlements - A list vehicles with un-paid finance settlements |
Invoices
Invoice Detail - A list of all invoice items grouped by their parent invoice |
Invoice Type Detail - A list of all invoice item grouped by their type |
Expenses
Unallocated Expense Detail - A list of all unallocated expense items |
Written-Off Expense Detail - A list of all expense items that have been written off. |
Allocated Expense Detail - A list of allocated expense items, grouped by registration |
Expense Detail - A list of all expense items grouped by their parent expense |
Expense Category Detail - A list of all expense item grouped by their category |
Late Expense Summary - Expense items created & allocated to vehicles after month end |
Jobs
Preparation Job Summary - A summary of completed preparation jobs, costs & labour |
Warranty Job Summary - A summary of completed warranty & snagging jobs, costs & labour |
Jobs Awaiting Costs - Completed jobs awaiting costs allocating |
Job Summary by Type - A summary of jobs, costs & labour grouped by type |
Job Summary by Category - A summary of jobs, costs & labour grouped by category |
Labour Summary by Team Member - A summary of labour against jobs grouped by user |
Labour Summary by Day - A summary of labour against jobs grouped by date |
Labour Summary by Vehicle - A summary of labour against jobs grouped by registration |
Jobs List - A list of all jobs |
Leads
Leads Won Summary - A list of recently won leads |
Lead Acquisition - Leads grouped by their source |
Web Lead Acquisition - Website leads grouped by their UTM Source. |
Lost Lead Summary - A list of your lost leads with reasons |
Funding
Unfunded - Vehicles the are not currently on a stock plan |
Funded - Vehicles that are currently on a stock plan |
Settled (Last 90 days) - All vehicles settled from funding in the last 90 days |