Commonly Used Reports

Agreement & Audit Tracking

• Agreement Audit Report

  • What it is: A comprehensive trail of every action performed on a specific agreement.

  • Use Case: Use this if you need to see who changed a contract, what was changed, and when the modification occurred.

• Service Advisor Assignment Report

  • What it is: A real-time overview of active agreements assigned to specific advisors.

  • Use Case: Best for monitoring workload and seeing exactly how long agreements have been open under each advisor.

Inventory & Vehicle History

• Full Inventory Report

  • What it is: A complete list of your current fleet status.

  • Key Data: Includes current odometer readings and the last linked agreement for every vehicle currently on the lot or in a contract.

• Historical Vehicle Log Report

  • What it is: A record of every vehicle that has ever been on your account.

  • Note: Use this to find retirement dates.

  • Pro Tip: If you need agreements tied to a retired vehicle, do not use the Reporting tab; instead, search the VIN or Vehicle Name directly in the "All" Agreements tab.

• Vehicle Utilization

  • What it is: A performance metric report.

  • Use Case: Compare time spent on active contracts versus "sit time" on the lot. This can be filtered by specific date ranges to track seasonal trends.

Financials & Transactions

• Batch Report

  • What it is: Your primary source for monthly reconciliation.

  • Use Case: View the full breakdown of monthly deposited funds.

• Transaction Report

  • What it is: A granular financial activity tracker.

  • Use Case: Track all charges and refunds. You can filter by a specific agreement number to see every line-item transaction associated with that contract.

• Toll Charges

  • What it is: The management hub for fleet tolls.

  • Use Case: Monitor all toll expenses incurred by your loaner or rental vehicles.