The Operator Defined Reports button on the Vehicle Sales Reports menu advances you to the Operator Defined Vehicle Sales Reports menu. Use this menu to create and print custom vehicle sales reports. This allows you to select the information you want to print on the report and specify how the information is displayed. There are six categories of vehicle sales reports you can create, and you can create up to five reports in each category. The categories are C for certified pre-owned, D for dealer trade, F for fleet, N for new, U for used, and W for wholesale. In addition to printing the reports, you can export the reports to a Microsoft® Excel spreadsheet.
When the Operator Defined Vehicle Sales Reports menu opens, the Select Report list appears. Initially, you use this list to select the report you want to create. Once you create reports, you use the list to select the report you want to print.
To access the Operator Defined Vehicle Sales Reports menu:
Step 1. From the Dealership Accounting main menu, select Reports & DOCs. The Reports menu will open.
Step 2. Click Vehicle Sales to open the Vehicle Sales Reports menu.
Step 3. From the Vehicle Sales Reports menu, click Operator Defined Reports. The Operator Defined Vehicle Sales Reports menu will open.