Creating Custom User Reports
Table of Contents
Getting Started
Why Custom Reports?
Where can you do custom reporting?
What types of reports can you create?
How to create reports
Planning Information
Selecting Data
Develop the Report
- Tool Box Selection
- Report Layout Section
- Field List Section
- Property Grid
- Formatting Tool Bar
- Execute Report Commands Tool Bar
Printing/Distributing the Report
Appendix
Data Binding
Create a Calculated Field
Create a Parameter Field
Formatting Beyond the Property Grid
Page Header Tasks
Label Tasks
Group Header Tasks
Grouping Data to Format Your Report
Conditional Formatting
Totals / Subtotals
Filtering Data
Custom Report Examples
Report Ideas - Your imagination is the limit.
Getting Started
Why Custom Reports?
• Information is available company wide
• Reduces errors and saves time by entering data only once
• Reduces reporting time
• Formatting makes it easier to have readable information and catch inconsistencies
• Saves dollars by printing “as you go” vs printing large volumes of copies that quickly go obsolete
• Improves communication between departments
Where can you do custom reporting?
• Wholegood module
• Customer Module
• Parts Module
What types of reports can you create?
Internal Users
• Administration – Track Trends
• Service – Component Listing, inspection forms, delivery days, WG identifier signage
• Accounting - Calculate margins, reconciliations (inventory-internal & with financing companies), track delayed incentives to make sure we are getting all $s, etc.
• Sales – File labels, WG Sales Packet Labels, customer correspondence, inventory available for sale, Mfg.Status, commission
• Labels - Mailings, Files, Packets
• Warranty – Claim forms, Component Serial #’s
• Parts – Status report to order parts timely for PDI work –reduces PDI days, freight charges on “on-time” parts, custom bin labels.
External Users
State Required Forms
• Title Applications
• MSO
• License Approvals
• Titling Errors
• “As Is” no Warranty
Customer Required Forms
• School Districts – As delivered
How to create reports
Planning Information
What will my report do?
• View/List/report Information
• Calculate
• Fill or Complete preprinted forms
Formatting the Report
• Portrait or Landscape
• Margins• Cover Page / Titles
• Grand Totals / Footers
Naming the Report
Tip: Have a consistent naming structure– it will help locate your reports. i.e.: group by department or user and what the report is doing.
Selecting Data
Select a Layout
TIP: Create and save a “Report Layout” specific to reports (i.e., All – this includes all fields available in WG). With all data selected you don’t have to worry as much about invalid or missing data.
Select Fetch data - If data is not “fetched”/selected, your report will be blank.
TIP: Filter your data using Report property filters or setting Parameter fields (see appendix for details).
Develop the Report
Select “WG Default Report” from the User reports from WG Master List. This is a blank template where you will develop your report. You will place controls/fields within the template to get data to show on your printable report. The Report development screen has 6 areas to familiarize yourself with to define
your report.
TIP: Because you cannot save changes to a template, it is a good idea to name your report now. Hopefully you have decided on a standard naming convention as mentioned earlier.
Save your report by selecting file then save as.
When the User Reports attributes window appears, enter the report name and type in a description.
Select OK.
TIP: The first time you save a report the system returns you to the WG Master list report. Select Refresh and then look for your report in the User Report List.
#1 Tool Box Selection
Contains the controls that you place in your report to provide different actions or appearance. Some are just for “looks” like lines and shapes. Some determine what type of data is displayed ie. A “picture box” allows you to place a picture in your report.
Controls are either Unbound or Bound.
Unbound data is static usually like a column label, picture, or report name.
Bound data is dependent upon a data source or (field from the WG record or calculation). Refer to Data Binding Section for instructions on how to bind data.
Refer to Formatting Section to learn how to change appearance of a control.
Most Commonly Used Controls
Label – Use this to display information. It can be either “bound” or “unbound” to a data field. Formulas can be applied to this type of box. It is also the default control type used when drag and drop method for adding a field to the report.
Check Box – Use for a check box in a form. It can either be an open box or a formula can be applied to this to automatically check the box based upon criteria.
Rich Text – Use this to display information. It can be either “bound” or “unbound” to a data field. Use for static text like a column label or report name.
Picture Box – Display a picture or graphic. It is static.
Table – Cells can be bound to data fields to auto fill or unbound to just display a fillable grid. Formats data into a table format.
Line – Place a dividing line either vertically or horizontally in your report.
Shape – Place a predefined shape into your report. It is static.
Page Info – Places a control which displays page # or Date/time stamp, or user name.
Page Break – Manually place a page break in your report.
To insert a control from the tool box: Click on the control name. Then move your mouse
pointer over the report layout section and draw an area where you want your control to reside.
Where you place these controls within a "report band section" determines how your data is displayed.
#2 Report Layout Section
This is where you place controls which determine what data is included in your report and what your report will look like. By default your report has a page header, footer, and a detail section. You can add sections/“bands” to add grouping levels and summary functions.
What happens within each section:
Report Headers – Places any information on this page at the beginning of the report. It prints once at the beginning of the report.
Page headers - Is where you usually put data like column labels, report name (if not on a report header), logos. The information prints on all pages at the top of the page.
Group Headers – Print at the beginning of a group. i.e., if you want a report grouped by the customer’s state, then in this section you would put a control bound to the “business state” field. (refer to the Grouping Data to Format Your Report in the appendix for details.)
Detail –Included data on each record selected. Prints detail of the report related to each selected record. If you have fields that bound to a formula the results are based on each record.
Group Footers – Information is included at the bottom of the detail in a group. Prints at the end of a group of data. Calculations can total by group.
Page footers – Places & prints information on the bottom each page. Calculations will print at bottom of page.
Report Footer – Places & prints information once at the end of the report. Calculations will print at end of report.
To add a section, place mouse over report section and right click. Select Insert Band, and select the type of section you are going to insert.
To remove a section, select band, right click mouse and select delete.
Increase the size of a section, press and hold the left mouse key over the top of the Band at the bottom of the section you want to increase the size of and drag it downward. (i.e., in the example to the left to increase the page header size you click & hold at the top of the “detail band” and drag the band downward.)
#3 Field List Section
Tip: The icon next to the field name indicates the type of data contained in
the field.
Alpha/text
Date/time
Numeric
Check box (or yes/no)
Calculated
To place a Bound field into your report from the field list - left click and hold down the mouse pointer on top of the field you want to include. Drag and drop the field into a section on the report layout area.
Calculated Fields –are fields that contain formulas. Formulas are written much like they are done in Excel. The difference is, instead of referencing ”cell references” in the formula you enter “field names”. Calculations can be performed on numeric, text, check box, and date/time type fields. Calculations are performed automatically when the report is run and if the calculated field is included in the report, it will be displayed. (Refer to Appendix for instructions on creating Calculated fields.)
TIP: Field names within a formula must have brackets [fieldname] before and after the field name or the
program doesn’t recognize it as a field to perform the calculation on. The field names within a formula are case and space sensitive.
Parameters (located at bottom of field list) are fields where your are prompted to enter data prior to the preview of the report. You can set “runtime” filters or enter data to be displayed on the report but is not saved in the WG record, i.e., WG that sold between 1/1/2011 and 12/31/2011. When you fetched/selected your data, maybe you have all WG’s selected. However, you might only want to see sales during a certain period and you might want to change your selection without leaving the report and filtering your data and then reentering the report to run it. Using parameters allows you to do this. (Refer to Appendix Section on creating Parameters.)
#4 Property Grid
Works hand in hand with the formatting tool bar located at the top of the Report Design window. However it is much more detailed and relates to each individual object of your report (the report, the headers, the column labels, the data, etc.). For example: you may want to change the font color of your column labels or develop mailing labels. To do this you need to select properties in those individual report objects. (See Formatting Beyond the Property Grid in the appendix.)
UserWholegood Report changes properties for the whole report such as margins, borders paper sizes, default printers.
Header Bands (either Page or Group) changes properties for the header. Set default font sizes, background colors, borders.
Detail changes properties for the detail section of your report. Set fonts, sorting, columns or
borders.
Footer (either Report, Page or Group ) changes properties for each of those areas such as fonts,
colors, etc.
Label changes properties for each individual field you have entered onto your report. Set
colors, fonts, borders, text wrapping, placement on the page, etc.
TIP: You can identify what object properties you are effecting by looking in the Description box at the top of the property grid window. As you select different objects in your report, the Property Grid Description changes.
To change a property and to see what options are available, select the dropdown arrow for each property you are changing.
TIP: Guideline for changing margins, padding, and locations is the value of 100 = 1”.
TIP: To format your document to print Labels - change the # of columns in the Multi-Column Options area.
CAUTION: Be careful which area you set your properties. Some settings may override settings in other bands, i.e., if you set a default font in the Report Band properties, they can override any fonts in other areas.
#5 Formatting Tool Bar
The tool bar has basic formatting options with “Quick” formatting icons but only includes the basics when it comes to formatting, i.e., text alignment, font color, text type, font face and size.
To change properties using the Formatting Tool Bar:
Select the object (i.e., a column label) and then select any of the icons on the tool bar. The changes will be seen immediately.
#6 Execute Report Commands Tool Bar
This tool bar is located at the bottom of the Report Design window. Selecting the items will do the following:
By default when you enter a report you are in Designer mode. However if you have previewed your report and then need to make changes select this to return to the Report Designer window.
Preview processes your report and allows you to view it on screen prior to printing a “hard copy”. You
still have the option of changing some formatting options prior to printing or saving the report to
disk.
HTML View processes your report and gives you a on screen preview but there is no option to print a hard copy. You can only save a copy to disk.
Scripts provides an area for further advanced programing options.
Print/Distributing the Report
From the report design window:
Select Preview from the Execute Report Command Tool Bar
Enter any parameters if requested.
A preview of the report appears.
Select any additional formatting or distribution options from the tool bar.
Appendix
Data Binding
Is simply the process of binding/joining a field/control in the report to data stored in your WG or Customer record. For example, if you want to have a list of stock #’s and manufacturers, you would have two “label” type controls placed in the report detail section. However, in order to have the report print with any data, the control must be bound to a data source kept in the WG record.
How to bind data:
Drag and drop a field from the field list to the report design area as noted in the Field section above. (This method automatically binds the control to your data.)
OR
Enter the properties of a control and select a field from the drop down listing in the Data Binding field. (To Enter the properties of a control, select the control and use the property grid or see instructions below “Formatting Beyond the Property Grid”.)
OR
Select the Control on the report design and edit the binding property in the Property Grid window.
Create a Calculated Field
Right click the mouse over the “Field List Section” (anywhere within the field list is OK).
Select “add calculated field”. NOTICE: a new field named “CalculatedField1” is added to the field list once you selected “add calculated field”.
While the new field is highlighted, right click the mouse and select “edit calculated field” to get the Calculated Field Collection Editor window to appear .
The left side of this window lists all calculated fields you entered. The right side is where you customize the field and enter your formula.
Select which field you want to customize.
Rename your field by erasing the default name (calculatedfield1) and entering your new name.
Enter your Formula in the Expression field. Select to open the Expression Editor Window.
TIP: Field names cannot contain spaces or special characters. So if you want to have a name with more than one word and have it be easier to read, capitalize the first letter of each word without spaces. (i.e., for a field name of “Profit/Loss” you would enter “ProfitLoss”, which is easier to read than profitloss).
Functions preset formula outlines. Similar to Excel Functions.
Operators are what type of calculation you are performing: adding, subtracting, etc.
Fields list all available fields to perform your calculation on.
Constants list available formula options using true or false.
Parameters list any parameter fields you have created (see parameters section below).
Example:
To calculate projected profit using the following formula:
Asking Price- Cost=Profit
Enter the “Asking Price” Field into the expression editor by one the following methods.
Type the field name (exactly as entered in the field listing) directly in the Expression Editor, entering brackets around the name.
OR
Select fields to get a list of the available fields in the center window.
Scroll down center listing until you find the “Asking Price” field.
Double Click on the “Asking Price” field. The field is now entered in the expression editor.
Enter your Operator by Typing a “-“ using your keyboard
OR
Select your Operator by clicking on the “-“ icon
OR
Select Operators to view possible operators.
Scroll down center listing until you find the “Asking Price” field.
Double Click on the “Subtraction” sign. Notice how the subtraction sign is entered in the expression editor.
Enter the “Cost” field using the same method as used for the “Asking Price”.
When your formula looks like the example:
Select OK to return to the Calculated Field Collection Editor screen.
Select OK again to return to your report design.
To have that data in your report, drag and drop the newly created field from the
field list to the report layout area.
Create a Parameter Field
Creating a parameter is much like creating a calculated field. However where a calculated field calculates automatically when the report is run, a parameter usually does not. Therefore once you create a parameter field, when your report runs, you are prompted for data before the report preview appears.
Right click mouse over the parameter field.
Select “Add Parameter” to open the Parameter Collection Editor and enter a new name for the field.
TIP: Field names cannot contain spaces or special characters. So if you want to have a name with more than one word and have it be easier to read, capitalize the first letter of each word without spaces. (i.e., for a field name of “Start Date” you would enter “StartDate”, which is easier to read than startdate).
Enter a description. This is where you type the name as you want it to appear ie. Start Date (with spaces).
Select a data type, i.e., if date select DateTime.
TIP: A value is only entered if you want a default value that will not change at run time.
TIP: To get data that is within a range of dates you must create 2 parameter fields. Usually “Start” and “End”.
Select OK to return to the report design.
TIP: To create another parameter field without returning to the report design, select Add and repeat steps above.
Once you return to the Report Design, you must now set a Filter in the Report Properties in order for the parameter to work.
Left click on the box in the upper left had corner of your report to open the Report Tasks Window.
Select the ellipse (...) on the filter String box to open the filter string editor.
The filter string editor works like other areas within RIMSS program. In the example shown, we are selecting WG records with sales dates between Start Date and End Date based upon our parameter fields. To connect our Sold Date field to the parameter field, click on the Ediit Icon next to <enter value> until it turns to a ? icon.
TIP: The default entry is your 1st parameter field. Click on ?fieldname to bring down a drop down listing of parameter fields to choose from .
Select OK to return to the Report Tasks window.
Click inside the report Design to close the Report Tasks window.
Click on Preview from the Report Command bar at the bottom of the Report Design window.
REMEMBER: Parameters are items that happen at the time you run the report. Therefore, the system will prompt you to enter the parameters. If you do not enter data when prompted, you may not get the results you are looking for. For example the picture shown is the default. If you do not have any items sold on January 1 in the year 0001 your report will be blank.
Click into the Start Date Field and change the date.
Tab or Click into the End Date Field and change the date.
Select Submit. Your Report will run and you will see a preview of your report based upon your parameters.
TIP: You can change the parameters and resubmit your report without exiting the report as many times as you like. However if you make changes to your data in your WG record and you want that updated information to be included in your report, you must exit the report, refresh your data, and then run again.
Formatting Beyond the Property Grid
Each control or object within your report has some additional formatting options available when you select the > icon next to the object which will open up a task window. The options change depending what object you have selected (see details in pictures below).
Page Header Tasks
Print On: Select when you want the header to print. The pull down menu gives you several options.
Formatting Rules: Set up Conditional formatting options that can be entered once but applied to multiple report objects versus having to write the formula for each control.
Label Tasks
Text – Is the control identifier. You can change this by deleting the default and typing in another field name.
Data Binding – Is how you have bound the field or where the data is being supplied from. You can change the binding by selecting a field from the pull down menu.
Format String - Select from predefined formats for how you want your data to be formatted within that field.
Summary - Opens the summary Editor. Allows you to count any field type or do average, get minimum or maximum values or summarize numeric fields. You select whether you want these options to effect your total report, page or group. In other words you can create subtotals using this feature. (see picture below)
Angle – Set the angle that you want your data to be displayed. Most useful for column/data labels not on the data itself.
Anchor Vertically – Sets how the data is anchored-top, bottom or centered.
Formatting Rules – Set up Conditional formatting options that can be entered once but applied to multiple report objects versus having to write the formula for each object.
Auto Width – System sets field width based upon data size.
Can Grow – Allows the field to grow with the size of data. Need to have the Word Wrap checked for this to work properly.
Can Shrink – Allows the field to shrink if it contains no data, i.e., some addresses have 2 lines where others have 1. Your design needs to have both fields but if the address only has 1 line you don’t want to have a blank line so this options will eliminate the blank line.
Multiline – If data has multiple lines (i.e., a memo field) it will print all data
Group Header Tasks
Group Fields – select what fields are being grouped and what sort order.
Group Union – select how you want the data to print. Can it split between pages or do you want to keep it all on one page?
Level – Sorting level – Sort order of group bands. If you have 2 group bands (i.e., new/used and Fuel Type) do you want your data grouped first by fuel type then New/Used or do you want group first by new/used then fuel type. There is no correct way to sort, it just depends on what makes your report display the information in the way you want.
Sorting Summary – If other sorting options have not been set you can set summary options. (Works the same as in the Summary in the Label Tasks)
Formatting Rules - See previous formatting rules in Label Tasks area.
Keep Together – works like the Group union. You either have it on or off.
Repeat Every Page – Do you want the group header to print on every page or only at the beginning of the group of data.
Grouping Data to Format Your Report
Grouping data can draw your attention to a variety of information by placing headers and footers in your report. Headers usually contain data that defines what is in the group and footers usually contain summary information. In the examples below both headers and footers have been used. The data is the same in each example, however, it is grouped and totaled differently. The first is grouped and totaled by Fuel type – maybe you want to see if WGs sell faster depending on their fuel type. The second is grouped on WG type – maybe you want to see if your “used” products sell faster than your “new” products. To group data you must insert a header or footer “Band” into your report.
Inserting a group header or footer band: Place mouse over report section and right click. Select Insert Band, and select the type of section you are going to insert.
Enter the properties of the band by selecting the band and clicking on the > icon.
Select Group Fields to enter the Group Field Collection Editor.
Select Add.
Select the field you want to group by from the pull down menu.
Select whether you want your list to sort Ascending A-Z or Descending Z-A .
Select OK to return to your Report Design Window.
Repeat these steps for each grouping you may want to have in your report.
Group Union: Set how you want your data to display when it crosses into more than one page. The best way to see how this works is to select the option and see what happens when your report displays.
Level: In the examples on the previous page there are two group bands: GroupHeader 1 is grouping on Fuel Type and Group header 2 is grouping by WG Type (new or used). The difference between the two reports is the Level of grouping set in the “band” properties. The level number reflects which grouping is done first. In the 1st report example, Group header 1 has a level of 1 and header 2 is 0. In the 2nd example by type, the group header 2 is level 1 and group header 1 is level 0.
Sorting Summary: When in Group Band, the sorting summary option’s default is not to have any options because summary options are usually set on a specific field/control and placed with in a group header or footer.
Formatting Rules: See Conditional Formatting on details relating to this.
Keep Together: If checked doesn’t allow data to split between pages.
Repeat Every Page: If checked and your report is more than one page, the header contents prints on every page.
TIP: Header 1 will always be matched to footer 1 if you have both a header and footer. In other words, in our example where our group 1 header is grouped on fuel type and we have it averaging/totaling the Sale Days, we also have a group footer 1. Therefore at each change in fuel type the report will print the average sales days by that group not by any other.
TIP: Any data entered in a Group header or footer section will print when the grouping changes . See the example on previous page where Stock#, Serial #, Arrival Date, Sales Date, and Sale Days column headers repeat when a new group of data starts (i.e., Diesel, Gas, Propane in example 1 or Used or New in example 2). The “Average Sale Days” totals repeats at each change in the groups footer section.
Conditional Formatting
Conditional formatting is formatting that happens on a control only when a certain condition(s) is true. You can create many rules at one time but they will not take affect until you apply that rule to a control. You can pick all established rules or just 1 rule for a control.
For example: The Service Department of your company performs inspections when a WG arrives at your location and prior to the WG being sold/delivered to your customer. You want to track the serial # of the propane tank installed for warranty and recall purposes. The serial number is only available when you can look at the tank during inspection. Your Service Department uses an inspection form which is printed and lists items that are checked on all WGs and also lists specific conponents to that WG from the WG custom reports. Because not all WG have propane tanks installed it is not a regular item to check. So you can set conditional formatting options to highlight the control on the form for the SN if it has a propane tank installed to draw attention to the fact that the this WG has a propane tank installed and that we need the SN.
Open the Formatting Rules Editor from the control’s property listing:
Select Edit Rule Sheet to open the Formatting Rule Sheet Editor.
Select + to add a new formatting rule.
Select formatting options from the Behavior box
Set the condition to occur for the new formatting to happen. See example. It will turn the control yellow if the condition is true.
Rename the Formatting Rule
TIP: Because you can use the same rule on several controls that are dependent on the same criteria, name the rule something that is descriptive of what you are doing, i.e., HighlightPropaneSN.
Select the ellipse (...) in the condition field to open the condition editor. This is where you will define when the condition happens.
Enter a formula.
Select OK to return to the Formatting Rule Sheet Editor.
Select Close when you have set all conditions and formatting to return to the formatting rules
editor.
TIP: You must apply the rule to the control or no formatting changes will take affect when the condition is met.
Select the > icon to apply the conditional formatting to the selected control (notice how the rule moves from the left column to the right column noting that the rule has been applied.).
Totals / Subtotals
Place totals or subtotals in your report by using the summary editor within the properties of your control. Controls that total operate differently depending on which report band you place them in and which summary function you choose in the control’s properties summary options.
Totals placed in the report footer (usually a grand total), page footer (usually a subtotal), in a group footer (usually a subtotal), or in the detail section (usually a running total).
Use the Summary Editor in the formatting options. (See Formatting beyond the property grid) to place totals in your report.
Bound Field: Is the data field in which you are performing the summary function.
Summary Function: What type of summary are you wanting to perform on the bound field, i.e., do you want to count the number of WG selected or do you want to sum the total of a column.
See the table below for what Summary Functions can be used on what type of field.
Formatting String: Select how you want your data to look in the field.
Ignore Null values: if selected the summary does not include entries without data into the equation.
For example, if you are performing a count on the [StockNumber] field and the WG record doen’t have a stock number, it would not count it.
Summary Running: Select whether you want your calculation to include data from:
Page: any entries that fit on the page
Group: any entries within a group
Report: totals all entries for the report
Filtering Data
Filter data to refine your results.
Methods to filtering report data:
Prefetch filters or Auto Filter Line – Located under the column headings in the data grid area on your WG Master List or Customer Master List. Once data is selected open your report. Only selected data will be included in your report results.
Or
Report properties – Filter String option>Select >select data field by clicking on “default” field to open drop down of all available fields>select operator>enter data to filter by?>select OK.
TIP: Filter string field now shows whether you have entered a filter using this method.
Or
Parameter – Add a parameter field to do “runtime” filtering as discussed in the Creating Parameters section earlier.
TIP: The Report properties and Parameters methods are the most efficient methods for filtering data for a custom report. The Prefetch or Auto Filter Line method for filtering report data works but takes more time to run rather than selecting all data to start and filtering using the other two methods. The slowdown in speed comes from the fact that if you determine your filter is not correct, because your are missing data that you know should be included, you do not have to exit the report, return to the master list, change your filter, refetch the data, and reenter the report. By using the Report Properties and Parameter methods, all that is required to change the filter is to reenter the properties and change the filter or change the parameters at run time. The one exception is that if the data is incorrect in the record then you are required to exit, change the data in the record, refetch your data, enter the report, and finally run it again.
Custom Report Examples
Example 1
Recreated form with parameters set to filter by WG.
Example 1 Design View
Example 1 - Output
Example 2
Report created to fill a form provided by other agencies/organizations. Only fields to be completed are included in the design.
Example 2 Design View
Example 2 Print Preview
Example 2 Printed on Pre-Printed Form
Example 3
Bill of sale
Example 3 - Design View 1
Example 3 - Output 1
Example 4
Report with custom formatting based upon the WG User status field.
Rule 1 - [WGUserStatus]='Here' OR[WGUserStatus]='Stock-Here' or [WGUserStatus]='Stock - Factory Ready'
Rule 2 - [WGUserStatus]='IN TRANSIT' OR[WGUserStatus]='Factory Ready' OR[WGUserStatus]='Factory-Customer Pickup' or [WGUserStatus]='At Transarctic - A/C Install'
Rule 3 - [WGUserStatus]='Stock-Factory' OR [WGUserStatus]='Stock - Pending'
Rule 4 - [WGUserStatus]='Pending'
Example 4 - Output 1
Example 5
Report with parameters, group headers and footers with totals.
Example 5 - Design View 1
Example 5 - Output 1
Note:
The icon below denotes the field is a Bound field.
Fields shaded pink in design view denotes they overlap with another field. The output will not be colored pink unless you have formatted your controls with shading.
Report Ideas – Your imagination is the limit.
Window Signs – identify your WG on the lot
Missing data searches – Component serial numbers
Review & analyze - Duplicate information like component serial #, sales margins, days for delivery, interest days
Sales Reports – grouped by year, month, sales person, manufacturer, type, customer, state, county, yearly comparison, projections
Inventory – by finance company, for sale, new, used, stock, customer, aged
Licensing – Title Applications, odometer disclosures, license approvals, statement of error, MSOs, As Delivered
Warranty – Mfg. delayed warranty registrations, claim forms, procedures, service locations, maintenance schedules,
Correspondence – letters
Labels – files, packets
Accounting – credit limits, reconciliations, finance, Receivable - delayed incentives, pending trades, projected margins, job costing, commission calculations
Trend Tracking
Inspection Form