The All Contracts report is the first tab on the Contracts Report page. It allows dealers to see all contracts with every status: Started, Finished, Booked, Pending Agreement, No Showed, and Cancelled.
There is approximately a 3-hour data sync delay for data to populate on reports. Therefore, the All Contracts report is most useful for viewing contracts that were updated prior to the current day.
Only employees with "View Reports" employee permissions can access Dealerware Reports.
The report can be filtered by the following:
Date Filter: Actual Finish, Actual Start, Created On, and Cancelled On. Works in tandem with the “Date” filter to determine how contracts are filtered
Date: by default, this is set to the current month
Repair Order Number
Customer Name
Service Advisor
Contract ID
VIN
Program
Status
Below the filters, there are data visualizations that include:
Number of Contracts by Status (Started, Finished, Booked, Pending Agreement, No Showed, Cancelled)
Number of Contracts by Service Advisor
Number of Contracts by Program
Finally, there is a table called Contracts Report. This allows you to see a breakdown of all contracts sorted by the most recent "Actual Finish" date. The "Fuel Difference" and "Mileage Difference" columns display the whether the customer returned the vehicle with the same fuel level and how many miles were driven on the contract.
Available fields include the following:
Dealership Name
Actual Finish Date/Time
Contract ID Number
Sequential ID Number
Status
Repair Order Number
Customer Name
Created By (Employee Name)
Finished By (Employee Name)
Contract Total (Amount on the Contract Invoice)
VIN
License Plate Number
Service Advisor
Customer VIN
Scheduled Start Date/Time
Schedule Finish Date/Time
Actual Start Date/Time
Reservation ID Number
Stock Number
Length of Contract
Total Starting Fuel
Total Ending Fuel
Fuel Difference (shows whether the customer returned the vehicle with the same amount of fuel as at the start of the contract)
Total Starting Mileage
Total Ending Mileage
Mileage Difference (shows how many miles were driven on contract)
See the following related articles: