Located as a tab in the Contracts Report, the Source of Business Report contains all contract invoice line items by payer for finished contracts. Use this report to understand revenue, tax, fee, and recovery allocations across Sources of Business.
Please note there is approximately a 3-hour data sync delay for data to populate on reports. Recently finished contracts will take time to populate on this report.
Only employees with "View Reports" employee permissions can access Dealerware Reports.
Filter by Date, Repair Order, Customer Name, Service Advisor, Contract ID, or Source of Business. Note: The Date filter will default to "This Month". Adjust the filter to see the prior month or preferred timeframe.
Available fields include the following:
Available fields include the following:
Rate Charge
Rate Adjustment
Fuel Charge
Fuel Adjustment
Fuel Service Charge
Fuel Service Adjustment
Odometer Charge
Odometer Adjustment
Toll Charge
Toll Adjustment
Ticket Adjustment
Cleaning Adjustment
Damage Adjustment
Warranty Adjustment
Generic Adjustment
Transportation Fee
Facility Fee
Road Safety Fee
Trip Fee
Rental Fee
Recovery Fee
Rental Tax
Sales Tax
State Vehicle Tax
Tourism Tax
Venue Tax
Event Tax
Luxury Tax
County Tax
City Tax
Platform Fee
Net to Dealership
See the following related articles: