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: