Org Info:

Data Pulls Add Sub-Organization Add Person Drop Organization Go Back (Main Menu) Table View

Org Id	Code	Name	Expire Date	Dlr Status	Folder	DMS Vdr	DMSC#	Notes

Search Person

Replace

If Search is successful, then Person JSON will be below
Future Enhancement to ignore case within search

List of everyone who is receiving at least one report from 1on1

Reports by Email Address

Person receiving report

Search for Class Name

Dealership Name	Owner Name	Report Name	Class Name

Do the following to quickly build Service Advisor forecasts: (1) Enter the number of months (1-12) of service history to calc forecasts: ; (2) Multiply result by this number (ex: 1.1 adds 10%) : ; (3) Click this button to: Generate a List of Advisors ; (4) Delete from the list below anyone whose forecast should NOT be recalculated ; (5) Click this button to: Build Forecasts

Add New Row

Tech Number	Tech Name	Number of Stalls	Delete

Add New Row Save

Dms Sale

Dms Sale JE

Dms Sale JELine

Dms Acctg DOC

Dms Acctg Floorplan

Dms Acctg Heat

Dms Svc RO Trans

Save Purge Values

Edit Selected Line (Show) Add Column Number (Show) Edit Column Number (Hide)

Back

New Column For Line

Column Number:

Data Source:

Data Source Field Name (Only used when DataSource isn't accounting)

Months Back:

Balance Field:

Operation:

Result:

Multiplier:

CSS:

Column Label (Used for Operation Type: String):

Save

Edit Columns For Line

Column Number

Result

Operation

Multiplier

Css

Label

Edit

Delete

Edit ColumnNumber Info Here

Column Number:

Data Source:

Data Source Field Name (only used when Data Source isn't accounting):

Months Back:

Balance Field:

Operation:

Result:

Multiplier:

CSS:

Column Label (Used for Operation Type: String):

Save Back

Edit Line GLPB

GLPB:

Reference:

Sequence (normally 1 unless doing division/subtraction. Put numerator as 1 and denominator as 2):

Save Back

Control Number Search

Control Number

Customer Name

Stock Number

Acct#

Amount Balance

Delete

Data Pulls ::: This option costs approximately $1/day/dealership :::

All Files (takes longer)

Pull Data Now In case of emergency, manually upload your Dealertrack Reports.

Person Info:

Code*

Name*

Title

Employee Number

Phone

Output File Types

Excel/CSV HTML XML

Set Password Reorder Favorites Alphabetically Drop Person Emulate Save Cancel

Report

Please enter the report criteria below:

View Report Add/Drop Favorites

Favorite Name*

File Name (Excel and CSV)

Add date to file name (Excel and CSV)

Schedule Automatic Emails

Email Addresses (multiple emails may be entered if separated with a comma)*

Frequency*

Nightly Scheduled
Starting Date*

Nightly Scheduled
Ending Date (optional)

Forget Password?

Take a Test Drive

List of everyone who is receiving at least one report from 1on1

Reports by Email Address

Login to your Dealership

Forgot your password?

Forget Password?

Take a Test Drive

List of everyone who is receiving at least one report from 1on1

Reports by Email Address