Customer Reports provides sales history, vehicle information and vehicle
services. If the Truck-masteR has been purchased, Cost Per Mile and Cost Per
Mile With History is available.
- Select a Report Filter. If selecting a filter other than All,
a search box displays. Use this to locate the customer or company.
- Select a Date Range
- Check By Customer or By Vehicle
- Check First Sale to Customer or Last Sale to Customer
- Select a From and To Date
- Check Last Year, Last Month, This Year or
- Select YTD and/or LYR Sales
- Check By Source of Lead or Groups
- Use the Report Builder to select the type of report you want to view
- Select a Destination, Printer or Screen
- Select Print