System Reports - Custom Reports

The Dealer Billing Deferred Revenue can be tracked once enhanced billing is licensed. The Dealer Billing Deferred Revenue Report displays deferred revenue adjustments. The deferred revenue adjustments then must be manually entered into the accoun...

Effective Immediately, Trainings will no longer be scheduled unless we receive assurance that some basic minimums have been checked. This document may change from time to time, so it’s worth a revisit every so often.   All server/log...

Note:  T he Customer Signal Count Generator Report must be run before the Dealer Billing Generate Report to generate activity-based charges. Perform the following steps to generate a Dealer Billing Generate Report: Navigate to t...

Once you have run the Dealer Billing Preview Report, running the Dealer Billing Post Report is the last step required to post the Dealer billing to the accounting system. Generating a Dealer Billing Post Report Perform the following ste...

The Dealer Billing Preview Report lists all transactions that are ready to be posted to the accounting system for Dealer billing. The Dealer Billing Preview Report can be run as many times as needed. It should be the last report run before runnin...

Perform the following steps to generate a Dealer Excess Billing Report: Navigate to the Reports menu, and select "System Reports". Result:  The "System Reports" Navigation Tree displays as shown in the following screenshot:  ...

Perform the following steps to generate a Dealer Signal Count Report: Navigate to the Reports menu, and select "System Reports". Result:  The "System Reports" Navigation Tree displays as shown in the following screenshot: ...

Run the Customer Signal Count Generator Report before the Dealer Billing Generate Report in order to generate activity-based charges. Generating a Customer Signal Count Generator Report Perform the following steps to g...