Sales Detail Report

In DeskManager, the Sales Detail report will show various information regarding sales within a selected date range.

  • To access this report, click Reports at the top, then click the + next to Sales, then double-click Detail.SalesDetailReport1SalesDetailReport8
  • First, set the From and To dates in the top right to select the date range of sales to display in the report.SalesDetailReport4
  • Next, if you’d like to only see sales in a specific Lot, Location, and/or Group, click the dropdown menus and select it in the top right.SalesDetailReport5
  • This report also provides more filters when clicking the Filter button in the top right.SalesDetailReport6
  • A small window will display, with various filters including:
    • Sort By – Sort the report by Stock# or Date.
    • Display Details
    • Include Buy-Backs
    • Exclude Pending Service Invoices
    • Exclude Service and Parts
    • If searching for a specific Company Name, First Name, and/or Last Name, enter it into the text fields.
    • To search for sales purchased from a specific Vendor, click the dropdown menu beneath Purchase From (Vendor), and select the appropriate vendor.
    • Lastly, you can refine your search to the type of deal:
      • Check the box next to Retail to only include Retail deals, combining Inhouse, Non-Inhouse, and Cash Retail sales.
      • Or check the boxes for Inhouse, Non-Inhouse, and/or Cash Retail to only search in their respective categories.
      • Check the box next to Wholesale to include Wholesale deals in the search.
  • To run the report with the entered values, click Reload in the top right.
  • This report includes:SalesDetailReport9
    • Sale Date
    • Stock Number
    • Cash Sale
    • Purchase Price
    • Flooring Cost
    • Gap Cost
    • Warranty Cost
    • Total Cost
    • Gross Profit
    • Profit Margin
    • Net Profit
  • Double-clicking an entry will display that deal.
  • Below the list of sales, the report includes:
    • Record count – Totals the number of entries for Retail, Wholesale, In-House (BHPH), Non-In-House, Warranties, Gap, and Insurance.SalesDetailReport10
    • Total Costs – Totals the amounts of Costs, Flooring Costs, and Other Costs (Not related to Vehicle Costs)SalesDetailReport11
    • Total Sales – This totals all the sales’ detail information, displayed below.SalesDetailReport12
    • Service and Parts – The total Sales, Costs, and Profit for service and parts.SalesDetailReport13
    • Profit – The total profit for Warranty, Gross, Gross including Service and Parts, and Net.SalesDetailReport14
    • Average Profit – The average profit for the Warranty, Gap, Gross, Gross Margin, and Net.SalesDetailReport15
    • Average Financed – The total Down Payment, Interest Rate, and Term.SalesDetailReport16
    • In-House Totals and Non-In-House Totals – The total Financed, Finance Charge, and Total Sale.7SalesDetailReport16
  • To export the report as a Text file, click Export in the top right, and a confirmation window will display the file path where the report was Saved.
    • *Note – This report can only be exported to this specific filepath, if you are on the cloud, it cannot be saved elsewhere.
      SalesDetailReport18SalesDetailReport3
  • Click Print to print the report.
  • Click Exit to close the report.