User Profile Requirements

In order to Create a Deals reports and Export data in DealerCenter, the following user Roles are required:

• DealerAdmin
• ManagementReportViewer

Both roles are required to view all leads for the dealership, create the report, and export data.

Creating the Report

1. Login to DealerCenter

2. Deal (left side - paper with a checkmark) 
    

3. Deal List

4. At the top, click the button

5. Report Information tab

5a. Name=Clarivoy DMS report

6. Columns tab

6a. Select these columns:

· Deal Date

· Deal No.

· Deal Type

· Deal Status

· Year

· Vehicle Make

· Model

· Vehicle VIN

· Purchase Price

· Front Gross Amount

· Backend Gross Amount

· Total Gross

· Signer First Name

· Signer Middle Name

· Signer Last Name

· Signer Address

· Signer City

· Signer State

· Signer Zip

· Signer Home Phone

· Signer Cell Phone

· Signer Email

· Cosigner First Name

· Cosigner Middle Name

· Cosigner Last Name

· Cosigner Address

· Cosigner City

· Cosigner State

· Cosigner Zip

· Cosigner Cell Phone

· Cosigner Home Phone

· Cosigner Email

7. Advanced Filter tab

7a. Deal Date = Previous Month

7b. Deal Status In = select all with SOLD

7c. Deal Type Not In =WHOLESALE

7d. Click the filter “funnel” icon to the right of each of the 3 filters so that the funnel becomes shaded. (This step must be done to enable filtering when setting up the delivery schedule)

8. At the bottom, click the blue  Save  button

9. Confirm Saving - If the Save is successful, you will get a green confirmation box in the top right corner.
If you do not see the green confirmation box and the screen remains on the Add New Report flyout, you may not have the correct role or permissions to be able to save a report.  See the User Profile Requirements section.

10. How to Export the Backdata

• Click the Print/Export button at the top  
• Choose CSV - Raw Data
• Click  Export 
• Save the file somewhere you will remember. Name it with your dealership name, the word “Sales” and the month(s) the data is for. 
  Example:  ABC Autos – Sales - Sep 2024.xls

11.  Upload data - Go to https://upload.clarivoy.com to securely upload the file, checking the box for “Sales”.

After creating the report, follow the instructions below to export the data each month.

Exporting the Data

1. On the left side, click on Reports
2. On the left side of the flyout box, click on Customer
3. Click Clarivoy DMS Report
4. Ensure the Deal Date filter is set to Previous Month
5. Click Run
6. Click the Print/Export button at the top
7. Choose CSV - Raw Data
8. Click  Export 
9. Save the file somewhere you will remember. Name it with your dealership name, the word “Sales” and the month(s) the data is for. 
        Example:  ABC Autos – Sales - October 2024.xls
10. Go to https://upload.clarivoy.com to securely upload the file, checking the box for “Sales”.