This article explains how to configure and generate the monthly Sales report from SpaceAuto for MTSA Pro/Pro+ dealerships. The report is generated using DAISI, SpaceAuto's built-in AI reporting assistant, and uploaded to the MTSA upload portal for processing.
How SpaceAuto Sales Reporting Works
Clarivoy's Monthly Sales Report is configured within DAISI separately for each SpaceAuto dealership/login.
For a new SpaceAuto dealership, the Clarivoy Sales report must first be created, validated, and saved to DAISI's memory. Once setup is complete, Ops can generate the report each month using a simple saved command.
⚠️ Safety Warning
Do not assume the Clarivoy Monthly Sales Report is already configured for a new SpaceAuto dealership. Complete the First-Time Setup below before using the monthly processing instructions.
First-Time Setup for a New SpaceAuto Dealership
Complete this section once for each new SpaceAuto dealership.
Step 1: Open DAISI
Sign in to SpaceAuto using the credentials provided by the dealership.
SpaceAuto sends a one-time verification code to the account email rather than requiring a password.
Open DAISI by selecting the flower icon. Depending on your screen size, DAISI may appear in the left navigation menu or along the bottom navigation bar.
Step 2: Request the Initial Sales Report
Paste the following prompt into DAISI:
Please create a report containing all vehicle sales from the prior calendar month.
The report should contain one row per individual vehicle sale/deal. Repeat customers who purchased more than one vehicle should have a separate row for each sale.
Please include the following fields whenever available:
Sale Date
Customer Full Name
Street Address
City
State
Zip Code
Primary Phone
Alternate Phone 1
Alternate Phone 2
Alternate Phone 3
Primary Email
Alternate Email 1
Alternate Email 2
Alternate Email 3
VIN
Vehicle Year
Vehicle Make
Vehicle Model
Vehicle Trim
New / Used
Selling Price
Front Gross
Back Gross
Total Gross
Deal ID / Deal Number
Stock Number
Salesperson
Customer ID
Original Customer / Lead Created Date
Lead Source
Lead Source Detail
UTM Source
UTM Medium
UTM Campaign
ADF ID
Payment Type
Close Date Source
Please generate the report as a CSV.
Before saving this as a reusable report, please explain:
1. What field represents the actual vehicle sale date and how that date is defined.
2. Whether each vehicle sale/deal exists as its own record, including multiple purchases by the same customer.
3. Which requested fields are available and the SpaceAuto field used for each.
4. How Selling Price, Front Gross, and Back Gross are defined.
5. Whether Total Gross is stored or must be calculated. If calculated, use Front Gross + Back Gross while preserving the individual Front Gross and Back Gross fields.
6. Whether all sales can reliably be pulled based on the sale date regardless of when the customer was originally created.
7. Any limitations, exclusions, or data-quality concerns that could cause sales or financial values to be missing or incomplete.
Do not save the report to memory yet.
Step 3: Validate the Initial Report Definition
Review DAISI's response before saving anything to memory.
Confirm that:
The report contains one row per vehicle sale/deal.
Repeat customers can appear multiple times when they have multiple sales.
The reporting period is based on the vehicle sale/close date, not the customer's original creation date.
Sales are limited to deals that are currently considered closed/sold by SpaceAuto.
VIN is available on the individual deal.
Selling Price, Front Gross, and Back Gross are available.
Total Gross is either available directly or can be calculated as Front Gross + Back Gross.
Customer contact information is available.
Lead Source and attribution fields can be associated with the customer/deal.
The report can be generated as a CSV.
SpaceAuto Sales Data Limitations
SpaceAuto Sales reports are generated from CRM deal data, not accounting-verified DMS sales data.
The completeness and accuracy of the report therefore depend on how consistently the dealership maintains deals within SpaceAuto.
Known limitations may include:
A sale may be missing if the dealership does not mark the deal closed/sold in SpaceAuto.
A deal that was previously closed and later reopened may not appear as a closed sale.
Selling Price, Front Gross, and Back Gross depend on values entered during the dealership's desking process.
Missing Front Gross or Back Gross values may cause Total Gross to represent only the available component.
Vehicle details may be unavailable if the sold vehicle has been removed from SpaceAuto's inventory records, although VIN may remain associated with the deal.
SpaceAuto may not contain a DMS-style Deal Number. A SpaceAuto Deal ID may be used instead.
Sales totals and gross values should not be assumed to match the dealership's DMS without validation.
Step 4: Generate and Validate a Sample Report
Ask DAISI to generate a sample using the most recently completed calendar month:
Please generate the Monthly Sales Report we just defined for the most recently completed calendar month as a CSV.
Do not save the report specification to memory yet.
Download and review the CSV.
Verify that:
The report covers the correct calendar month.
Sales records are present.
Each row represents an individual vehicle sale/deal.
Sale Date is populated.
Customer information is present where available.
VIN is populated.
Vehicle information is present where available.
Selling Price, Front Gross, Back Gross, and Total Gross are included.
Total Gross is calculated correctly when applicable.
The file is not empty or obviously incomplete.
Step 5: Save the Monthly Sales Report to DAISI Memory
Once the sample report and sales volume have been validated, tell DAISI:
Please save this as the Clarivoy Monthly Sales Report.
When I say "run the monthly sales report," generate this exact report for the entire prior calendar month using the same criteria, fields, calculations, and CSV format without asking me to provide them again.
Total Gross should equal Front Gross + Back Gross. Treat a missing Front Gross or Back Gross as 0 for purposes of calculating Total Gross, but preserve the original individual Front Gross and Back Gross fields so missing values remain identifiable.
Before saving the memory, show me the complete memory card for approval.
DAISI will display a memory approval request.
Review the complete memory before approving it.
Confirm that the saved specification matches the validated report, then select the green checkmark to approve the memory.
📋 Work Order
Do not approve a DAISI memory card without reviewing its full contents. The saved memory controls how future monthly reports are generated.
Monthly Sales Processing
Once the dealership's Clarivoy Monthly Sales Report has been configured and saved, use the following process each month.
Step 1: Generate the Sales Report
Sign in to SpaceAuto and open DAISI.
Enter:
Run the monthly sales report.
DAISI will generate the saved Clarivoy Monthly Sales Report for the entire prior calendar month.
For example:
Running the report on September 1 generates August 1–31 sales.
Running the report on October 1 generates September 1–30 sales.
Once DAISI finishes processing the request, click the CSV download link to save the report.
📋 Work Order
Report generation may take several minutes depending on the dealership's data volume.
Step 2: Rename the Report
Rename the downloaded file using the following naming convention:
YYYY MM - DEALERSHIP NAME - SpaceAuto Sales
Example:
2026 08 - Clarivoy Auto - SpaceAuto Sales.csv
Step 3: Upload the Report
Upload the completed Sales report to:
upload.clarivoy.com/mtsa
🔍 Inspection Point
Before uploading, verify that:
- The report covers the correct prior calendar month.
- The report downloaded successfully as a CSV file.
- The filename follows the required naming convention.
- Sale Date and VIN are populated on the sales records.]
- Selling Price, Front Gross, Back Gross, and Total Gross are included.
- The report contains a reasonable number of sales and is not empty or obviously incomplete.
If DAISI does not recognize "Run the monthly sales report", do not manually create an alternate report and upload it. Review the dealership's saved DAISI memory and complete or repair the First-Time Setup before proceeding.