Account Setup for exporting sales data
1. Login to your CDK drive and on the right-side icon menu, click on REPORT AND ANALYZE (the small pie chart icon)
2. Click on ENHANCED REPORT GENERATOR under “General”
lick on NEW REPORT at the upper right
4. Under “Select Application”, click on FINANCE AND INSURANCE in the dropdown menu
5. Under “File Name”, click on FI-WIP in the dropdown menu
6. Using the below Sales Data Requirements chart- select all of the required data fields by clicking on the check boxes next to each field description in the left side “Dictionary Library” menu. Make sure you select the columns in the order specified. If you do not, the buyer and co-buyer information (address, phone, email) will be labeled incorrectly.
As you select the data fields on the left, they will appear across the top “Report Columns” menu (Note that the number in parentheses will be much larger than the number of columns you’ve selected so far- don’t worry about this).
SALES DATA REQUIREMENTS – CDK*** SELECT THE COLUMNS IN THE ORDER SPECIFIED HERE *** | |
|
Enhanced Report Generator Description (THIS is what you will select in the Dictionary Library): |
Export File Description (This is how it will appear in the final CSV spreadsheet): |
ItemID |
FI-WIP |
ACCOUNTING DATE |
AccountingDate |
BUYER FIRST NAME |
FIRST NAME |
BUYER LAST NAME |
BUYER LAST NAME |
BUYER STREET ADDRESS |
STREET |
BUYER CITY |
CITY |
BUYER STATE |
ST |
BUYER ZIP CODE |
ZIP |
BUYER CELL |
BUYERCELL |
BUYER BUSINESS TELEPHONE |
BUS.-PHONE |
BUYER HOME TELEPHONE |
PHONE |
E-MAIL ADDRESS 1 |
E-MAIL ADDRESS 1 |
E-MAIL ADDRESS 2 |
E-MAIL ADDRESS 2 |
E-MAIL ADDRESS 3 |
E-MAIL ADDRESS 3 |
CO-BUYER NAME |
CO-BUYER-NAME |
CO-BUYER STREET ADDRESS |
STREET_1 |
CO-BUYER CITY |
CITY_1 |
CO-BUYER STATE |
ST_1 |
CO-BUYER ZIP CODE |
ZIP_1 |
COBUYER CELL |
COBUYER CELL |
BACK GROSS |
BACK GROSS |
FRONT GROSS |
FRONT GROSS |
TOTAL GROSS |
TOTAL GROSS |
SERIAL NUMBER-NEW |
SERIAL-NO |
MAKE DESCRIPTION-NEW |
MAKE |
MODEL DESCRIPTION-NEW |
MODEL |
MODEL YEAR-NEW |
YEAR |
STOCK TYPE-NEW |
NEWUSED |
TOTAL SELLING PRICE |
VEHICLEWEOWESALETOTAL |
7. Drag the ACCOUNTING DATE column from the top “Report Columns” menu down to “Selection Criteria”
8. Under “Condition”, click on GREATER THAN OR EQUAL TO in the dropdown menu
9. Again, drag the ACCOUNTING DATE column from the top “Report Columns” menu down to “Selection Criteria”
10. Under the 2nd “Condition” (you just dragged down), click on LESS THAN OR EQUAL TO in the dropdown menu
11. Click on the 1st small calendar icon under “Selection Criteria” (next to Greater than or Equal to) and select the first day of the desired reporting month
12. Click on the 2nd small calendar icon under “Selection Criteria” (next to Less than or Equal to) and select the last day of the desired reporting month
13. Click on SAVE at the bottom right corner
14. Enter a name you can remember in the “Report Name” field, then click SAVE again
15. Click on RUN at the bottom right corner
16. Under “Name”, click on EXPORT CSV in the dropdown menu
17. Click on PRINT in the dialog box
18. Save the CSV spreadsheet to your desktop, using a descriptive name including your store name, the month, and the word “Sales”.
Example: ABC Autos – January 2022 Sales.csv
19. Upload to our secure server at https://upload.clarivoy.com/sourcereports
When you run the sales report for the following month- simply find your saved Sales Report in the report list when you first open Enhanced Report Generator and click on the small MODIFY REPORT icon to the left of the report name. After opening the report- just repeat steps 11 & 12 (changing the dates) for the new month, then RUN the report again.