Setting Up The Sales Report

Permissions Required to Export Leads

1. In order to build and export reports in ProMax Complete CRM, your user profile must have the following permissions boxes checked:
   1. “Can Run Reports”
   2. "Allow Report Exporting”
   3. “Full Access”

Building the Sales Report

1. Login to the https://promaxonline.com/auth/login 
2. If you have multiple rooftops, switch to the desired rooftop/store by clicking the dropdown arrow at the top right
   
3. Click the 3 lines up at the top left to expand the menu
   
4. Hover your mouse over Reports on the side menu
   
5. Click Sold Vehicle / Profit Report Builder
   
6. Click Create New Report
   
7. In the Report Name field at the top, name the report "Clarivoy Sales"
   
8. Under “Available Fields” select each of the columns
   1. Address (Street Address) 
   2. Address (City) 
   3. Address (State) 
   4. Address (Zip Code) 
   5. EMail Address 
   6. Name (Customer First Name) 
   7. Name (Customer Last Name) 
   8. Name (Customer Name) 
   9. Phone (Cell Phone) 
   10. Phone (Home Phone) 
   11. Phone (Work Phone) 
   12. Name (Co-Buyer Name) 
   13. Phone (Co-Buyer Cell Phone) 
   14. Phone (Co-Buyer Home Phone) 
   15. Phone (Co-Buyer Work Phone) 
   16. Email Address (Co-Buyer Email) 
   17. Delivered Make 
   18. Delivered Model 
   19. Delivered Year 
   20. New/Used 
   21. Profit (Back End Profit) 
   22. Profit (Front End Profit) 
   23. Profit (Total Profit) 
   24. Sale Price 
   25. Type of Deal 
   26. VIN 
   27. Dealership 
   28. Customer ID
   29. Delivery Date 
9. Then click the arrow pointing to the Selected Fields to add the column
   
10. Click Save Report
    
11. Under "Saved Reports" click on the report named “Clarivoy Sales”
12. Click Run Report
    
13. Enter the desired dates at the top left corner
    
14. Click Export on the top right
    
15. 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 – Jan 2025.csv 
16. If you have multiple rooftops, repeat all steps above for each additional rooftop/store.
17. Upload all files securely at https://upload.clarivoy.com/sourcereports checking the box for “Sales”.

Moving forward, you will be able to pull the sales easily each month by following the steps below.

Pulling the Monthly Sales Report

1. Login to the https://promaxonline.com/auth/login 
2. If you have multiple rooftops, switch to the desired rooftop/store by clicking the dropdown arrow at the top right
   
3. Click the 3 lines up at the top left to expand the menu
   
4. Hover your mouse over Reports on the side menu
   
5. Click Sold Vehicle / Profit Report Builder
   
6. Under "Saved Reports" click on the report named “Clarivoy Sales”
7. Click Run Report
   
8. Enter the desired dates at the top left corner
   
9. Click Export on the top right
   
10. 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 – Jan 2025.csv 
11. If you have multiple rooftops, repeat all steps above for each additional rooftop/store.
12. Upload all files securely at https://upload.clarivoy.com/sourcereports checking the box for “Sales”.