Building the Report
User Access Required
To pull Sales reports, the Reynolds & Reynolds DMS user must have access to the F&I Master data set (specifically, FIMAST-FANDI).
1. Login to your Reynolds & Reynolds DMS.
2. Opening the RMI (Retail Management Intelligence) application. On the left side of the screen, under User-Defined Reports, select Dynamic Reporting.
3. Press Ctrl+A to open the Add New Dynamic Report window, or press (F9) Add New.
4. Choose Blank Report and click Add (F12)
5. On the Basic Info tab:
a. Title = Clarivoy Sales Report
b. Data Set = FIMAST-FANDI
*If you get an error message or cannot see this dataset in your search results, you do not have the user access required. Please contact your Reynolds & Reynolds Admin to request access to the F&I Master dataset.
c. Store/Branch Selects = select the store(s) you are running the report for. If you have multiple stores, select all stores.
6. On the Criteria tab, add the following criteria:
7. On the Output tab, click the search icon next to the blank field
8. The Dynamic Reporting Field Picker dialog box opens.
Search for each for the fields on the next page by typing the field name, then pressing (F5) Search. In the Results, Double click on the field name to add it to the report.
Search for and add each of these fields:
|
Sales Data Requirements for Reynolds & Reynolds | |
|---|---|
|
Dynamic Reporting Field Picker Name (THIS is what you will search for in the Field list) |
Description |
| STAT | Deal Status (F=Finalized) |
9. Click Close to close the Dynamic Reporting Field Picker dialog box.
10. On the Output tab, next to the Field DEAL-DATE, ensure the Format is set to MM/DD/YY.
11. On the Advanced tab, specify a path and filename you will remember in the Export To box.
12. Finally, press (F12) Add to save your report.
13. Follow the steps below to export the file.
Exporting The Sales Each Month
1. Login to your Reynolds & Reynolds DMS – RMI ERA-IGNITE application
2. Go to Dynamic Reporting by opening the Retail Management Intelligence application, then select Dynamic Reporting from the User-Defined Reports section on the left side of the screen.
3. Search for the report you previously saved, which was named Clarivoy Sales Report.
4. Click the blue Edit link next to the report name.
5. Go to the Criteria tab
6. Update both the start and end dates
7. Press (F12) to Update your report.
8. Click the Escape button on the toolbar to return to the previous window.
9. Back on the Search Dynamic Reporting window, click on the report name to highlight the row. Press (F10) Run Report.
10. Once the report loads, click the Escape button on the toolbar to return to the previous window.
11. Back in the Search Dynamic Reporting window, go to the Completed Reports tab. You should see the report you just ran at the top of the list (if you do not, search for it by name and find the report that was Last Run on today’s date).
12. Click the report name to highlight the row. Press (F7) to Export. Save the file somewhere you will remember.
13. Do not modify the file in any way once you have exported it. Leave the column names as they are.
14. Find the file and rename it with your dealership name, the word “Sales” and the month.
Example: ABC Autos - Sales - Aug 2023.csv
15. Upload the file securely at https://upload.clarivoy.com, checking the box for “Sales”.