Access Required

In order to create the Sales Report and export the data in Tekion CRM, your user profile must have the following permissions:

• User Role must be Sales Manager or higher to access the Core Reports app
• Enable the following permissions:
  • General --> Reporting --> All
  • Sales --> CRM --> Export data from CRM
  • Sales --> CRM --> all permissions that say "Leads"

If you need assistance setting the permissions, please contact Tekion Support by clicking the "Get Help" button in the top of your CRM.

Setting Up The Report

If you have already setup the report, skip ahead to Pulling The Data Monthly.

1. Login to Tekion CRM at https://app.tekioncloud.com/login
2. In the top right corner, click the arrow for the rooftop selection drop down menu and select the desired rooftop.
   
   
3. Click the 9 squares Menu (top left corner)
   
4. Under "Core", Select Reports
   
5. Click the Spyglass icon (top right)
   
6. Search for “Sales Report Builder”, then click on “Sales Report Builder”
           If you do not see “Sales Report Builder”, then your CRM user profile does not have the correct permissions.  See the Access Required section.
7. Next to Created Time, click on the dates to change the dates.  Select “Previous Month” (after opening the filter box, scroll down on the gray left panel to find “Previous Month”)
   
8. Press the Gear icon (top right corner of the header row)
   
9. Click “Deselect All”           
10. Select the following columns:
    1. Dealer
    2. Sold Date
    3. Buyer First Name
    4. Buyer Middle Name
    5. Buyer Last Name
    6. Buyer Address Line 1
    7. Buyer Address Line 2
    8. Buyer City
    9. Buyer State
    10. Buyer Zip Code
    11. Customer Home Phone
    12. Customer Work Phone
    13. Customer Mobile Number
    14. Customer Email ID
    15. Stock Type
    16. Deal Type
    17. Year
    18. Make
    19. Model
    20. Vin #
    21. Front Gross
    22. Back Gross
    23. Total Gross
    24. Sold Price
11. Save the report: Click the blue “Create New” button (top right)
12. Name = Clarivoy Sales Report
13. Description = Sales last month for Clarivoy
14. Download the data:  Click the Download icon (top right - next to “All”)
            If you do not see the Download button, then your CRM user profile does not have the correct permissions.  See the Access Required section.
    
15. Click Excel
16. Click Export as Excel
17. The Export will take a minute.  Stay on this page.  When the export is ready, a notification will pop up at the bottom of the page with a download link.  Click Download.
    
18. Save the file somewhere you will remember.  Name it with your dealership name, the words “Sales from Tekion CRM” and the month(s) the data is for.  
    Example:  ABC Autos – Sales from Tekion CRM – Jan 2025.csv
19. If there are additional rooftops, you will need to recreate this report under each rooftop.  Follow all previous steps for each additional rooftop.
20. 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 report easily each month by following the steps below.

Pulling The Data Monthly

1. Login to Tekion CRM at https://app.tekioncloud.com/login
2. In the top right corner, click the arrow for the rooftop selection drop down menu and select the desired rooftop.
   
3. Click the 9 squares Menu (top left corner)
   
4. Under "Core", Select Reports
5. Search for “Clarivoy Sales Report” 
6. Click on “Clarivoy Sales Report” report name.
7. Download the data:  Click the Download icon (top right - next to “All”)
   
8. Click Excel
9. Export as Excel
10. The Export will take a minute.  Stay on this page.  When the export is ready, a notification will pop up at the bottom of the page with a download link.  Click Download.
    
11. Save the file somewhere you will remember.  Name it with your dealership name, the words “Sales from Tekion CRM” and the month(s) the data is for.   
    Example:  ABC Autos – Sales from Tekion CRM – Jan 2025.csv
12. Repeat the above steps for each additional rooftop.
13. Upload all files securely at https://upload.clarivoy.com/sourcereports checking the box for “Sales”.