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"

Setting Up The Report

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

1. In the top right corner, click the arrow for the rooftop selection drop down menu and select the desired rooftop.
   
   
2. Click the 9 squares Menu (top left corner)
   
3. Under "Core", Select Reports
   
4. Click the Spyglass icon (top right)
   
5. 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.
6. 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”)
   
7. Press the Gear icon (top right corner of the header row)
   
8. Click “Deselect All”           
9. 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
10. Save the report: Click the blue “Create New” button (top right)
11. Name = Clarivoy Sales Report
12. Description = Sales last month for Clarivoy
13. 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.
    
14. Click Excel
15. Click Export as Excel
16. 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.
    
17. 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
18. If there are additional rooftops, you will need to recreate this report under each rooftop.  Follow all previous steps for each additional rooftop.
19. 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. In the top right corner, click the arrow for the rooftop selection drop down menu and select the desired rooftop.
   
2. Click the 9 squares Menu (top left corner)
   
3. Under "Core", Select Reports
4. Search for “Clarivoy Sales Report” 
5. Click on “Clarivoy Sales Report” report name.
6. Download the data:  Click the Download icon (top right - next to “All”)
   
7. Click Excel
8. Export as Excel
9. 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.
   
10. 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
11. Repeat the above steps for each additional rooftop.
12. Upload all files securely at https://upload.clarivoy.com/sourcereports checking the box for “Sales”.