Recap Reports
The Recap Report allows you
to view basic information concerning your Buy Here/Pay Here
accounts. With this report you can see basic customer and vehicle
information, loan information, and profit status. You can view
specific types of accounts like Weekly or Bi-Weekly, Closed or
Open, or even for specific sales people.
To view the Recap Report, click the Recap Report
button.

The software will then display the Buy-Here/Pay-Here Recap
Report window. This window contains tabs across the top to
group report criteria for easy entry. When you have finished
entering your report criteria, click the OK button to
preview and print the report.
Selection Criteria
Tab
The Selection Criteria tab lets you select the data to be
viewed on the report.

Select the types of payments you wish to view on the report.
They can be weekly, bi-weekly, semi-monthly, or monthly.
Select if you want open loans to be included on this report.
Select the starting and ending dates for the date range of
closed loans you want view. Closed loans will only be shown if they
were closed within the date range entered.
Select to include specific salespeople on the report or leave
blank for all salespeople.
Sort Order Tab
The Sort Order tab allows you to sort your report based
on the criteria you enter. You can have up to three levels of
sorting for this report.

Enter the report field on which you wish to sort. Click the down
arrow to display a pull-down menu of field choices. You can sort on
the loan number, customer name, payment frequency, salesperson, and
origination date.
Enter the sort direction. Click the down arrow to display a
pull-down menu of field choices. You may select from an ascending
(a, b, c, … ) or descending (z, y, x, …) sort order.
Report Format Tab
The Report Format tab allows you to choose the proper
format for your report.

Select the page size for your report. Click the down arrow in
the Page Size box to display a pull-down menu of
choices.
Select if you want to view and print the report in a landscape
format. If the Landscape box is not checked, the software
will assume a portrait format.
|