REP / Reports
Review debtor and vehicle reports
Use dated debtor reports and vehicle summaries, export permitted PDFs and check report scope.
Use reports to review your field work and prepare a handover. Check dates and scope before comparing figures.
Debtors Report
- Open Debtors Report from Home.
- Choose the as-of date and available customer, route or other filters.
- Load the report and review balances and ageing.
- Use the PDF action for the selected report when permitted.
Report balances are dated. Refresh the customer before collecting money based on an older PDF.
Vehicle End Report
Open Vehicle End Report or Today’s Report when it leads there. Confirm the vehicle, date and displayed REP scope, load the report and review the enabled sections. Use the available print or PDF action.
The business chooses which sections and sales scope are shown. Shared vehicle stock and the current REP’s sales do not necessarily use the same scope.
General Reports screen
Reports contains Vehicle, Stock and Account PDF tools when available. Its filters may require additional access beyond standard REP permissions. If filters fail to load or access is refused, use the direct Debtors Report, Vehicle End Report, Daily Summary or Stock Tracking entry instead and ask your administrator to check report access.
Saving or sharing a PDF does not post a payment, correct stock or close the day.