Where each report lives and what it is for.
Every day
| WHAT YOU NEED | WHERE TO GO |
|---|---|
| The day’s takings across every department | Run the Daily Transaction Report |
| Understand what is on the DTR | What is on the Daily Transaction Report |
| Your own transactions, to balance your shift | Run your Cashier Report |
Money reaching the bank
| WHAT YOU NEED | WHERE TO GO |
|---|---|
| See what was actually deposited | Check what was deposited |
| Check the deposits against the day’s takings | Match your deposits to the day's takings |
| See the month’s fees | Find your monthly statement |
| The customer called their card company instead of you, and the money has been taken back | Chargebacks — start here |
Where each report lives
| REPORT | WHERE IT LIVES |
|---|---|
| Cashier Report | Reporting |
| DTR and payouts | Accounting |
| Statements | Accounting |
Who can see each report depends on your permissions. If you need one you cannot see, your dealership’s account administrator can contact DealerWorks Support and ask for it to be added.
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