Reports

There are four reports, and each one answers a different question. This article says what each is for, how to read it, and where the numbers come from — so you know which one to open and when to trust it.

Where they are

Reports in the sidebar opens the Sales Tax report. The row above the report switches between the three you will use day to day:

• Sales Tax
• Daily Collections
• Deal Jackets

The fourth, the Summary report, is not in that row. Search for “summary report” with ⌘K (Ctrl+K on Windows) to reach it.

Every report needs permission to view reports. If Reports takes you back to the dashboard, an account admin grants it under Settings → Users.

Sales Tax, Daily Collections and Deal Jackets are also part of the Accelerator plan and up. On a smaller plan the page opens but the numbers are locked, and it says so. The Summary report is not restricted.

Sales Tax — what you owe the state

This is the one you file from. It totals sales tax across the deals in your date range, split by state, county, city and special district, and lays it out in the same shape as the Florida DR-15 return — gross sales, exempt sales, the state-taxable amount, the county surtax lines, and the collection allowance.

The date basis is the decision that matters

Three buttons at the top change when a deal counts:

Basis	Counts a deal when
Date Sold	It was signed
Date Processed by DMV	You typed a Date Processed by DMV on the deal, under Dates
Payment received	Each payment lands, so a deal’s tax is recognized across the period it is actually collected

Cash, finance and buy-here-pay-here deals recognize their full tax at signing whichever basis you pick — the difference between the first two is not how much tax a deal carries, but which period it lands in.

Date Processed by DMV is a date you fill in yourself, in the deal jacket’s

Dates section. Nothing writes it for you when a registration goes through. Only deals where that date is filled in appear on this basis, so a deal still waiting on the state simply will not be there — which is why Date Sold is the safer basis to file from unless you keep that field up to date on every deal.

Leases are the exception. On a lease where the tax is capitalized, each installment carries its own slice of the tax, and only Payment received captures that. If you have leases like that, the report says so and offers to switch you — take the offer. It is the safe default for a mixed book.

Two views, two levels of detail

Table lists the deals; Report lays out the return itself. In table view, Simple and Detailed View control how much of the per-jurisdiction breakdown each row shows. Any figure with a breakdown can be hovered to see how it was arrived at.

Documentary stamp is a separate return

Doc stamp is shown alongside, but it is not part of the sales-tax totals — it is filed on its own Florida form. The report explains, per deal, whether stamp duty applies and why: a cash or wholesale sale creates no instrument of indebtedness, so none is owed.

The stale-data banner

An amber banner saying deals have out-of-date tax data means those deals were edited after their tax was last worked out, and the report is showing the old figures. Refresh tax data recalculates them in place. Some deals — a lease, or one already filed — have to be opened and refreshed from the deal itself; the banner lists which.

Do not file from a report that is showing this banner.

Daily Collections — what came in

Every payment received in your date range that belongs to a deal jacket. Use it to reconcile the drawer at close, or to see a day, a week or a month of takings.

Six totals across the top, one per method — Cash, Check, Card, ACH / Bank transfer, Money order and Other / unspecified — then a Cash drawer total for whatever is currently filtered — what you can actually go and bank. Change the filters and the total follows.

Two things are deliberately not in that total, so the rows on screen can add up to more than it does. A balance rolled in from another deal still shows as a row, but no money changed hands, so it is reported on its own line instead. And refunds are already subtracted from each row’s amount.

Filter by method, by what kind of payment it was (installment, down payment, deposit, fee), and by deal type. Each row shows the date, the customer and vehicle, the kind, the method and the amount, and opens the deal it came from.

Payments recorded against an account in Collections and Payment Schedules appear here, as do card payments taken through a payment link on a deal.

A standalone payment — one created from Payments → Payment Tracker for a service job, a parts sale or a deposit taken before there is a deal jacket — is not attached to a deal, so it does not appear on this report at all. Find those in the Payment Tracker, and remember them when you are reconciling the drawer against this page.

Deal Jackets — what you sold

Deals by sale date, with their status, the vehicle, the buyer and co-buyer, the price and your cost in the car. It answers “what did we do this month” and “what did this one make”.

The status can be changed straight from the list, and searching covers the VIN, the vehicle, the customer names, the status and the date.

Summary — the shape of the business

A single page of counts and totals rather than a list: sold, pending, leased and unsold vehicles; deals and vehicles broken down by status; and for the stock you are sitting on, the potential revenue, the holding cost and the potential profit. Below that, revenue, expenses and profit over time.

Use it for a quick read on the month. Use the other three when a number has to be right.

Choosing what a report covers

Sales Tax, Daily Collections and Deal Jackets share the same controls above them: a date range, a search box and filters. A set of filters you use often can be saved as a view and re-opened later, and your last choices are remembered between visits.

The Summary report is simpler and has none of that — a date range and nothing else.

Exporting

The ⋯ menu beside the filters has Export as PDF. It exports the rows and columns currently shown — so set the date range and the filters first, and the export matches what is on screen.

On the Sales Tax report the export is offered in Table view only. Switch to Table first; the DR-15 Report layout cannot be exported. The Summary report cannot be exported at all.

There is no spreadsheet export. The PDF is also unavailable when the report has no rows, or when the table is wider than about ten columns, because they will not fit the page.