Vehicle Expense Report

The Vehicle Expense Report displays the vehicle history for one customer, active customers, or all customers for the specified date range. It can be printed from either the Report List or the Vehicle tab on the Customer Maintenance screen.

To generate a Vehicle Expense Report

1. Do one of the following to launch the report:

Select Reports from the Customers menu. When the Report List appears, make sure the Customer tab is selected. Then select Vehicle Expense Report and click Launch.
On the Customer Maintenance screen, click the Vehicle tab. Then select a vehicle and click Expense.

The Vehicle Expense Report Options screen appears.

2. Select the starting and ending dates for the report’s date range.

3. Define whether to generate a report for one customer or all customers.

For one customer, click Customer and look up the customer. For more information, see Looking Up a Customer.

Note: The customer’s name is already entered when printing the report from the Customer Maintenance screen.

For all customers, leave the Customer field blank.

4. Define whether to generate a report for one vehicle or all vehicles:

For one vehicle, click Vehicle and select a vehicle from the list that appears.

Note: The vehicle is already entered when printing the report from the Customer Maintenance screen.

For all vehicles, leave the Vehicle field blank.

5. Select one of the following methods for organizing items on the report:

Category
Group
Invoice

6. To exclude inactive vehicles from the report, select the Active Only check box.

7. To include invoice information, make sure Show Detail is selected. To only display totals, clear the check box.

8. Click Print. The Report Window opens and displays the report.

9. Print the report and close the Report Window.