How to run a Financial analysis with DealerTrack DMS

Bart Jensen
The Financial Analysis tool is a powerful reporting feature that allows you to build customized reports on any combination of general ledger accounts. Use this tool to help build your budgets, forecast expenses, analyze trends, and much, much more. With Financial Analysis reports, you can display up to 16 columns of customized information and print up to 12 columns. You can drill down to any dollar amount in the analysis, either to the GL journal or the source document. Other Dealer Management Software companies, including ADP and Reynolds and Reynolds, do not have this feature, making it unique to the DealerTrack Dealer Management System. You can also set up forecasts to see if you are meeting their goals throughout the month. Some owners may be interested in trended expense reports to monitor their expenses. The Financial Analysis screen can be reached from the General Ledger application menu. User Guide After selecting “financial Analysis” from the General Ledger application menu, the screen that displays lists all Financial Analysis reports that have been created and saved. The following Options and Functions are available from this screen: Line options that are available from the Financial Analysis Report List Screen Are: * 1=Work With – Use this option to build or modify a report. * 2=Edit – Displays the Financial Analysis Report Definition Screen. Make changes to the Report Title and report lines from this screen. * 5=Display – Displays the report. * 6=Print – Prints the report selected. When this option is used, the Financial Analysis View Selection Screen will display. * 8=Forecast – Allows different forecast amounts/units to be entered for any G/L line in the report. * 9=Print Exception- Lists accounts not routed in a doc according to selected type and department, and lists accounts routed more than once in a doc. This can be used for troubleshooting purposes. * 10=Security – Add display/change security to different users. Use this option to display the Financial Analysis Report Security Window for the selected report. * OK – Confirms selection of the indicated option * Exit – Returns to the General Ledger application menu * Add – Displays the new report definition window, for building a new report. Previously built reports will display on the Financial Analysis list screen.

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