In This Guide:
Credit
Reporting - Credit Application System
About RouteOne Reporting
RouteOne generates a variety of powerful reports to assist in tracking your business and identifying opportunities to increase profits.
Once generated, reports remain accessible for 24 hours.
Dealers may view, save, and print reports in a .CSV (comma separated value) file format for use with spreadsheet programs such as Microsoft® Excel.
If your organization is associated with more than one dealership, you may contact the RouteOne Support Team at 866.768.8301 to learn how to enable free group reporting (requires Major Account/Group Participation Agreement). Group reporting combines multi-dealership data into a single report.
How To Generate Reports
Within the RouteOne system, reports can be generated through the following methods:
Option 1: Hover over the ‘Reports’ navigation tab at the top of the screen and select the desired report from the dropdown menu.
- This will automatically produce the type of report selected.
- There will be no options available for customizing the report’s parameters (e.g. timeframe, dealership, finance source).
Option 2: Click directly on the ‘Reports’ navigation tab (or select ‘Reports Menu’ from the ‘Reports’ dropdown menu):
- This will produce a popup window with a comprehensive list of reports that can be run.
- You can customize the report parameters (e.g. timeframe, dealership, finance source).
Types of Reports
Credit Bureau Volume
Displays Credit Bureau report counts and credit score metrics for credit reports pulled through RouteOne.
Segments by Credit Reporting Agency (CRA), dealer user and customer.
Available in HTML, .pdf, and Excel format.
The Summary report shows counts of credit bureaus run by dealership, broken down by the individual credit reporting agency.
The Detail report displays the dealer user name and ID, along with the customer name and date/time of the credit bureau request.
Customer Prospecting
Contains a list of lease, balloon, and retail accounts, referred to as prospects, due to mature within the next year, as provided by participating finance sources.
Dealer Participation Certification Form Usage
Contains a list of all booked / funded contracts for your dealership and whether or not those contracts have a completed Dealer Participation Certification Form (DPCF).
Organized by dealership user and includes pertinent details, such as standard and final markup rate, pre-determined allowable deviations, finance source, and more.
Decision and Funding Analysis
Shows decision time and mix, by finance source, for all decisioned credit applications submitted in RouteOne, and includes pertinent details, such as funded statuses, FICO credit scores, and more.
eContracting Performance and Opportunity
Displays the list of total booked eContracts and missed eContracting opportunities for your dealership or your dealer group.
Summary and transaction details are available for all dealership sales with a ‘booked’ or ‘funded’ status from a finance source.
You can view transaction details to identify deals that had potential eContracting opportunities but went through a paper process instead by filtering contracts in the ‘eC opportunity’ column with ‘Y,’ and ‘Contract Type’ column with ‘Paper.’
Transaction details in a report can be tailored to analyze the number of contracts generated by each user.
Finance and Insurance Log
Displays F&I profit (average per contract and per vehicle) and penetration for each F&I product.
Segmented by dealer, F&I Manager or Salesperson.
Summary and transactional detail are available for all dealership sales.
With optional DMS integration, dealers enjoy nightly automated data processing, direct from accounting on all closed/finalized deals.
Reserve
Dealer Reserve statements are available electronically (month to date) from participating finance sources you are associated with.
Displays summary and transactional detail.
TFS-LFS Reconciliation Report
Dealer Reconciliation Stand-alone report, electronically available for TFS/LFS dealers supporting this feature.
Displays summary and transactional detail.
Time Sales Analysis
Displays dealership total finance penetration and finance source mix (share) for financed contracts.
View the finance sources approving and buying your deals.
Reports can be tailored to a focused analysis of specific sales segments (New/Used, Retail/Lease).
Integration recommended to include all dealer transactions (including applications processed outside of RouteOne).
Trend Analysis
Summary-level metrics to track key finance source trends over time.
Compares booked/funded and approval ratios for each active finance source.
ROUTEONE SUPPORT
Contact
Phone: 866.768.8301
Email: r1support@routeone.com
Hours (EST)
Monday - Friday: 6:00am – Midnight
Saturday: 9am – 9pm
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