Job Aid - Financial Reports
JOB AID – FINANCIAL REPORTS
This job aid provides a reference guide on:
- How to access and run key reports within DealerVu;
- Basic information around why and when to run these reports.
This guide does not include information on how to analyze reports.
Please contact support@dealervu.com should you have any questions.
Income Statement
When to use: As needed / Month End
Purpose
- Determine profitability and margins for the entire company;
- Determine profitability and margins for individual departments.
Steps
- From the DealerVu main screen, click on My Reports > Accounting Reports > General Ledger Reports > Income Statement;
- Make the selections based on what you wish to see on the report, then click on the
button to generate the report, for example Include Last Year, run report for a specific Department, etc.
- You can print this report by clicking on the Print icon
or export to Excel by clicking on the Export icon
or export as a PDF by clicking on the PDF icon
.
Balance Sheet
When to use: As needed / Month End
Purpose
- Analyse the dealership’s financial position for a specified period of time;
- To confirm the Balance Sheet is in balance.
Steps
- From the DealerVu main screen, click on My Reports > Accounting Reports > General Ledger Reports > Balance Sheet;
- Make the selections based on what you wish to see on the report, then click on the
button to generate the report.
- You can print this report by clicking on the Print icon
or export to Excel by clicking on the Export icon
or export as a PDF by clicking on the PDF icon
.
Trial Balance
When to use: As needed / Month End
Purpose
- Confirm that the General Ledger Accounts are in balance;
- Use the detailed Trial Balance to reviewing any anomalies in GL accounts at Months End.
Steps
- From the DealerVu main screen, click on My Reports > Accounting Reports > General Ledger Reports > Trial Balance;
- Make the selections based on what you wish to see on the report, then click on the
button to generate the report. For example – for a detailed trial balance, uncheck the “Summary Only” checkbox.

- You can print this report by clicking on the Print icon
or export to Excel by clicking on the Export icon
or export as a PDF by clicking on the PDF icon
.
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