Tool#333 Dealer Trial Balance / Reserve Calc. Rpt. can be used to run a report showing dealer names and all member accounts attached to each dealer. The report can also calculate the total reserve amount for each loan, by multiplying the loan disbursement amount by the reserve percentage configured for each individual dealer. When ready, use Enter to produce the report.
Please also review the Online Help for this tool in case you have further questions regarding setting parameters for this tool.
To view delinquency data by dealer, use Tool #229 Collections Dashboard/Summary and select Dealer. You can use Export to export a file with the dashboard data to QUERYxx (where xx is your CUID).
You can review and analyze this report to determine if any adjustments need to be made regarding dealerships. For example, you may consider adjusting reserves or processing fees if you noticed higher delinquency from a particular dealership, or maybe you want to do more or less business with a particular dealership. The report results and your analysis will determine your next step.