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RO Detail Report
This report shows RO financial breakdown. The RO Detail Report can be filtered by Site, Advisor, DVI status, and Signature status. Date Date on the RO RO # Repair Order number Name Customer first name Tech Tech name Advisor Advisors name DVI DVI ...
Market Penetration Report
This report shows market penetration data and allows for customer lists to be exported to .CSV files. This is useful for providing direct mailing campaign lists. Admin Access Required This report can also be set to view by Customer or Vehicle. When ...
Advisor Sales Tracker - Report Definitions
Total = Total charged to the customer. This isn't displayed in a column but is used for various calculations. Column Name Calculation Advisor Advisor Name # of ROs Total Number of ROs Average (Avg) Quote Quoted parts + quoted labor / total ROs ...
Reports Guide
? OktoRocket Reports Overview The Reports module in OktoRocket gives you access to a powerful set of insights that span calling activity, marketing performance, repair order productivity, and advisor or tech sales. Below is a full list of the ...
OktoRocket Release Notes
OktoRocket Release Notes - December 11, 2025 Enhancements Introduced a new version of the Customer / Contact List bulk import tool to provide a much more intuitive user-friendly experience where the contents of the uploaded file are evaluated in ...