Fund Reports are downloadable exports that help assess how funds are allocated, used, and managed across dealerships.

These reports support finance tracking, claim management, pre-approval workflows, and audit transparency. The same report types are available from both the Dashboard and fund-specific Stats tabs.

Use the:

Each report provides structured data aligned with specific operational needs:

Captures how funds are distributed to each dealership. Includes initial allocations, manual adjustments, and breakdowns by allocation period.

Utility: Used by program managers to monitor fund disbursement, identify gaps, or reconcile dealership budgets.

Summarises how much of the allocated funds have been used and how much remains. Broken down by dealership and initiative.

Utility: Helps track fund consumption and prevent underspend or overspend scenarios.

Lists every claim submitted across one or multiple periods. Includes filters for status, initiative, claim date, and dealership.

Utility: Useful for claim auditors or finance reviewers to check pending and approved items, or assess common claim issues.

Displays all submitted pre-approvals by initiative, status, and submission date. Matches claims to their pre-approvals where applicable.

Utility: Enables monitoring of planned marketing activities before costs are incurred, supporting risk reduction and proactive fund use.

Lists all claims that are approved and pending payment. Often integrated with financial systems.

Utility: Supports financial processing workflows by surfacing payment-ready claims for bulk export or ledger integration.

Filtering varies by access point: