Report for how many customers have sent Credit Apps back to the store
B
Ben Lombardi
Request from Ilse Casas:
Report that lists me all the customers that have provided a credit app via drive centric
Shelby Parker
Hi Ben Lombardi — thanks for the request here! To make sure we build the right report, can I confirm a few details: should it include all customers across the dealership, or only those tied to a specific store/rooftop, team, or user? In your DriveCentric workflow, what exactly qualifies as a customer “providing a credit app” (submitted the application, started but didn’t submit, or sent it back after it was requested)? And what date range do you want the report to cover (last 30 days, month-to-date, or a custom range)?