Overview

This tutorial is for CareGARDWarranty.com (CGW) administrators only. Using this tutorial, administrators will learn how to run the Prepaid Credit Card report.

CGW allows you to run these reports: 

• Sales: Run detailed contract sales reports based on a number of search factors, such as date range, product, dealer, producer, and so on.
• F&I Performance: Run F&I performance reports based on a number of search factors, such as dealer status, vehicle type, deal type, and several timeframe options.
• Claims: Run detailed claims reports based on a number of search factors, such as dealer group, dealer, service adviser, and claims. When customers purchase prepaid maintenance contracts from a third-party administrator as part of the vehicle purchase price and file claims against those contracts, you (the dealer) use CGW to submit those claims to the third-party administrator and close them when they are finalized and paid.
• Prepaid Credit Card: Run reports to reconcile monthly CGW credit card statements against the actual number of claims in CGW. A dealership cashier receives a payment slip from the service adviser and runs the payment amount against the CGW credit card. This report displays every maintenance contract in the CGW.
• Reserve: Run reports to show the reserve amount that must be kept on hand while the contract is in force for insurance and administrative related fees.

In this tutorial, you will learn how to run a Prepaid Credit Card report. 

Running Prepaid Credit Card Reports

You can use CareGARDWarranty.com (CGW) to run reports to reconcile monthly CGW credit card statements against the actual number of claims in CGW. A dealership casher receives a payment slip from the service adviser and runs the payment amount against the CGW credit card. This report displays every maintenance contract in the CGW.

1. Select Reports > Prepaid Credit Card from the left navigation menu.

Prepaid Credit Card Report

2. In the Prepaid Credit Card Report dialog, you will enter data to produce a customized prepaid credit card report:

Item	Description
Dealer Group	Select the dealer group. A dealer group is a conglomerate of more than one car dealership.
Dealer	Select the car dealership within the dealer group.
Start Date	Enter a start date. CGW will use this date range to generate the prepaid credit card report.
End Date	Enter an end date. CGW will use this date range to generate the prepaid credit card report.
Report Format	Select the report format: · Grid: Produces a spreadsheet report at the bottom of the dialog. · Excel: Produces a Microsoft® Excel report that you can print. · PDF: Produces a PDF report that you can print.
Run Report	Click this button to execute the report.

Prepaid Credit Card Report Dialog

3. CGW generates the report. In this example, we chose a grid report: 

Prepaid Credit Card Report Results