The Reports parameter as displayed below allows the user to exclude any individually desired sales ledger account(s) from the CRM Spend Analysis report.
This can be accessed by going into CRM > Dealer Parameters > Reports Tab.
Use the “Add” option at the bottom of the window to search for the sales ledger account(s) to
be excluded from the Spend Analysis report. As stated at the top of the report, any changes
applied to this parameter will update on the report after the next overnight recalculation.
When the sales ledger account to be excluded has been identified using the search facility
above, double-click on the line to add the account exclusion list. The sales ledger account is
then automatically saved in the parameters.
Once highlighted with a single click, the “Delete” option can be used to remove a sales ledger
account from the exclusion list.