How to Locate Unfinished Wholesale Reports

If you're looking for unfinished wholesale reports within your system, follow these steps to efficiently find what you need.

Step 1: Access the Desking Tab

The first step is to navigate to the desking tab in your system. This section is specifically designed for managing and reviewing reports related to wholesaling activities.

Step 2: Utilize Filtering Options

Once you're in the desking tab, look for options that allow you to filter or search for reports. These features are crucial as they help narrow down your results based on specific criteria.

• Search Bar: Use this feature by entering keywords related to the report you’re trying to locate.
• Date Filters: If applicable, use date filters to limit results within a certain timeframe when reports were created or modified.
• Status Indicators: Check if there are any indicators showing which reports are incomplete or still in progress.

Step 3: Verify Report Creation and Saving Status

If a report does not appear in your list of available documents, it may be due to one of two reasons:

• The report was never created. Ensure that all necessary data was entered before attempting creation.
• The report was created but not saved properly. Double-check whether it has been saved correctly after completion.

Troubleshooting Tips

If you've followed the above steps and still cannot find the desired report:

• Please check other sections: Sometimes, unfinished reports might be stored under different categories or tabs within your system.
• User Permissions: Ensure that you have adequate permissions set up in your account; sometimes access restrictions can prevent visibility of certain files.

Your Support Resource

If further assistance is needed regarding wholesaling car company wholesale report sales or navigating through systems effectively, feel free to reach out for support. We’re here to help!