D2D Express: Running Reports

KB Article #8710

Reporting in D2D Express can be customized to analyze your performance and identify areas for increased utilization. Reports can also be exported or printed if needed.

Note: The Reports feature will launch on 11/13/2025.

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Running the Missed Opportunities Report

The Missed Opportunities Report provides actionable insights into the sales opportunities missed in D2D Express at your location.

To run the Missed Opportunities Report:

1. From the D2D Express Overview Page, click Reports in the navigation menu.
   
2. The Missed Opportunities Report Criteria options will display. Enter the report parameters as needed:
   1. Choose a Report Type. The options are:
      • Summary - Displays the total values for each column within the selected date range, grouped by OEM.
        
      • By Day - includes the data in the Summary Report, but breaks the totals down by individual day to show the outcomes for each date on which opportunities were received.
        

      • By Part Number - Displays all unique part numbers received during the selected date range, along with their corresponding total values.
        

        Note: If you would like more information about the data in each report, you can see the Missed Opportunity Report Types section below.

   2. Click the calendar icons () to select a start and end date for the report in the Date Range section.
      
      • The selected range must be 31 days or fewer.
      • Data is available for the past 12 months, starting one day before the current date.
   3. If more than one OEM is associated with your account, the report defaults to include All. If needed, choose an OEM from the OEM drop-down menu.
      
   4. Once the report is generated, you can Export or Print it.
      

Missed Opportunity Report Types

There are three different types of Missed Opportunity reports:

• Summary Report
• Report by Day
• Report by Part Number 

Summary Report

The Summary Report includes the following information:

Column Name	Description
Date	The selected date range for which the data in that record references.
OEM	OEM name for the data in that record.
Express Opportunities Received	Total Number of opportunities that were sent to the dealer for the specified OEM on the displayed date.
Fillable Orders	Number of Express opportunities that could have been fulfilled by the dealer, based on their available inventory at the time the offer was received. This calculation helps identify realistic fulfillment potential by filtering out inflated opportunity counts and focusing on what the dealer was actually capable of delivering.
Shipping Confirmed	Total number of orders that were in Ship Confirmed status on the specified date.
Fill Rate	Percentage of fillable orders that were in Ship Confirmed status. For example, a dealer with 5 fillable orders and 5 Ship Confirmed orders will show a Fill Rate of 100%.
Cost- Shipped Orders	Sum of the dealer cost for all parts that were Shipped Confirmed during the specified date.  The Dealer Cost that is used comes from the OEM provided Parts Master on record with OEC at the time of offer generation.
Canceled Orders	Total number of offers that were either canceled by the dealer or Auto Canceled during the End of Day process on the specified date
Declined Orders	Total number of orders that were sent to the dealer and then declined on the specified date. Only orders that were actually sent to the dealer will be included. Selecting Auto Decline will not cause this number to be inflated
Missed Orders  (Claimed)	Total number of orders that were sent to the dealer on the specified date and were missed due to another dealer claiming them first.
Missed Orders  (Time Expired)	Total number of orders that were sent to the dealer on the specified date and were missed due to their shopping window closing before they were committed to.
Missed Orders  (Total)	Sum of the previous two columns: Missed Orders (Claimed) and Missed Orders (Time Expired).
Cost- Missed/Declined Fillable Orders	Sum of the Dealer Cost for all parts on Fillable Orders that were not fulfilled due to being missed or declined on the specified date.

Report by Day

The Report by Day includes the following information:

Column Name	Description
Date	Day of the selected date range for which the data in that record references.
OEM	OEM name for the data in that record.
Express Opportunities Received	Total Number of opportunities that were sent to the dealer for the specified OEM on the displayed date.
Fillable Orders	Number of Express opportunities that could have been fulfilled by the dealer, based on their available inventory at the time the offer was received. This calculation helps identify realistic fulfillment potential by filtering out inflated opportunity counts and focusing on what the dealer was actually capable of delivering.
Shipping Confirmed	Total number of orders that were in Ship Confirmed status on the specified date.
Fill Rate	Percentage of fillable orders that were in Ship Confirmed status. For example, a dealer with 5 fillable orders and 5 Ship Confirmed orders will show a Fill Rate of 100%.
Cost- Shipped Orders	Sum of the dealer cost for all parts that were Shipped Confirmed during the specified date.  The Dealer Cost that is used comes from the OEM provided Parts Master on record with OEC at the time of offer generation.
Canceled Orders	Total number of offers that were either canceled by the dealer or Auto Canceled during the End of Day process on the specified date
Declined Orders	Total number of orders that were sent to the dealer and then declined on the specified date. Only orders that were actually sent to the dealer will be included. Selecting Auto Decline will not cause this number to be inflated
Missed Orders  (Claimed)	Total number of orders that were sent to the dealer on the specified date and were missed due to another dealer claiming them first.
Missed Orders  (Time Expired)	Total number of orders that were sent to the dealer on the specified date and were missed due to their shopping window closing before they were committed to.
Missed Orders  (Total)	Sum of the previous two columns: Missed Orders (Claimed) and Missed Orders (Time Expired).
Cost- Missed/Declined Fillable Orders	Sum of the Dealer Cost for all parts on Fillable Orders that were not fulfilled due to being missed or declined on the specified date.

Report by Part Number

The Report by Part Number includes the following information:

Column Name	Description
Part Number	All Part Numbers for which opportunities were received during the selected Date Range.
OEM	OEM name for the data in that record.
Express Opportunities Received	Total Number of opportunities that were sent to the dealer for the specified Part Number during the selected Date Range.
Fillable Orders	Number of Express opportunities that could have been fulfilled by the dealer, based on their available inventory at the time the offer was received. This calculation helps identify realistic fulfillment potential by filtering out inflated opportunity counts and focusing on what the dealer was actually capable of delivering.
Shipping Confirmed	Total number of orders that were Ship Confirmed in D2D Express for the specified Part Number during the selected Date Range.
Fill Rate	Percentage of fillable orders that were in Ship Confirmed status. For example, a dealer with 5 fillable orders and 5 Ship Confirmed orders will show a Fill Rate of 100%.
Part Cost	Cost of the part for the Dealer based on the value shown for the most recent offer for that part in the selected Date Range.  The Dealer Cost that is used comes from the OEM provided Parts Master on record with OEC at the time of offer generation.
Canceled Orders	Total number of offers that were either Canceled by the dealer or Auto Canceled during the End of Day process for the specified Part Number during the selected Date Range.
Declined Orders	Total number of orders that were sent to the dealer and then declined during the specified date range. Only orders that were actually sent to the dealer will be included. Selecting Auto Decline will not cause this number to be inflated.
Missed Orders  (Claimed)	Total number of orders that were sent to the dealer for the specified Part Number during the selected Date Range, and were missed due to another dealer claiming them first.
Missed Orders  (Time Expired)	Total number of orders that were sent to the dealer for the specified Part Number during the selected Date Range, and were missed due to their shopping window closing before they were Committed.
Missed Orders  (Total)	Sum of the previous two columns: Missed Orders (Claimed) and Missed Orders (Time Expired).
Last Received Date	Date that is shown on your inventory file that the specified part was last received on.  If this value is not provided for the part, the field will be left blank.
Days Since Last Received	Count of how many days have passed since the specified part was last received based on the value in the previous column.