# Carpay Reports Learn how to use Carpay's built-in reports to view customer contact information, see who has payments due today or yesterday, and track Smart Auto-Pay scheduled payments. May 12, 2026 ## Overview Carpay provides several built-in reports to help you track customer contact information, payments due today and yesterday, and Smart Auto-Pay enrollment. Each report is accessible from the **Reports** menu in your Carpay navigation panel. This article covers the following reports: - **Current Contact Information** - **Due Today and Due Yesterday** - **Smart Auto-Pay** Every report can be exported using the **CSV** or **PDF** buttons above the table, and most include a search box to quickly find a specific customer. --- ## Current Contact Information Report The **Current Contact Information** report gives you a side-by-side view of every phone number and email address Carpay has on file for each customer — including the contact info pulled from your DMS and the contact info added by the customer or dealer inside Carpay. ### What This Report Shows Each row represents one customer. The columns include: - **Customer** – the customer’s name - **Email in Carpay (Customer)** – email the customer entered when they registered for Carpay. Customers cannot add or update contact information unless they have registered their account. - **Email in Carpay (Dealer)** – email a dealership user added in Carpay - **Email in DMS** – email imported from your DMS - **Phone # in Carpay (Customer)** – phone number the customer entered when they registered for Carpay. - **Phone # in Carpay (Dealer)** – phone number a dealership user added in Carpay - **Cell # in DMS** – cell number imported from your DMS - **Home # in DMS** – home number imported from your DMS *Customers cannot add or update contact information unless they have registered their account.* **Tip:** Use the Columns button above the table to customize which columns are visible. This is helpful when you only want to focus on emails or phone numbers at a time. --- ## Due Today and Due Yesterday Reports The **Due Today** and **Due Yesterday** reports live on the same page and use the same columns. Use the toggle buttons in the upper-right corner of the report to switch between the two views: - **Due Today** – lists every customer who has a payment scheduled for today. - **Due Yesterday** – lists every customer who had a payment scheduled for the previous day. Both views show the complete list of due customers regardless of whether they’ve already paid, so you can see the full day’s activity at a glance. ### Due Today View ### Due Yesterday View **Note:** Neither report removes customers from the list once they’ve paid. To check whether a customer has made their payment, open their account and review their Payment History. ### What These Reports Show Each row represents one customer with a payment due. The columns are the same on both views: - **Name** – the customer’s name (click to open their account) - **Account #** – the customer’s account number - **Auto-Pay Enabled** – a green dot if AutoPay is on, red if it’s off - **Text Sent** – a green dot if a payment reminder text has been sent, red if it has not - **Email Sent** – a green dot if a payment reminder email has been sent, red if it has not - **Dealer Saved Payment Method** – a green dot if a payment method is saved by the dealer, red if not - **Last Login Date** – the last time the customer logged into Carpay (or “Never” if they have never logged in) - **Phone #** – the customer’s primary phone number - **Email** – the customer’s primary email address - **Actions** – a dropdown for quick actions on that customer --- ## Smart Auto-Pay Report The **Smart Auto-Pay** report shows every customer who has a **custom billing schedule** set up. By default the report displays today’s scheduled Smart Auto-Pay payments, but you can use the date search to look at any time frame you’d like. ### What This Report Shows Each row represents a customer enrolled in Smart Auto-Pay with a scheduled payment in the selected date range: - **Name** – the customer’s name (click to open their account) - **Account #** – the customer’s account number - **Last Approved Payment** – the date of the customer’s most recent approved payment - **Scheduled Date** – the upcoming Smart Auto-Pay date - **Amount** – the dollar amount scheduled for that date - **Edit** – pencil icon to modify the customer’s Smart Auto-Pay setup - **Delete** – trash icon to remove the scheduled Smart Auto-Pay - **Actions** – a dropdown for additional quick actions ### Searching by Date At the top of the report you’ll see two date fields and a Search button: - Click the calendar icon or the first date field and choose your **start date**. - Click the second date field and choose your **end date**. - Click **Search** to refresh the list with all Smart Auto-Pay customers scheduled within that range. **Tip:** To check the full week ahead, set the start date to today and the end date to seven days out. To audit a past month, set the date range to the first and last day of that month. --- ## Tips That Apply to All Reports - **Exporting:** Every report can be downloaded as a CSV or PDF using the buttons above the table. - **Search:** Use the search box in the upper-right corner of each report to filter by customer name, account number, or other visible values. - **Records per page:** Use the dropdown above each table to adjust how many records appear at once. - **Sorting:** Click any column header with an arrow icon to sort the report by that column. - **Click a customer name:** Customer names are clickable and will open that customer’s full account page in Carpay. --- ## Need Help? If a report is missing data, showing unexpected results, or you have questions about which report to use for a specific task, please reach out to Carpay Support.