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1. Operator Entry Report

Reference Number: AA-00608 Views: 4759 Created: 2011-12-07 17:48 Last Updated: 2018-02-13 14:08 0 Rating/ Voters

Purpose  

The Operator Entry Report displays bookings made by each operator. This report is useful for tracking an operator’s bookings and may contribute to tracking KPI’s and individual sales targets. The report includes the total rental value and any balance due.

Accessing the Report 

Reports > Daily Activity reports > Operator Entry Report  


Parameters 

Pickup Location

Can be run for ‘All Locations’ or a selected location.

Region

Report can be run by Region if required

Operator

Select ‘All Operators’ or an individual operator

Booking Date

Booking date range for the report

Example

The report will show all bookings (allocated and unallocated) that have been entered by the Operator for the period. 


Fields

Res #

The booking number – click on the Red booking number to view the booking summary

Update

Click on the ‘Update’ button to open and edit the booking

Category

The vehicle category associated with the booking

Vehicle

The assigned vehicle

Pickup

The pickup location for the booking

Drop Off

The dropoff location for the booking

Customer

Customer name

Company

The company the customer is associated with if applicable

Date Entered

The date the booking was entered into RCM

Entered/Converted

Name of the operator who entered the booking or converted the quote

Quote Entered

The name of the operator who created the quote

Rental Value

The total value of the booking

Balance Due

The balance owing on the booking

Source

The rental source of the booking

Agency

The agency associated with the booking if applicable

Points to Note

The report includes allocated and unallocated bookings but does not include cancelled or maintenance bookings.

The date range for the report is based on the date the booking was made, not the pickup date.

Printing/Exporting

Click here for details on how to print or export a report from RCM.

Relevant Links