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Sales By Agent Report

Reference Number: AA-00658 Views: 6123 Created: 2011-12-13 12:58 Last Updated: 2012-01-05 16:10 0 Rating/ Voters

In This Section

Sales By Agent Report

To Generate a Sales by Agent Report

To Print a Sales by Agent Report

To Export a Sales by Agent Report to Excel

Summary


Sales By Agent Report

 

The Sales by Agent Report displays sales figures by Agent over a selected date range.


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To Generate a Sales by Agent Report

 

1. On the Reports menu, click the Hireage and Sales Reports tab.

 

2. Click Sales by Agent Report (see Fig. 278).

 

Fig. 278. Click Sales by Agent Report

 

3. On the Sales by Agent Report Page (see Fig. 279):

 

A. Select either a location or region. By default, location is set to your default location. When generating a report, if you have selected a region, Rental Car Manager will disregard the location.

 

B. By default, the report will display rentals in all vehicle categories. You may select a specific vehicle category, if needed.

 

C. By default, booking status is set to Hired (include Returned). This means that all reservations with status = Hired and status = Returned will be included in the report. You may change the booking status, if needed.

 

D. Pickup date range is set to the current system date. You may change the date range, if needed.

 

Fig. 279. The Sales by Agent Report Page

 

4. Click View to generate a report ordered by agent (see Fig. 280).

 

Fig. 280. The Sales by Agent Report

 

NOTE: For more details on vehicle categories, see the Vehicle Maintenance User Manual.

 

Once you generate the report, you can print it and export it to Excel. You can also drill down into the details of the bookings for that vehicle category.

 

NOTE: Table 61 shows descriptions of each column found on the Sales by Agent Report.


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To Print a Sales by Agent Report

 

1. Generate a Sales by Agent report (see To Generate a Sales by Agent Report).

 

2. After generating the report, click Print to display a printer-friendly version of the report in a separate browser window (see Fig. 281).

 

Fig. 281. A Printer-Friendly Sales by Agent Report

 

3. Print the report using your browser's Print feature.


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To Export a Sales by Agent Report to Excel

 

1. Generate a Sales by Agent report (see To Generate a Sales by Agent Report).

 

2. After generating the report, click Excel.

 

3. You will be asked to either open or save the Excel file (see Fig. 282). To open the file in MS Excel, click Open. To save the file to your local drive, click Save.

 

Fig. 282. Click Either Open or Save

 

4. If you choose to open the file in Excel in Step 3, you can save the file by using Excel's Save As feature. If you choose to save the file to your local drive, navigate to the location on your local drive where you save the file and click the file to open it in Excel. Fig. 283 shows a sample Sales by Agent report exported to Excel.

 

Fig. 283. A Sales by Agent Report Exported to Excel

 

NOTE: Depending on the browser you are using to access Rental Car Manager, you may be prevented from opening an Excel file from the Internet on your computer. To resolve this problem, see the FAQ section on the Rental Car Manager Help Center.

 

 

Table 61. The Sales by Agent Report Columns


Column Name

Description

Agency

The agency's name

Branch

The agency's branch name, if applicable

No. of Contracts

The total number of contracts by country

No. of Contracts %

No. of Contracts per country / Total No. of Contracts

Rental Revenue

No. of Days Hired x Daily Rate

Extra Revenue

Total of all extra fees charged, excluding Recovered Expenses and Bond Fees

Total Revenue

Rental Revenue + Extra Revenue

Revenue %

The total percentage of revenues generated per country


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Summary


This article details the Sales By Agent Report tab, where a report that displays sales figures by Agent over a selected date range is generated. The Sales By Agent Report screen allows you to view, print, or export to excel the Sales By Agent Report.


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