In This Section
The Birthday Report
The Birthday Report allows you to extract
customer records that have birthdays between selected months.
This report may be printed or sent to
Excel. The report is normally used to extract a list of customers with upcoming
birthdays so discount offers can be sent for the customer's next hire. The list
can then be imported into a mail merge program (like MS Word) on your PC,
allowing you to email the required customers and offers.
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To Generate a Birthday
Report
1. On the Reports menu, click the Other
Reports tab.
2. Click Birthday Report (see Fig. 336).
Fig. 336. Click Birthday
Report
3. On the Birthday Report Page (see
Fig. 337):
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, pickup date range is set to
the current system date. You may change the date range, if needed.
C. By default, the report is set to
include customers from all countries. You may select a specific country, if
needed.
D. By default, the report is set to
generate customer birthdays for the current month. You may select another range
of months, if needed.
E. By default, the report is set to
generate birthdays of customers on the mailing list. You may change this to
either all customers or your membership customers only.
Fig. 337. The Birthday Reports
Page
4. Click View to generate a report ordered
chronologically by day and month, i.e., a customer born on Jan 1 is listed first
than customers born on Jan 2 onwards (see Fig. 338).
Fig. 338. The Birthday
Report
NOTE: Table 71 shows descriptions of each column found
on the Birthday Report.
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To Print a Birthday
Report
1. Generate a birthday report (see To Generate a Birthday Report).
2. After generating the report, click
Print to display a printer-friendly version of the report in a separate browser
window (see Fig. 339).
Fig. 339. A Printer-Friendly Birthday
Report
3. Print the report using your browser's
Print feature.
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To Export a Birthday Report to
Excel
1. Generate a birthday report (see To Generate a Birthday Report).
2. After generating the report, click
Excel.
3. You will be asked to either open or
save the Excel file (see Fig. 340). To open the file in MS Excel, click
Open. To save the file to your local drive, click Save.
Fig. 340. Click Either Open or
Save
4. If you choose to open the file in Excel
in Step 4, 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. 341 shows a sample birthday report exported
to Excel.
Fig. 341. A Birthday Report Exported to
Excel
Table 71. The Birthday Report
Column Descriptions
|
Column Name
|
Description
|
|
#
|
Record number
|
|
Company
|
The name of the company the customer is
affiliated with
|
|
First Name
|
The customer's first name
|
|
Last Name
|
The customer's last name
|
|
DOB
|
The customer's date of birth
|
|
Address
|
The customer's mailing address
|
|
State
|
The customer's state
|
|
Country
|
The customer's country
|
|
Email
|
The customer's email address
|
|
PickupDate
|
The pickup date of the customer's latest
transaction
|
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Summary
This article details the Birthday
Report tab, where a report is generated that extracts a list of customers with upcoming
birthdays so discount offers can be sent for the customer's next hire.
The Birthday Report screen allows you to view, print,
or export to excel the Birthday Report.
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