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Birthday Report

Reference Number: AA-00670 Views: 6247 Created: 2011-12-14 12:46 Last Updated: 2012-01-06 09:52 0 Rating/ Voters

In This Section

The Birthday Report

To Generate a Birthday Report

To Print a Birthday Report

To Export a Birthday Report to Excel

Summary


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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