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Customer Sales Report

Reference Number: AA-00671 Views: 6157 Created: 2011-12-14 14:25 Last Updated: 2012-01-06 10:03 0 Rating/ Voters

In This Section

Customer Sales Report

To Generate a Customer Sales Report

To Print a Customer Sales Report

To Export a Customer Sales Report to Excel

To View a Customer Record from the Customer Sales Report

To Email the Customer from the Customer Sales Report

Summary


Customer Sales Report

 

The Customer Sales Report is used to help operators identify regular customers based on number of hires. This allows them to produce lists of their 'best' customers.

 

The lists or extracts are commonly used to prepare mail merges for email marketing purposes.


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To Generate a Customer Sales Report

 

1. On the Reports menu, click the Other Reports tab.

 

2. Click Customer Sales Report (see Fig. 342).

 

Fig. 342. Click Customer Sales Report

 

3. On the Customer Sales Report Page (see Fig. 343):

 

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. If you have set up brands previously, customers of all your brands will appear in the report, by default. You may select another brand. If you have not set up brands, you may leave the value as-is. The report will then disregard brands when run.

 

C. By default, pickup date range is set to the current system date. You may change the date range, if needed.

 

D. By default, the report is set to include customers with more than two (2) hires. You may change this to one (1) or to three (3) or more.

 

E. By default, the report will be ordered by number of hires, in which case the report will show customers with the highest number of hires first. You may change this to sales, in which case the report will show the highest-paying customers first. 

 

Fig. 343. The Customer Sales Reports Page

 

4. Click View to generate a report ordered depending on your choice in Step E (see Fig. 344).

 

Fig. 344. The Customer Sales Report

 

Once you generate the report, you can print it and export it to Excel. You can also view the customer's details and send an email from the results page.

 

NOTE: Table 72 shows descriptions of each column found on the Customer Sales Report.


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To Print a Customer Sales Report

 

1. Generate a customer sales report (see To Generate a Customer Sales Report).

 

2. After generating the report, click Print to display a printer-friendly version of the report in a separate browser window (see Fig. 345).

 

Fig. 345. A Printer-Friendly Customer Sales Report

 

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


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To Export a Customer Sales Report to Excel

 

1. Generate a customer sales report (see To Generate a Customer Sales Report).

 

2. After generating the report, click Excel.

 

3. You will be asked to either open or save the Excel file (see Fig. 346). To open the file in MS Excel, click Open. To save the file to your local drive, click Save.

 

Fig. 346. 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. 347 shows a sample customer sales report exported to Excel.

 

Fig. 347. A Customer Sales Report Exported to Excel

 

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To View a Customer Record from the Customer Sales Report

 

Click the customer name (highlighted in red) to view the customer record.


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To Email the Customer from the Customer Sales Report

 

Click the customer's email address (highlighted in red) to open your default email program, e.g. Outlook, Thunderbird, Opera. You can then email the customer.


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Table 72. The Customer Sales Report Column Descriptions


Column Name

Description

#

Record number

Company

The name of the company the customer is affiliated with

Customer Name

The customer's full name

Membership #

The customer's membership number, if any

No. of Hires

The number of times the customer has booked a vehicle

No. of Days

The accumulated number of days for the customer's bookings

Sales

The amount paid by the customer for the bookings


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Summary


This article details the Customer Sales Report tab, where a report is generated to help operators identify regular customers based on number of hires. The Customer Sales Report screen allows you to view, print, or export to excel the Customer Sales Report.


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