In This Section
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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