Editing Daily Transaction Report

'''Location'''

REPORTS > Management Reports > Sales & Marketing


'''Purpose'''

The Daily Transaction Report tracks each employee’s contracts along with upsells, discounts and coverage sales.


'''Options'''

:Rental Days – Use the number of days charged on the T&M rate or the actual number of days the vehicle was on rent.

:VIP Rentals – Choose to include, exclude, or show only VIP rentals in the report. A VIP rental is a contract with a renter that has a VIP number.

:Charges – Select the charges to appear on the report’s "Other" column by moving them from the left list over to the right list. Use the add/remove buttons or double-click on a charge. You can select up to seven charges to be included.

:Summary Only – If this box is checked, the report will only show total lines without contract details.


'''Buttons'''

Add – Moves a charge from the left list to the right list. The charge will be included in the report.

Delete – Moves a charge from the right list to the left list. The charge will not be included in the report.


'''Data Selection'''

Contracts are selected by the following rules:

:* The contract is not pending.

:* The contract’s date out is within the report’s date range.

:* The contract’s location out is selected in the reporting list boxes.

:* The contract’s renting employee is within the report’s employee range.

:* The contract’s product is selected in the Product list.

:* The contract’s renter has a VIP number, and the "VIP Rentals" option is not set to exclude VIP rentals.
[[Category:Bluebird]]