Editing Revenue Management Report

'''Location'''

REPORTS > Management Reports > Revenue


'''Purpose'''

The Revenue Management Reports list the revenue by local company, renters, or rate code based on a variety of selection criteria. You can even choose which items are to appear in each column.  Use this report to see accrued income, including that from rollover contracts.


'''Options'''

:Region/District/City

:Locations - If more than one location is selected, click on the radio button to indicate if each location's data is to be printed separately or combined with all of the others.

:Product

:Date Range - The Report Date field is used for this selection criteria.

:Calculate Averages with - Click on the radio button to choose Charged Days, Actual Days, or Days Printed on the Report (i.e., the date range entered above).

:Currency - Use the pull-down menu to select the Currency.

:Class 

:Choose Columns to Print – Clicking this button allows you to select charges and numerous other parameters (such as Charged Days, Miles/RA, and Trx Time) to appear on the report in their own column. You can also include or exclude accrued contracts from the report.  This is useful for rollovers.

:Sort By – Records can be sorted by company, renter, rate, class or unit number.

:New Page per… – If this box is checked, a page break will be added between each record (selected in Sort By).

:Print Penetration % – If this box is checked, penetration percentages for each charge will be printed. Penetration is the percentage of contracts in the report that contain the given charge. For example, if the report includes 100 contracts and CDW is chosen to print and is on five contracts, the "Penetration %" will display as 5% at the end of the report.

:Incl Gas & Taxes in Yields/Totals – If this box is checked, the calculations for yield and total revenue will add in fuel and tax charges.

:Incl Net T&M in Yields/Totals – If this box is checked, the calculations for yield and total revenue will add in Time & Mileage and discount charges.

:Summary Only – If this box is checked, contract details will not be printed on the report.

 
'''Data Selection'''

Closed contracts are selected by the following rules:
:*	The contract’s report date is within the report’s date range.
:*	The contract’s report location is selected in the reporting lists.
:*	The contract’s rental type matches the selection in the "Choose Columns" window (if applicable.)
:*	The contract’s product is selected in the Product list.
:*	The contract’s class is selected in the Class list.


If accruals are included, open contracts are selected by the following rules:
:*	The contract’s date out is before the report’s ending date.
:*	The contract’s location out is selected in the reporting lists.
:*	The contract’s rental type matches the selection in the "Choose Columns" window (if applicable.)
:*	The contract’s product is selected in the Product list.
:*	The contract’s class is selected in the Class list.
:*	If the contract was closed after the report’s ending date, it is included.


Miscellaneous charges are selected by the following rules:
:*	The charge’s report date is within the report’s date range.
:*	The charge’s report location is selected in the reporting lists.
:*	The charge is not included in the T&M charges.
[[Category:Bluebird]]