Editing Source of Business Vehicle Summary Report

'''Location'''

REPORTS > Management Reports


'''Purpose'''

The Source of Business Vehicle Summary Report provides a listing all rental activity for each vehicle class by source code. Use this report to see the volume of business generated for each vehicle class by each source of business.


'''Options'''

:Select By – Contracts can be selected be either their date out or by their report date.

:Report Type – The report can show contract details or just grand totals for each source.

:Page Break for each Source – If this box is checked, each source will be printed on a new page.

:Page Break for each Referral – If this box is checked, each referral will be printed on a new page.

:Print Address for each Referral – If this box is checked, referrals will have their address printed next to their name.

:Print extra penetration line (% of All) – If this box is checked, the penetration percentages will be shown for this class, compared to all classes.


'''Data Selection'''

Contracts are selected by the following rules:

:* The contract is not void.

:* If the Select By option is set to "DBR Date", the contract must be closed and the contract’s report date must be in the report’s date range.

:* If the Select By option is set to "Date Out", the contract’s date out must be in the report’s date range.

:* If the Select By option is set to "Date In", the contract’s report date must be in the report’s date range.

:* The contract’s source of business is in the report’s source range.

:* The contract’s referral is in the report’s referral range.

:* The contract’s agent is in the report’s agent range.
[[Category:Bluebird]]