https://wiki.barscloud.com/index.php?action=history&feed=atom&title=Customer%2FLocal_Company_ReportCustomer/Local Company Report - Revision history2026-04-15T10:16:36ZRevision history for this page on the wikiMediaWiki 1.39.0https://wiki.barscloud.com/index.php?title=Customer/Local_Company_Report&diff=557&oldid=prevAngela: 1 revision imported2024-09-18T11:39:24Z<p>1 revision imported</p>
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</td></tr></table>Angelahttps://wiki.barscloud.com/index.php?title=Customer/Local_Company_Report&diff=556&oldid=prevBL>Angela at 16:13, 17 September 20242024-09-17T16:13:59Z<p></p>
<p><b>New page</b></p><div>'''Location'''<br />
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REPORTS > CQ Reports<br />
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'''Purpose'''<br />
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The Customer/Local Company Report provides a listing of revenue for generated by either renter customers or local companies. Use this report to monitor rental activity of individuals or local companies.<br />
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'''Options'''<br />
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:Select By – The report can select records by customer, company or customers by company type. This selection modifies some of the available options below.<br />
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:Sales Rep – Choose the sales representatives you wish to include in the report. This option is only available if you choose "Companies" in the Select By option above.<br />
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:Local Company Type - Choose the local companies you wish to include in the report. This option is only available if you choose "Customers by company type" in the Select By option above.<br />
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:Last rental occurred on or after – The starting date for the customers’ last rental. This option is only available if you choose "Customers" in the Select By option above.<br />
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:Last rental occurred on or before – The ending date for the customers’ last rental. This option is only available if you choose "Customers" in the Select By option above.<br />
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:List contracts closed on or after – The starting date for the contracts you wish to print on the report.<br />
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:List contracts closed on or before – The ending date for the contracts you wish to print on the report.<br />
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:Minimum of n rentals in contract date range – If the number of contracts in the "List Contracts…" range is less than this value, the customer is ignored.<br />
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:Sort – The report can be sorted by company or by sales representative. This option is only available if you choose "Companies" in the Select By option above.<br />
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'''Data Selection'''<br />
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If "Customers" is chosen in the Select By option, renters are selected by the following rules:<br />
:*The renter’s last name is within the report’s name range.<br />
:*The renter’s last rental date is within the report’s date range.<br />
The renter’s contracts are then selected by the following rules: <br />
::*The contract is closed.<br />
::*The contract’s report date is within the report’s date range.<br />
::*The contract’s renting location is selected in the reporting lists.<br />
::*The contract’s product is selected in the Product list.<br />
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If "Companies" is chosen in the Select By option, contracts are selected by the following rules:<br />
:* The contract is closed.<br />
:* The contract’s report date is within the report’s date range.<br />
:* The contract’s report location is selected in the reporting lists.<br />
:* The contract’s company is within the report’s company range.<br />
:* The contract’s product is selected in the Product list.<br />
[[Category:Bluebird]]</div>BL>Angela