https://wiki.barscloud.com/index.php?action=history&feed=atom&title=Daily_Transaction_ReportDaily Transaction Report - Revision history2026-04-13T04:54:22ZRevision history for this page on the wikiMediaWiki 1.39.0https://wiki.barscloud.com/index.php?title=Daily_Transaction_Report&diff=559&oldid=prevAngela: 1 revision imported2024-09-18T11:39:24Z<p>1 revision imported</p>
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<td colspan="1" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 11:39, 18 September 2024</td>
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</td></tr></table>Angelahttps://wiki.barscloud.com/index.php?title=Daily_Transaction_Report&diff=558&oldid=prevBL>Angela at 16:14, 17 September 20242024-09-17T16:14:06Z<p></p>
<p><b>New page</b></p><div>'''Location'''<br />
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REPORTS > Management Reports > Sales & Marketing<br />
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'''Purpose'''<br />
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The Daily Transaction Report tracks each employee’s contracts along with upsells, discounts and coverage sales.<br />
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'''Options'''<br />
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:Rental Days – Use the number of days charged on the T&M rate or the actual number of days the vehicle was on rent.<br />
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: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.<br />
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: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.<br />
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:Summary Only – If this box is checked, the report will only show total lines without contract details.<br />
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'''Buttons'''<br />
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Add – Moves a charge from the left list to the right list. The charge will be included in the report.<br />
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Delete – Moves a charge from the right list to the left list. The charge will not be included in the report.<br />
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'''Data Selection'''<br />
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Contracts are selected by the following rules:<br />
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:* The contract is not pending.<br />
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:* The contract’s date out is within the report’s date range.<br />
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:* The contract’s location out is selected in the reporting list boxes.<br />
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:* The contract’s renting employee is within the report’s employee range.<br />
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:* The contract’s product is selected in the Product list.<br />
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:* The contract’s renter has a VIP number, and the "VIP Rentals" option is not set to exclude VIP rentals.<br />
[[Category:Bluebird]]</div>BL>Angela