Reports

To access the reports section, click on Tools on the Taskbar then choose Reports. You then have a choice of Custom Reports, Salesperson Summary Charts, Vehicle Summary Charts or Period Summary Charts. Click on the report you want to view.

Custom Reports:

This page will give you an overview of Company activity based on the date parameter you set. To change the parameters of each report, under the heading of Jobs report choose whether you want Date of Enquiry/Date Booking was made/Date out/Date return. Choose your date parameters after setting your date formats. Then choose to turn on/off the Salesperson, Status, Payment, Driver Invoice Received and Output Data. The information for your chosen report will appear at the top of the page.

Salesperson Summary Charts:

Click on this feature and your screen will show charts of each Salesperson performance. You can change the parameters for this report by clicking on the boxes at the top of the page.

Vehicle Summary Charts:

Click on this feature and your screen will show the Sales achieved by each individual vehicle listed and used during the period of your report parameters. As above to change the parameters, click on the boxes on the top of the page.

Period Summary Charts:

Click on this feature and by changing the parameters in the three boxes at the top of your screen. The results will be shown on your screen.