Customer List Report

Customer List Report

Purpose

The Customer List provides an extract of all customers based on various criteria provided when generating the report. Note that the filters allow a wide range of options. Common use of the customer list is to produce email campaigns as well as see what customer's are currently on the mailing list. The option "Customers on Mailing List" refers to the Mailing List field when making a reservation on the Driver Details tab. Customer's have the option of not being sent marketing material if they opt out of this option.


This report's date range cannot be more than twelve months. If you need more data, you must run multiple twelve-month reports.

Accessing the Customer List Report

Reports > Other Reports > Customer List



Parameters / Filters 

Pickup location or Region
Select either a location or region. All Locations will be the default setting. When generating the report, if you have selected a region, this will override the location.
Brand
Select all or a pre existing brand.
Category
Select all or a single vehicle category.
Data In
Select on the drop list, what details from the customer you want to be shown in the report:
  1. Email Only (Selected for the example below)
  2. Email & Address 
  3. Mobile Only
  4. Mobile & Address
  5. Address
  6. N/A - Includes all of the above options
Country
Select all or a single country.
Customer Selection
Select either:
  1. All customers (Selected for the example below) OR 
  2. Customers on the mailing list
Source 
Select the rental source - i.e. how the customer booked the reservation, e.g. Online, Agent etc.
Agency
Select all or a single agency where the customer booked from. Selecting "All Agencies" will also include customers that didn't book from an agent.
Order By
You can decide whether you want the report to be ordered by:
  1. Last Name (Selected for the example below) OR
  2. Post Code
Booking Information 
You can decide if you want the report to:
  1. Exclude Booking Details (Selected for the example below)
  2. Include Booking Details
  3. Include Insurance
Booking Date
You can decide if you want the report to run results of bookings that were:
  1. Entered from a specific date (Selected for the example below)
  2. Being dropped off from a specific date
  3. Being picked up from a specific date
Dates From & To
Depending on what you selected on the options above, now set your date range by clicking on the drop down options or calendar. As mentioned, this report's date range cannot be more than twelve months. If you need more data, you must run multiple twelve-month reports.
Customer Status
You can decide if you want the report to include:
  1. Customers that are currently hiring a vehicle
  2. Hired customers only (Selected for the example below)
  3. Customers that haven't hired the vehicle yet
  4. Customers with pending quotations
No. Days Rented From
You can filter the customers that you want to see on this report by the number of days they have rented a vehicle for. Note that to include Non Revenue booking customers to the list, please set the number to 0.

Once you have set the Parameters / Filters, click "View" to run the report. 

Example



Field Descriptions

Company
If applicable, the company the customer is associated with will show under this heading.
ABN
If applicable, the customer's Australian Business Number will show under here.
Customer ID
The customer's ID within your RCM system.
Last Name
The customer's last name.
First Name
The customer's first name.
Email
The customer's email address.
Passport #
If applicable, the customer's passport # will show here.
Country
The country the customer lives in.
Mailing List
Includes whether the customer is subscribed to your mailing list.

Printing/Exporting

Click here for details on how to print or export a report from RCM.


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