Customer Sales Report

Customer Sales Report

Purpose

The Customer Sales Report is used to help operators identify regular customers based on number of hires. This allows them to produce lists of their "best" customers.

This report is commonly used for email marketing purposes. The customer's email address is one of the fields shown in this report. Clicking on the customer's email will open your default email program with their address already in the recipients. Alternatively, you can copy and paste each email address of the customer's generated from this report to create an email campaign. 

Accessing the Customer Sales Report

Reports > Other Reports > Customer Sales Report



Parameters / Filters

Pickup Location or Region
Select either a location or region. When generating the report, if you have selected a region, this will override the location.
Brand
Select all or a pre existing brand.
Pickup Date
By default, the pickup date will range to the current date and one month previous, e.g. 8th March 2021 - 8th April 2021. The pick up to and from dates must be set to the current or past dates as only hired bookings will show on this report. See example below - 8th August 2020 - 8th April 2021.
More than (number of) Hires By:
  1. Company Name
  2. Customer Name
  3. No. Hires
  4. Sales
Depending on what you selected on the "Hires By" drop down, enter in the number that links these two filters together.

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

Example



Company
If applicable, the name of the company the customer is affiliated with.
First Name
The customer's first name.
Last Name
The customer's last name.
Email
The customer's email address.  As explained at the top of this article, clicking on the customer's email will open your default email program with their address already in the recipients. Alternatively, you can copy and paste each email address of the customer's generated from this report to create a email campaign.
City
The city or suburb recroded agaisnt the customer address. 
Membership #
If applicable, the customer's membership number.
No. of Hires
The number of times the customer has booked a vehicle. Clicking on the number in red text will take you to the customer sales detail drill down report.
No. of Days
The accumulated number of days for the customer's bookings.
Total Sales
The amount paid by the customer for the bookings.
Rental Revenue
The amount of Rental Revenue amount attributed to the total sales
Extra Revenue  
The Extra Revenue amount attributed to the total sales 

Clicking on the "No. of Hire" field record in red text will take you to the customer sales detail drill down report for that customer.


Reservation #
The reservation number of the booking.
Brand
If applicable, the brand that was saved against the booking.
Registration #
The registration number of the vehicle that was used in the booking.
Fleet # 
If applicable, the vehicle's fleet number.
Car Size
The vehicle category type.
Pickup Location
The booking's pickup location.
Pickup Date
The booking's pickup date.
Dropoff Date
The booking's dropoff date.
Booking Date
The date and time the booking was created.
No. of Days
The number of days the booking was for.
Rental Value
The rental value of the booking.
Extra Value
Any extra fees that were saved against the booking.
Total Value
The total value of the booking.

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



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