Operator Entry Report
Purpose
The Operator Entry Report displays bookings made by each operator. This report is useful for tracking an operator’s bookings and may contribute to tracking KPI’s and individual sales targets. The report includes the total rental value and any balance due.
Accessing the Report
To open the Operator Entry Report follow the steps below:
Reports > Daily Activity Reports > Operator Entry Report
Parameters
The table below describes parameters that can be used when generating the Operator Entry Report.
Pickup Location | Can be run for ‘All Locations’ or a selected location |
Region | Report can be run by Region if required |
Brand | Can be selected for "All Brands" or a selected brand if required |
Operator | Select ‘All Operators’ or an individual operator - eg - Knowledge Base User |
Booking Date | Booking date range for the report |
After selecting the parameters, click "View" to run the report.
Example
The report will show all bookings (allocated and unallocated) that have been entered by the Operator for the period.
Fields
Res # | The booking number – click on the Red booking number to view the booking summary |
Update | Click on the ‘Update’ button to open and update the booking |
Category | The vehicle category associated with the booking |
Vehicle | The assigned vehicle |
Pickup | The pickup location for the booking |
Pickup Date | The pickup date for the booking |
Drop Off | The dropoff location for the booking |
Drop Off Date | The dropoff date for the booking |
Customer | Customer name |
Company | The company the customer is associated with if applicable |
Date Entered | The date the booking was entered into RCM |
Entered/Converted | Name of the operator who entered the booking or converted the quote |
Quote Entered | The name of the operator who created the quote (if a quote was created) |
Rental Value | The total value of the booking |
Balance Due | The balance owing on the booking |
Source | The rental source of the booking |
Agency | The agency associated with the booking if applicable |
Points to Note
The report includes allocated and unallocated bookings but does not include cancelled or maintenance bookings.
The date range for the report is based on the date the booking was made, not the pickup date.
Printing/Exporting
Click here for details on how to print or export a report from RCM.
Relevant Links
- Operator Sales Report
- Operator Sales By Source
Important Articles
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