Referral Bookings Report
Purpose:
The Referral Bookings Reports allows you to see a listing of bookings that have a referral saved against them. You are able to see any referral commissions associated with these bookings.
Accessing Referral Bookings Report:
Reports >> Monthly Financial Reports >> Referrals Commission Report >> Referral Bookings Report
Parameters/Filters:
Pickup Location | This report can be run for All Locations or a specific location. |
Region | This report can be run for All Regions or a specific region |
Brand | If the Branding function has been turned on within your RCM system, this report can be run for All Brands or a specific Brand. |
Referral | This report can be run for All Referrals or a specific Referral. |
Category Type | This report can be run for All Category Types or a specific category type |
Report Date Range Type | This report can be run for one of the following Date Range Types:
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Report Date Range | The date range that will be applied to the report. |
Bookings/Quotations | This report can be run for one of the following options in regards to including bookings or quotations:
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Example:
Res | The reservation number of the booking. Clicking on the red reservation number will open the Booking Details screen. |
Status | The Status of the booking. |
Reference # | The reference number that has been assigned to the booking. |
Referrer | The name of the referral saved against the booking. |
Referred By | The Referred By value that has been assigned to the booking. |
Customer | The name of the customer assigned to the booking. |
Category | The Vehicle Category that is assigned to the booking. |
Pickup | The Pickup Location assigned to the booking. |
Pickup Date | The Pickup Date assigned to the booking. |
Drop Off Date | The Drop Off Date assigned to the booking. |
Date Booked | The date the booking was created. |
# of Days | The number of days of the booking. |
Rental Revenue | The Rental Revenue for the booking. |
Average Rate | The average rate of the booking. This is the Rental Revenue divided by the Number of Days. |
Extra | The value of any extras that have been assigned ot the booking. The extras will only appear here if the "Apply Referral Commission" flag for the extra fee has been set to Yes. |
Total Booking | The Total Value of the booking. |
Commission | The Commission Amount which is payable to the referral. |
Printing/Exporting:
Click here for details on how to print or export a report from RCM
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