View Notes Report
Purpose:
The View Notes report allows you to view all open notes against bookings for a location, operator and date range. This report can be run so you can group notes by the operator who entered the note, or the operator assigned to Follow Up the note. This makes it a useful tool in managing follow-ups.
Accessing the Report:
Reports >> Daily Activity Reports >> View Notes
Parameters:
Operator Location | Can be run for ‘All Locations’ or a selected location. |
Operator Updated or Follow-up Operator | The report can be run for the operator who created or made the last change to the note, or the operator that has been assigned as ‘Follow Up Operator’ for the note. |
Operator | Report can be run for all operators or an individual operator. |
Notes Status | The Status of the note. It can be set to "All", "Active" or "Closed". |
Notes Subject | The subject of the note |
Date Notes Entered | The date the note was entered. |
Example:
The report will show all open notes against bookings for the period selected.
Res# | The reservation number of the booking the note was made against. Clicking on this red Res Number will open the Booking Details screen. |
Category | The category of vehicle that the reservation was made against. |
Rego | The registration number of the vehicle against the booking, if the booking is allocated. |
Fleet# | The fleet number of the vehicle against the booking, if the booking is allocated. |
Pickup | The pickup location of the booking. |
| Last Name | The last name of the hirer. |
Date Entered | The date the note was created. |
Entered | The name of the operator who created the note. |
Follow Up | The name of the operator assigned to follow up on the note. |
Priority | The priority level of the note, this can be "Low", "Medium" or "High". |
Subject | The subject of the note. |
Notes | The content of the note. |
Agent Branch | The name of the Agency Branch against the booking. This field is hidden by default. |
Points to Note:
The Report does not include notes that have been closed.
When running the report by ‘Follow-up Operator’, notes without a Follow-up Operator assigned will not be included in the results.
Note subjects can be entered via System Parameters>Note Subject – Please follow the Relevant Link at the bottom of the page for more information on note subjects.
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