Difference between revisions of "What booking & hire reports are available?"
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Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == There are a variety of standard {{BH}} reports available to you. == More Information == Go to {{Menu|{{BH}}|Booking & Hire Report Generator}}. * C...") |
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== Summary == | == Summary == | ||
| − | There are a variety of standard {{BH}} reports available to you. | + | There are a variety of standard {{BH}} reports available to you. |
== More Information == | == More Information == | ||
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{{Information|text=Reports issued as standard will be listed along with any specific reports you may have requested to be created for your business.}} | {{Information|text=Reports issued as standard will be listed along with any specific reports you may have requested to be created for your business.}} | ||
| − | * Select a report and click {{Button|Start}}. | + | * Select a report and click {{Button|Start}}. |
== Daily Collections & Daily Returns == | == Daily Collections & Daily Returns == | ||
| − | * Enter the date the booking is due out or due in to produce a check sheet per booking. | + | * Enter the date the booking is due out or due in to produce a check sheet per booking. |
* Enter the {{DataPrompt|Booking Status}} e.g. {{DataValue|CON}} - Confirmed or click the drop down to select a status. | * Enter the {{DataPrompt|Booking Status}} e.g. {{DataValue|CON}} - Confirmed or click the drop down to select a status. | ||
* Click {{Button|Start}}. | * Click {{Button|Start}}. | ||
| Line 23: | Line 23: | ||
== Future Collections & Future Returns == | == Future Collections & Future Returns == | ||
| − | * Enter the date range, for which bookings are due out or due in, to produce a check sheet per booking. | + | * Enter the date range, for which bookings are due out or due in, to produce a check sheet per booking. |
* Enter the {{DataPrompt|Booking Status}} e.g. {{DataValue|CON}} - Confirmed or click the drop down to select a status. | * Enter the {{DataPrompt|Booking Status}} e.g. {{DataValue|CON}} - Confirmed or click the drop down to select a status. | ||
* Click {{Button|Start}}. | * Click {{Button|Start}}. | ||
| Line 30: | Line 30: | ||
* Click {{Button|Print}} to print the report. | * Click {{Button|Print}} to print the report. | ||
| − | |||
== Booking Summary by Date & Booking Summary by Curr Status == | == Booking Summary by Date & Booking Summary by Curr Status == | ||
* Enter the date range to view bookings starting within the range specified. | * Enter the date range to view bookings starting within the range specified. | ||
| − | ** The {{DataValue|by Date}} version will list bookings in order of booking start date whereas the {{DataValue|by Curr Status}} version will list them split by their current status and then by booking start date. | + | ** The {{DataValue|by Date}} version will list bookings in order of booking start date whereas the {{DataValue|by Curr Status}} version will list them split by their current status and then by booking start date. |
* Specify a customer or range of customers if required. | * Specify a customer or range of customers if required. | ||
* Specify a {{DataPrompt|Booking Status}} or range of statuses if required. | * Specify a {{DataPrompt|Booking Status}} or range of statuses if required. | ||
Revision as of 06:31, 27 March 2019
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
There are a variety of standard Booking and Hire reports available to you.
More Information
Go to " Booking and Hire Booking & Hire Report Generator".
- Click [List] to see all available reports.Each are explained below.
 | Reports issued as standard will be listed along with any specific reports you may have requested to be created for your business. |
- Select a report and click [Start].
Daily Collections & Daily Returns
- Enter the date the booking is due out or due in to produce a check sheet per booking.
- Enter the "Booking Status" e.g. 'CON' - Confirmed or click the drop down to select a status.
- Click [Start].
This will list items required/due in with space to tick them out or in and make any brief notes e.g. damage noted.
- Click [Print] to print the report.
Future Collections & Future Returns
- Enter the date range, for which bookings are due out or due in, to produce a check sheet per booking.
- Enter the "Booking Status" e.g. 'CON' - Confirmed or click the drop down to select a status.
- Click [Start].
This will list items required/due in with space to tick them out or in and make any brief notes e.g. damage noted.
- Click [Print] to print the report.
Booking Summary by Date & Booking Summary by Curr Status
- Enter the date range to view bookings starting within the range specified.
- The 'by Date' version will list bookings in order of booking start date whereas the 'by Curr Status' version will list them split by their current status and then by booking start date.
- Specify a customer or range of customers if required.
- Specify a "Booking Status" or range of statuses if required.
- Click [Start].
This report will summarise each booking and show the payments made and balance due along with the invoice number, if the booking has been invoiced.
- Click [Print] to print the report.
See also
- How do I deal with a customer booking enquiry?
- How do I process a customer booking?
- How do I take a deposit for a customer booking?
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Tags
BH02, BH99
