What booking & hire reports are available?

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Summary

There are a variety of standard Booking and Hire reports available to you.

If you do not have any of the reports listed below please ensure your Platinum system is up to date by following this link to update your system: Downloading a Platinum update

More Information

Go to " Booking and Hire Booking & Hire Report Generator".

  • Click [List] to see all available reports. Each one is explained below.
Reports issued as standard will be listed along with any specific reports you may have requested to be created for your business.
Each report will output to screen by default. Once on screen you may click [Print] to output to your print record. If you wish to output the report to Excel; change the mode at the bottom left of your screen from "Document" to "Table". Press <Ctrl+P> to output to Excel. Once in Excel you are advised to save the result as an Excel Workbook into your chosen location.
  • 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 or due in with space to tick them out or in and make any brief notes, e.g. damage noted.

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 or due in with space to tick them out or in and make any brief notes, e.g. damage noted.

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.

Hire Item Income per Period

  • Select a range of "Hire Item types" to report on else leave blank for all.
  • Select a range of "Hire Items" to report on else leave blank for all.
  • Enter the date range to view bookings starting within the range specified.
  • Specify whether you wish to view "Invoiced" bookings, "Uninvoiced" bookings or "All".
  • Click [Start].

This report will list bookings per item to show the nett amount charged per item. It will also show the total for the booking itself and provide the percentage the item contributes to the overall booking.

The report will also provide sub-totals per item and item type.

Hire Item Frequency

  • Select a range of "Hire Item types" to report on else leave blank for all.
  • Select a range of "Hire Items" to report on else leave blank for all.
  • Enter the date range to view bookings starting within the range specified.
  • Specify whether you wish to view "Invoiced" bookings, "Uninvoiced" bookings or "All".
  • Click [Start].

This report will list each hire item to show the total number of days each has been hired for and the average number of days based on the number of bookings for the item.

The report will also provide sub-totals per item type.

Average Booking Period

  • Select a range of "Hire Item types" to report on else leave blank for all.
  • Select a range of "Hire Items" to report on else leave blank for all.
  • Enter the date range to view bookings starting within the range specified.
  • Specify whether you wish to view "Invoiced" bookings, "Uninvoiced" bookings or "All".
  • Click [Start].

This report will list each booking to show the Nett and Gross value per booking. This then provides an average for the period.

Age of Drivers (Lead Booker)

  • Enter the date range to view bookings starting within the range specified.
  • Specify whether you wish to view "Invoiced" bookings, "Uninvoiced" bookings or "All".
  • Click [Start].

This report will list each booking to show the age of the customer at time of booking. This is based on the "Date of birth" field on the [Invoicing] tab of the customer record.

This provides you with the spread of ages of customers making bookings which may provide useful information when considering marketing campaigns.

UK Geographic Spread & UK Geographic Spread - Summary

  • Enter the date range to view bookings starting within the range specified.
  • Specify whether you wish to view "Invoiced" bookings, "Uninvoiced" bookings or "All".
  • Click [Start].

These reports will list/summarise bookings per customer area based on the first two characters of the customer postcode.

Outside UK Geographic Spread & Outside GB - Summary

  • Enter the date range to view bookings starting within the range specified.
  • Specify whether you wish to view "Invoiced" bookings, "Uninvoiced" bookings or "All".
  • Click [Start].

These reports will list/summarise bookings per customer country.

See also


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Keywords AND Misspellings
booking report, hire report, deposits, hire items, due out, returns, check list, income, bookings
Tags

BH02, BH99