What booking & hire reports are available?
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 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. |
- 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.
- 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 or 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?
BH02, BH99