Missed Rental/Sales Report

The Missed Rental Report should be printed monthly or quarterly, so that management will be aware of repeat customer requests for equipment or products. The report provides useful date range, and also division or region selection filters.

The report can be accessed from the REPORT button at the bottom of the Missed Rental Transactions by Product screen and can be printed for all or a specific reason code. Reason codes are setup in Missed Rental Codes.
The report can be printed in Product or in Product Class order. It can be printed for all missed opportunities, or for just missed Sales, or for just missed Rentals, and flags Unstocked products.

Missed Rentals are entered using Missed Rental Transactions by Product or by Missed Rental Transactions by Group.

Following are the prompts to produced the Missed Rentals/Sales Report:

FROM DATE

Accept a start date of 01/01/1901 or enter a preferred start date.

TO DATE

Accept today's date or enter a preferred ending date for the report.

DIVISION, "ALL" OR "SEL"

• Type ALL to include all divisions in the report.
• To print the report for a single division, leave this field blank for the Head Office Division, or enter a specific division code, or select a division from the drop-down list.
• Type SEL to select several specific divisions or divisions by Inventory region to include in the report, as outlined in Division Select By Region.

ALL REASONS

Check this box to include all Reason Codes in the report.

Uncheck this box to select a single Reason Code for the report.

REASON

Enter the desired Reason Code or select one from the drop-down list, as setup in Missed Rental Codes.

SORT ORDER

This filter only applies to the Print output, as the Excel output always defaults to Date order as it can be resorted using the spreadsheet tools.
For report output select one of:

• Select Date to sort the report in date order.
• Select Product Class to sort the report in class order.

PRODUCT TYPE

For both spreadsheet and report output, select one of the following types of missed transactions from the drop-down list:

• Select A to include all missed rental and sale transactions, excluding Unstocked products.
• Select R to only list missed rental opportunities for stocked products in your fleet.
• Select S to only list missed sales opportunities for merchandise that your firm stocks.
• Select U to list all missed rental and sale transactions including any Unstocked products.
  Unstocked products are clearly flagged as N in the 'Stock' column.

GROUP, "ALL" Or "SEL"

To use the Group selection filter for the spreadsheet output, choose one of the following:

• Type ALL to include all Groups in the output.
• Enter a single specific Group for the output, or select it from the Group Search window.
• Type SEL to make a selection of Groups to include in the output, as outlined in Select Groups.

Note: This filter is not available with the Report output option.

CUSTOMER OR "ALL"

To use the Customer selection filter for the spreadsheet output, choose one of the following:

• Type ALL to include all Customers in the output.
• Enter a single specific Customer number for the output, or select it from the Accounting Customer Search window.

Note: This filter is not available with the Report output option.

REPORT OPTIONS

This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?

Click the ACCEPT button to begin printing the report, or CANCEL to abort.