In the Autoline system, certain reports are provided as standard. However, user defined reports, enquiries, charts, graphs and documents can be set up and maintained using report generator, format stationery and ad-hoc enquiries. Advanced users can then attach these facilities to a user defined report menu if required.
Note: The options available will depend on user priority. Your priorities can be raised by your system administrator.
Tip: A quick way to access any option from the menu is to select the first letter on the keyboard, for example selecting F, will take you to the Fleet Detail contact sheets.
Report generator: Priority 5. This facility allows you to create your own reports from a combination of fields on the records. System-generated or user-entered fields can be used to provide detailed information in reports which you design. Therefore you are not forced to use the standard reports.
Enquiries: Priority 0. This facility allows you to construct queries which can be displayed, printed or the results entered into a graph. After the query has been formulated, it can be saved for future use. A query can be saved as a personal item or globally for all to use.
Customer letter templates: Priority 5. This facility allows you to edit or create customer letter templates. Each letter template can be Department specific. Templates can support bold, italics and underlined. If further formatting is required, the document can be formatted in an editor such as MS Word and copied back.
Print contact sheets: Priority 3. This facility allows you to print or re-print contact sheets for a single or multiple customer(s). If multiple customers are selected, you have further options which allow you to print contact sheets for today, tomorrow or a range of dates, all executives, a selection of executives in a department or a location.
Fleet Detail contact sheets: Priority 3. This facility allows you to print or re-print contact sheets for a single or multiple customer(s) that are attached to company(s). If multiple customers are selected then you have further options which allow you to print contact sheets for today, tomorrow or a range of dates, all executives, a selection of executives in a department or a location. These contact sheets will provide fleet details.
Overdue contact report: Priority 5. This facility allows you to print a report on all overdue contacts for branches, departments and sales executives.
Aftersales revenue analysis: Priority 0. This facility allows you to print reports on company, customer or vehicle aftersales transactions.
Campaigns: Priority 5. This facility allows you to create your own personalised CRM (Customer Relationship Management) campaigns, alternatively find and amend previously created campaigns to modify.
Database Cleansing: Priority 5. This facility allows you to run reports that allow you to cleanse your CRM database. Examples of reports are duplicate vehicles, customers or companies, incorrect vehicle, customer or company records, unattached vehicles, or transfer service or contact history.
Loan vehicle reports: Priority 0. This facility allows you to run reports on Courtesy and Demo vehicles. Examples of reports are Loan vehicles list, Find loan transaction, Loan vehicles out, Average loan duration, Loan vehicle utilisation, Vehicles monthly declaration, Loan charges by vehicle and Loan vehicles charges summary.
Contact Management Reports: Priority 1. This facility allows you to run management reports on customers such as Contact analysis, Source of Business analysis, Records created with no follow up or Unrealistic dates, Contacts terminated by sales, Customer visit analysis and vehicles in the Workshop that have Finance expiry agreements.
