Loan Vehicles List Report

This report lists vehicles on fleet between the specified dates.

Note: When the report has been run in display mode you can navigate to the Loan vehicles history by double-clicking the line.

To run a Loan Vehicles List report:

1. From the Autoline Main Menu, select the CRM option.

   The CRM Menu is displayed.

2. Select the Reports & Enquiries option.

   The CRM Reports and Enquiries Menu is displayed.

3. Select the Loan vehicle reports option.

   The Loan Vehicles Management Reports Menu is displayed.

4. Select the Loan vehicles list option.

   The Loan Vehicles List form is displayed.

5. Complete the form and click OK.

   The report is compiled and output in the selected format

Loan Vehicles List Form

This form is displayed when you select the Loan vehicles list option from the Loan Vehicles Management Reports Menu. It enables you to produce a report listing vehicles on fleet between specified dates.

Output type: Select an output type for the report from one of the following:

• Print: Prints the report to the currently selected printer

• Display: Displays the report

• HTML: Outputs the report to file in Hyper-Text Markup Language (HTML) format, to be viewed via the default browser

Note: The default setting for Output type is Display.

From date (0 for all): Click the ellipsis button or enter the date you require the report to run from (if no date is entered the system selects all vehicles)

To date (O for all): Click the ellipsis button or enter the date you require the report to run to (if no date is entered the system selects all vehicles)

Include Retired vehicles: Select the box to include any loan vehicles that have been retired

Include types (or * for all): Type of vehicles you wish to select, for example D for Demo, or * (asterisk) to select all types of vehicles

Exclude types (blank if none): Any type of vehicles you require to exclude from this report, for example D for Demo, or blank to select all types

Include groups (or * for all): Group of vehicles you wish to select, for example A for Small vehicles, or * (asterisk) to select all groups of vehicles

Exclude groups (blank if none): Group of vehicles you want to exclude from this report, for example A for Small vehicles, or blank to select all groups (used with the Include groups field)

Branch (or blank for all): Click the drop-down button to select the branch.

PUSH BUTTONS:

OK: Outputs the report in the selected format

Cancel: Returns you to Loan Vehicles Management Reports menu without printing or displaying the report.

Help: Displays help on the current program

Schedule: Enables you to add this report to Timed operations through Configure schedule

Add to batch: Enables you to add this report to a batch of reports that can be run simultaneously either from the Batch Reports option in Report Generator or within Timed operations