You can produce a report that will list the transaction of loan vehicles on fleet by registration number or a date.
To produce a loan transaction report:
From the Autoline Main Menu, select the CRM option.
The CRM Menu is displayed.
Select the Reports & Enquiries option.
The CRM Reports and Enquiries Menu is displayed.
Select the Loan vehicle reports option.
The Loan Vehicles Management Reports Menu is displayed.
Select the Find loan transaction option.
The Find Loan Transaction form is displayed.
Complete the form and click OK.
The report is compiled and output in the selected format
This form is displayed when you select the Find loan transaction option from the Loan Vehicles Management Reports Menu. It enables you to produce a report listing the transaction of loan vehicles on fleet by registration number or a date.
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.
Vehicle registration: Registration of the vehicle, or blank for all vehicles
Note: This field is case-sensitive so care must be taken when entering the registration number.
Date: Date for transactions or click the Ellipsis button
to select
PUSH BUTTONS:
OK: Outputs the report in the selected format
Cancel: Returns you to the 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
