This report lists courtesy vehicles used only during a specified period with a number of loans and number of days used, split between those reaching the maximum monthly insurance charge and the others.
Note: When the report has been run in display mode you can navigate to the Loan vehicles history by double-clicking the line.
To produce a vehicles monthly declaration 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 Vehicles monthly declaration option.
The Vehicles monthly declaration 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 Vehicles monthly declaration option from the Loan Vehicles Management Reports Menu. It enables you to produce a report listing courtesy vehicles used only during a specified period.
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.
Date (O for current period): 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 for the current period.
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
