Contract Reports

summary_128_hotOne of the basic reports in Rental Vision is the Contract Report. This is a report that describes what is on a contract or group of contracts. Contract Reports can be used for delivery and pickup reports, customer statements showing what has been rented by a customer over a specific time frame, and reservation reports that show what items are being reserved. A Contract Report can be produced from the following areas:

Calendar Count Popup

Customer Contract History and Current Activity

Equipment Contract History

Contract Reports from the Contract Center

Day Totals

[hozbreak]

Contract Report Settings

From the Rental Vision menu, select Settings

Select the Contract Reports tab.

From the left side explorer bar, select the Contract Report to customize based upon where it is accessed.

Using the check boxes, select the options you want on the report.

Enter the Report Title and Report Subtitle.

Enter the maximum number of contracts per page.  If you want the report to break based upon page size, select zero.

[hozbreak]

Contract Reports from the Contract Center

Date Out. Select a range of dates.

Date In. Select a range of dates.

Contract Types. Select a single contract type.

Options. Using the check boxes, select the options you want on the report. Enter the Report Title and Report Subtitle. Enter the maximum number of contracts per page.  If you want the report to break based upon page size, select zero.

Report Type. Check which type of report to view.

Departments. Select which departments to search through. The default is all departments.

Refresh. Select Refresh when you have finished making your specifications.

Publish. Select to Preview or Print the report or to open it on an Excel spreadsheet.

[hozbreak]

Table of Contents

© 2022