1. START DATE

Using your selected date format, enter the Starting date. Press (RET) to default to the first day of the previous month. The date range enter in Fields 1 and 2 refers to the closing DBR date.

EXAMPLE: Press (RET)

2. END DATE

Using your selected date format, enter the Ending date. Press (RET) to default to the last day of the previous month.

Note: The size of the date range you can enter may be restricted by your system access level (see the Chapter on the program, Edit User Access). If you enter a date range that is larger than what is allowed for your account, the following message will appear at the bottom of the screen when you attempt to press F1 to start the report:

Employee Code REPORT DAYS LIMITED TOnnn

EXAMPLE: Press (RET)

3. LOCATION

Enter:

1. Up to 6 alphanumeric characters to select a single location where RAs were opened.

2. A Group Name representing several locations (see the Chapter Edit Group Names for a discussion on location groups). Remember, the first character of a Group Name is the plus sign "+".

3. Press RETURN to default to ALL locations.

EXAMPLE: Type TUS (RET)

4. START CDPID

Enter up to 10 alphanumeric characters to indicate a starting range of Corporate Discount ID numbers or press (RET) to default to FIRST.

EXAMPLE: Type 1234567890 (RET)

User tips:

Traditionally, CDPID numbers are assigned to corporate accounts. They may also be assigned to Vendor records. In some cases, both the renter on a RA and the vendor may have CDPID numbers. This report uses the renter's CDPID number when selecting RAs.

If you would prefer to have the report reference the Vendor's CDPID number instead, ask Thermeon's Customer Support Dept. to set up GVT record "VENDCDP".

5. END CDPID

Enter up to 10 alphanumeric characters to indicate an ending range of Corporate Discount ID numbers or press (RET) to default to LAST.

EXAMPLE: Type 1234567890 (RET)

6. SALES TERRITORY

Enter up to 3 alphanumeric characters to indicate a specific Sales Territory or press (RET) to default to ALL. (Sales Territories are user defined and can be entered on each Salesman's Record.) These are user defined.

Note: If a specific Territory is entered in this field, the report must be run for "ALL" salesmen. See Fields 9 and 10.

EXAMPLE: Type CAL (RET)

7. START MARKET SEGMENT

A field in Edit Corporate Account Record can be used to define a category or market segment for that account record. Examples are 'COR' for corporate, 'GOV' for government, or 'LEI' for leisure.

Enter up to 3 alphanumeric characters to indicate a beginning range of Market Segments. Or, press (RET) to default to the FIRST Market Segment.

EXAMPLE: Type COR (RET)

8. END MARKET SEGMENT

Enter up to 3 alphanumeric characters to indicate an ending range of Market Segments. Or, press (RET)to default to the LAST Market Segment.

EXAMPLE: Type COR (RET)

9. START EMPLOYEE

Enter up to 6 alphanumeric characters to indicate the first Employee Code of an individual sales person to be reported or press (RET)to default to the FIRST one. Codes entered here must already exist in the User Access File File.

EXAMPLE: Press (RET)

Note: If a specific Territory is entered in Field 6, the report must be run for "ALL" salesmen. A change from the defaults is not allowed in the Salesman fields.

NOTE: For CARS+ installations using the Customer Salesman logic and who have GVT record “CUSSLM” set up, this field and the next accepts code from the Customer Salesman file. Refer to the chapter of this manual titled Edit Customer Salesman Number for more information on the Customer Salesman logic.

10. END EMPLOYEE

Enter up to 6 alphanumeric characters to indicate the last Employee Code of an individual sales person to be reported or press (RET)to default to the LAST one. Codes entered here must already exist in the User Access File.

EXAMPLE: Press (RET)

Note: If a specific Territory is entered in Field 6, the report will be run for "ALL" salesmen. A change from the defaults is not allowed in the Salesman fields.

11. SORT ORDER

Enter one alpha character to select the sequence in which you wish to have the data listed. The accepted values for this field are:

1 = CDPID number (Corporate Discount Plan ID)

2 = Salesman first, then by CDPID number

3 = Territory, then by Salesman, then by CDPID number

4 = Opening Location, then by CDPID number

5 = Market Segment, then by CDPID number

EXAMPLE: Type 2 (RET)

User Tip: When sorted by choices 1, 4, or 5, a final sort is provided for all RAs within the requested parameters that do not have a CDPID number with a salesman code.

Y = Yes, include only posted RAs in the report.
N = No, RAs can be included whether posted or unposted.

13. DETAIL/ SUMMARY

Enter one alpha character to select the report format.

D = Detailed Report
S = Summary Report

EXAMPLE: Type D (RET)

14. PAGE BREAKS

This field determines whether or not there should be a page break between primary sorts. In other words, if the sort criteria chosen in Field 11 was "2" (Salesman, then by CDPID number) a new page (page break) would be used to begin each salesman's part of the report.

Y = Yes, begin a new page for each change in primary sort

N = No, don't begin a new page.

EXAMPLE: Type N (RET)

15. PRINT/ DISPLAY/CSV

Enter:

P = Print a hard copy of this report on your terminal's assigned printer or send it as an e-mail. See the Edit Terminal Record Chapter for instructions on how to assign printers and e-mail reports.

D = Display this report on the terminal screen.See the General Data Entry Instructions Chapter on how to control the screen display.

C = CSV. In order to get the CSV file, you must first use Change User Environment to set your CARS+ Report Printer to a value that causes the output to be opened or saved as a file. The current CARS+ Report Printer setting is displayed to the right of this field on the same line. Please refer to the chapter for Edit Terminal Records or Change User Environment for more information on setting up printing to a file and/or opening a file in the default program for that file.

EXAMPLE: Type P (RET)