1. REPORT TYPE

Enter 1 numeric character to select the report type. Press RET to default to 1. Please refer to the chart at the end of this chapter for details on which data fields print for each Report Type.

1 = Personal Data Report.

2 = Sales Data Report.

3 = Credit Card Data Report.

4 = Employer Data Report

5 = Ticket/Damage Data Report

EXAMPLE: Type 2 (RET)

2. SORT ORDER

Enter 1 numeric character to select the sort order. Press RET to default to 1.

1 = Numerical by Customer Number.

2 = Alphabetical by the customer's last name.

3 = Numerical by Customer Number within Customer Type groupings.

4 = Alphabetical by the customer's last name within Customer Type groupings.

EXAMPLE: Type 4 (RET)

3. CUST TYPE(S)

You may select up to three Customer Type Codes to restrict the report to customers of interest. Press RET to default to All Customer Types.

EXAMPLE: Type DB,INS,DLR (RET)

User tip: If more than one type is entered, separate them with a comma, no spaces, just as shown in the "Example" above.

4. NUMERIC OR ALPHA #'S

Enter one of the following words to select the form of Customer Number to be included on the report. Press RET to default to ALL.

NUMERIC = Only list customers that have fully numeric Customer Numbers.

ALPHA = Only list customers that have at least one alpha character in the Customer Number.

ALL = List customers with either form of Customer Number.

EXAMPLE: Type NUMERIC (RET)

5. START CUST #

Enter up to 6 alphanumeric characters to indicate the Starting Customer Number. Press RET to default to the First customer on file.

EXAMPLE: Type 101 (RET)

6. END CUST #

Enter up to 6 alphanumeric characters to indicate the Ending Customer Number. Press RET to default to the Last customer on file.

EXAMPLE: Type 5000 (RET)

7. START NAME

Enter up to 18 alphanumeric characters to indicate the Starting Customer last name. Press RET to default to the First last name on file.

EXAMPLE: Type A (RET)

8. END NAME

Enter up to 18 alphanumeric characters to indicate the Ending customer last name. Press RET to default to the Last name on file.

EXAMPLE: Type MASON (RET)

9. YTD SALES FROM

Enter in dollars and cents the beginning Year-To-Date Sales cutoff amount. Press RET to default to Zero.

EXAMPLE: Type 250.00(RET)

Customers with a YTD amount less than the amount entered into this field will not appear on the report.

10. YTD SALES TO

Enter in dollars and cents the ending Year-To-Date Sales cutoff amount. Press RET to default to $9,999,999.99.

EXAMPLE: Type 1000.00(RET)

Customers with a YTD amount greater than the amount entered into this field will not appear on the report.

11. START ENTRY DATE

Using your selected date format, enter the Starting Entry Date. Press RET to default to "EARLIEST".

EXAMPLE: Type 010104(RET)

Customers who were first entered into the Customer File on a date earlier than the one entered here will not appear on the report.

12. END ENTRY DATE

Using your selected date format, enter the Ending Entry Date. Customers who were first entered into the Customer File on a date later than the one entered here will not appear on the report. Press RET to default to “LATEST” (the current date).

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 TO nnn

EXAMPLE: Type 033104(RET)

13. MIN. TIMES RENTED

Enter up to 4 numeric characters to indicate the minimum number of Rental Times. Customers with Times Rented that are less than the number entered here will not appear on the report. Press RET to default to zero.

EXAMPLE: Type 2(RET)

14. PRINT/ DISPLAY

Enter:

P = Print a hard copy of this report on your terminal's assigned printer. See Edit Terminal Records Chapter for instructions on how to assign printers.

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

C = CSV (this option is only available if the Report Type in Field 1 = "1" - personal data). 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.

User Tip: The difference between CSV in this field vs Flat File in the next field. The Create Flat File option (Field 15) should only be used by operations running CARS+ on their own hosted servers. For users using CARS+ Internet, use the CSV option (this field) as the resulting file will be delivered to your PC.

EXAMPLE: Type P (RET)

15. CREATE FLAT FILE

Use this field to write the selected Customer data to a file. This file can then be imported into an external application such as a spreadsheet or mail-merge program. This field works in conjunction with the next field to generate the specific file type desired.

N = No, a export file will not be created.

Y = Yes, an export file will be created. For instructions on how to pick up this file, please contact Thermeon Customer Support.

User tip: Regardless of which Report Type is selected, the data written to the file will be the data for Report Type 1 (Personal Data). Please refer to the chart at the end of this chapter for details on which data fields are included in Report Type 1. If a Report Type other than "1" is selected, and that report type imposes additional filters on the data reported (for example, Report Type 5 only includes customer records with accident and/or damage data), the export file will include only those customer records.

16. FIELD DELIMITER

This field works in conjunction with the field above to determine the format of the export file. Selections are:

S = Spaces. Data fields will be separated by spaces.

T = Tab. Data fields will be separated by a single tab character.

C = Comma. Data fields will be separated by a comma. If the data within a field contains a comma, the data will be enclosed in quotes. This is the standard rule for Comma Separated Value (CSV) files. For example, an address field with a comma in it would be written to the file as: "Route 1, Box 3"

17. BAD CUSTOMER

Y = Include in this report customers marked as “bad”.

N = Exclude in this report customers marked as “bad”

O = Select only those customers marked as “bad” for this report.

EXAMPLE: TypeN (RET)

Note: A “bad” customer is one whose customer record reflects the customer type “BAD” or whose customer type indicates that rentals are not allowed as defined in the Edit Valid Customer Type File.

18. INCLUDE OPT OUT CUSTOMERS?

The "Opt Out" field in the Customer file allows a block to be in effect at the request of the customer. Customer records that have the field set to "Y" can be excluded from the Selected Customer Reports and the Selected Customer Labels programs. Enter:

Y = Yes, include customer records regardless of their Opt Out preference.

N = No, do not include those customer records flagged with the Opt Out block.

EXAMPLE: Type N (RET)

19. ADDRESS TYPE

This field will display only when the Extended Address feature is activated.

Enter two numbers to indicate the Address Type to be printed or press Enter to accept the default of ALL.

If the Extended Address record is available, the contents of the Street field will print in place of Address 1 and the contents of the Apartment field will print in place of Address 2.

EXAMPLE: Type 02 (RET)

Report Type 1
Personal Data

Based on the selection criteria made on this screen, all matching customer records will be reported.

Report Type 2
Sales Data

Based on the selection criteria made on this screen, all matching customer records will be reported.

Report Type 3
Credit Card Data

In addition to the selection criteria made on this screen, only those customer records with credit card data will be reported.

Report Type 4
Employer Data

In addition to the selection criteria made on this screen, only those customer records with employer data will be reported.

Report Type 5
Ticket/Damage Data

In addition to the selection criteria made on this screen, only those customer records with ticket and/or damage data will be reported.

Line 1

• Customer Type
• Customer Number
• Last Name
• Address 1
• City
• Customer Phone
• Driver's License #
• Privacy Choice

Line 2

• First Name*
• Address 2
• State
• Zip (Post Code)
• Work Phone
• DL Expire Date
• DL State

Line 3

• Email Address
• Contact 1
• Date of Birth

*If Extended Name feature is activated and
Extended Name field is not blank, first 30 characters of Extended Name will print in place of First Name.

Line 1

• Customer Type
• Customer Number
• Last Name
• Address 1
• City
• Customer Phone
• Cell Phone
• Date of Birth
• Balance Method
• Finance Charge Flag
• Discount Percent
• Privacy Choice

Line 2

• First Name*
• Address 2*
• State*
• Zip (Post Code)
• Entry Date
• Last Activity Date
• Times Rented
• Credit Limit
• Salesman
• Balance
• Statement Cycle
• Terms Code
• Tax Code

Line 3

• Email Address
• Last Payment Date
• Last Payment Amount
• Sales Year-to-Date
• Sales Period-to-Date
• Credit Rating

*If Extended Name field is not blank, first 56 characters of Extended Name will print in place of First Name, Address 2 and first 3 characters of State.

Line 1

• Customer Type
• Customer Number
• Last Name
• First Name
• Credit Card Name
• Credit Card Number
• Credit Card Expire Date
• Credit Rating
• Customer Phone
• Employer Phone
• Entry Date
• Privacy Choice

Line 2

• Extended Name (if not blank)

Line 1

• Customer Type
• Customer Number
• Last Name
• Bill-to Number
• Employer Name
• Employer Address
• Employer Phone
• Entry Date
• Privacy Choice

Line 2

• First Name*
• Contact 1
• Employer City
• Employer State
• Employer Zip
• Customer Phone

*If Extended Name field is not blank, first 42 characters of Extended Name will print in place of First Name.

Line 1

• Customer Type
• Customer Number
• Last Name
• First Name
• Number of Tickets
• Last Ticket Date
• Number of Accidents
• Last Accident Date
• Driver's License #
• Driver's License State
• Customer Phone
• Employer Phone
• Entry Date

Line 2

• Extended Name (if not blank)