WARNING CONCERNING OPTION PACKAGES

The use of Option Packages (not Option Bundles) may negatively impact this report. Please see the warning section at the end of the chapter, Overview - Option Discounts, Bundles and Packages for a more detailed explanation of the impact of the Option Package logic on this and other reports.

Using the selected date format, enter the starting date for RAs to be selected. Press RET to default to the current date.

The date range entered in Fields 1 and 2 can be the closing date, opening date, or closing DBR date of the RAs selected.Refer to Field 4, Date Type, below.

EXAMPLE: Type 081510 (RET)

Using your selected date format, enter the ending date for RAs to be selected. Refer to Field 4, Date Type, below.

EXAMPLE: Type 081810 (RET)

Enter up to 6 alphanumeric characters to indicate the Customers Pick-Up Location.
Enter:

1. Up to 6 alphanumeric characters to select a single location where the 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.

Note: Your user access may be limited as to the locations for which you can run this report. If your access is restricted and you attempt to enter a location or location group which is outside your allowed parameters, the following message will be displayed at the bottom of the screen and your selection will be ignored:

RESTRICTED REPORT LOCATION

EXAMPLE: Type TUS (RET)

C = The date range represents the RA closing date
O = The date range represents the RA opening date
D = The date range represents the RA closing DBR date

Y = Yes. Only those RA charge records within the date range that have been posted will be reported.
N = No. All RA charge records within the date range will be reported.

EXAMPLE: Type Y (RET)

6. EXCLUDE SOURCE CODE

If transactions with certain Source Codes are to be excluded from the report, enter the Source Code or Source Group Code here. Otherwise, leave this field blank.

To exclude transactions with one or more Source Codes, enter:

1. Up to 5 alphanumeric characters to select a single Source Code.
2. A Source Group Code representing several Source Codes (see the Chapter Edit Source Groups for details). Remember, the first character of a Group Name is the plus sign "+".

EXAMPLE 1: Type AAA (RET)

EXAMPLE 2: Type +GOV (RET).

It is possible on the Reservations screen to "sell" coverages and options to the customer while creating the reservation. With this in mind, enter as follows:

Y = Yes. In generating this report, CARS+ will check to see if any coverage or option was sold on a Reservation rather than on the RA Open screen. If any instances are found, the reservationist's sales will be listed under their employee code. Any additional sales made at the time of RA Open will be reported under the opening rental agent's employee code.

N = No. Do not check to see if any coverages or options were sold at the time of Reservation. Instead, assume that the opening Rental Agent made the sale of all coverages and options.

EXAMPLE: Type Y (RET)

Also see User Tip following Field 10 for additional controls over which employee receives credit for making a sale.

WARNING: It is possible for a contract to have some items sold at the time of reservation and other items sold at the time of opening the contract. This means if you have answered this question with "Y" for "yes", the RA will appear twice - once under the reservationist's employee code and again under the opening agent's employee code. Therefore, the total number of transactions at the end of the report may be greater than the number of transactions that actually occurred during the time period requested.

When items are included in a rate, the rental agent does not have the opportunity to sell the item. Use this field to choose how options that were included in the rate should be treated. Enter:

N = When calculating the percentage of sale for an item, do not include rentals whose rates include the item being reported. Furthermore, do not include the revenue allocated to that item from the inclusive rate.

Y = When calculating the percentage of sale for an item, report all rentals regardless of whether or not the item was included in the rate. Furthermore, include the revenue allocated to that item from the inclusive rate.

To illustrate: Assume that an employee opened 15 RAs; 11 included LDW through an inclusive rate. Out of the other 4 RAs, the agent sold LDW 1 time.

Entering “N” in this field would show the LDW revenue on just the 1 RA where the agent sold it, and the percentage of sales would be 25% (1 out of a possible 4.)

Entering “Y” in this field would show LDW revenue on 12 RAs (the 11 with the inclusive LDW plus the 1 from the agent’s sale) and the percentage would be 80% (12 out of a possible 15.)

EXAMPLE: Type Y (RET)

9. MINIMUM # OF RAs TO INCLUDE

Enter the minimum number of RAs that an employee must have opened in order to be included in this report.

EXAMPLE: Type 5 (RET).

Enter:

1 = Select by the employee who sold the items.
2 = Select by the employee who opened the RA.

EXAMPLE: Type 1 (RET)

User tip: If "1" is selected in this field (select by employee who SOLD the items), be aware that some RAs may be counted more than once, and thus artificially inflate the transaction count in the report grand totals. For example, assume that rental agent Mary opened a RA and sold LDW. Then the next day, the renter came in while John was on duty and he added the additional Uninsured Motorist coverage. Since both Mary and John sold items on the same RA, it will be listed under both employee codes.

L = Sort first by Location and then do a secondary sort by employee code.
2 = Sort by employee code.

13. FLEET TYPE

If fleet types are used, enter a single character representing a fleet type, or press (RET) to include ALL fleet types.

EXAMPLE: Type C (RET)

14. DO REVENUE SORTING

This field controls in what order the employees are listed. Enter:

Y = Sort by the employee's per day yield. That is, list the employees in highest to lowest order using the figure in the "Xtra$/Per Day" column. The employee with the highest yield to be listed first.

N = Sort the employees alphabetically by their employee code.

EXAMPLE: Type Y (RET)

Enter:

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

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)

/Per Day

Total of all revenue from the 4 items selected divided by the total rental days (chargeable days) of employee's RAs. This is the employee's per day yield.

T&M

This field is the Time and Mileage revenue (less discounts) on contracts opened or involving this employee.

RevPD

This field is the employee's average revenue per day. It is calculated by dividing T&M by rental days (chargeable days).

#RAs

Number of RAs in which this employee was involved which were sold the option in question (employee either opened the RA and sold the option in question, or or had that option added added to the RA while it was open).

REV

Total revenue generated by this employee for the option in question.

In the case of walk-ups this is the total T&M charges from contracts opened by this employee which did not have a reservation.

Prepaid Fuel: For Prepaid Fuel, this is the calculated value of the gasoline remaining in the vehicle when it was returned.

As an example, if pre-paid fuel is charged at $1.00 per gallon and it is sold on a vehicle with a 10 gallon tank, the following calculation is made if the vehicle returns with a quarter of a tank:

10 gallons X $1.00 = $10.00 Pre-Paid Fuel charge.

$10.00 Pre-Paid Fuel charge X 1/4 tank = $2.50 additional revenue

%ofOwn

Percent of this employee's RAs that were sold the option in question. This is the percent of penetration.

This is NOT calculated by taking the #RAs in column 2 and dividing it into the number of RAs that had the option sold (the first column in this section). Instead the number sold is divided by the number of RAs were a sale is possible. The number possible is NOT displayed on this report, it does appear on the Extra Revenue Report 1.

For example, if an employee opened 100 RAs in a given month but of those only 80 could have LDW sold on them (LDW was included in the rate or given free as a CDPID privilege on 20 of the RAs), selling LDW on 40 of them would be reported as a 50% penetration.

User Tip: Refer to the section on this same topic in the Extra Revenue Report chapter for an explanation of how inclusive rates are handled.

PerDay

This is the total revenue from this item divided by the total number of rental days for all contracts opened by this employee.

In the case of walk-ups the T&M revenue is divided only by the total of rental days on walk-up contracts.

#RAs

Number of upgrades sold. Remember, the system only considers an RA as an upgrade if BOTH the vehicle class and the rate have been changed.

REV

Total of the additional revenue earned due to the upgrades. This is determined by recalculating the total discounted T&M charges of each upgraded RA with the original reserved rates. This recalculated T&M is then subtracted from the actual discounted T&M revenue to arrive at the upgrade revenue.

#POSS

Number of employee's RAs opened from reservations. These represent the number of possible opportunities to sell upgrades.

PerDay

"Rev" divided by Rental Days

#RAs

Number of RAs included in the date range (and other selections chosen). Note that the number of RAs for the individual employees, if totaled, will likely be higher than this total. This is because some RAs are counted twice. For example, one employee may have opened the RA and sold an upgrade. Then while the RA was open, another employee may have sold LDW. This would cause the same RA to be counted twice in the detail: once for each employee.

Moreover, this number does not represent the number of RAs that could have options sold on them, see the discussion above.