Generating a Reservation Summary Report

The Reservation Summary Report provides a list of reservation that were created by a certain user on a certain date/date range.

NOTE: The Reservation Summary Report is only available to limousine companies whom have subscribed to the Advanced Accounting Toolkit module in Limo Anywhere.

  1. Click on the 'Reports' icon on the toolbar.
  2. Find the Reservation Summary Report creation box (5th option from the top in the right hand column).
  3. (OPTIONAL) Select 'Exclude Pending Reservation' by clicking the check box if reservations in Pending status are not to be reported on.
  4. (OPTIONAL) Select the order by which the reservations are to be displayed by selecting 'Date Created', 'PU Date' (pick up date), or 'Conf #' (confirmation number) in the 'Sort By:' drop down list.
  5. Select in the 'By User:' drop down list if the report is to be created for 'All Users', or a specific System User.
  6. Enter the date range in 'Date From' and 'Date To'.
  7. Click the 'GENERATE REPORT' button.


For more information on the Advanced Accounting Toolkit please see the Knowledge Base article 'Advanced Accounting Toolkit' or call your sales representative.

 
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