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The Loan Car History report lists your loan car bookings with the loaned date, customer details, registration status and booking details, and can be filtered by date range, registration or customer name. This article shows you how to run it from Workshop Reports.
Unlock Comprehensive Insights with our Loan Car History Report! Effortlessly Navigate through Data by Selecting a Date Range, Registration, Customer Name, or Date. This Detailed Report Provides a Comprehensive Overview, Including Loaned Date, Customer Information, Registration Status, and Booking Details. Gain Valuable Insights to Streamline Operations and Enhance Customer Experience! These steps should guide you through accessing and downloading the Workshop Reports, specifically the Loan Car History, with ease. 1. Navigate to Reports: Click on the "Reports Tab/Menu 2. Access Business Reports: In the Reports section, locate and click "Business Reports." 3. Select Workshop Reports: From the Business Reports menu, find and click on "Workshop Reports." 4. Choose Loan Car History: In the Workshop Reports section, look for "Loan Car History."
5. Set Date Range:
You'll see options to set a date range. Click on "Begin Date" and "End Date" to specify the period for the report.
6. Select Order:
Choose how you want the report to be ordered. Click on the appropriate option.
7. Generate Report:
Once all parameters are set, locate and press the green "Print" button to generate the report.
Download for Gold Customers:
If you're a Gold customer, you'll also see a yellow "Download" button. Click on it to download the report.
