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Report that shows optional fields (ie damage waiver) totals by salesperson?

Lora C. shared this idea ago

Completed

I've scoured the fields I can choose for custom reports, and cannot figure out how to get a total number of damage waivers sold, broken down by salesperson, so we can more easily pay commissions.

Is this possible?

I like this idea

Comments (3)

IO S. ● 7 years ago

It's not currently. I'll talk with the team about adding some reporting tools related to these new fields.

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Lora C. ● 7 years ago

Any progress on this? What would be the most efficient way to figure this out?

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Cody S. ● 7 years ago

This was added with a recent release. The custom fields are at the bottom of the list of available fields when running a report.

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Lora C. ● 4 years ago

We can only see a "yes" or "no", not total amounts for that optional field. What do we need to do differently?

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Susan M. ● 4 years ago

I created a new report called Optional Incidental Damage Waiver Report...see if that's what you are looking for ...just put in the dates you are looking for and run the report

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Jason H. ● 4 years ago

It includes all of the extra charges but i guess we can upload a csv file and filter. thank you

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Jason H. ● 4 years ago

Acrtually, it only pulled out 4 total events with optional waivers, and we have many, many more than that.

https://rental.software/myaccount/exportleads.php?report_output=html&export_id=54049&preset=none&organization=&status[]=3135&status[]=5181&status[]=7227&status[]=9273&status[]=13913&status[]=14013&status[]=14911&date=1%2F1%2F2021 - 1%2F1%2F2022&book_date=&modified_date=&create_date=&lastactivity_date=&lastcontact_date=&payment_date=&delivery_date=&return_date=&shift_date=&keyword=&selected_pay_dates=&selected_book_dates=&eventname=&eventcity=&eventstate=&eventzip=&eventcounty=&ref=&id=&qp=&dt=&venue=&loc=&filter_email=&phone=&ctype=&task=&email_template=&adwords=&vendor=&country=&position=&fee=&autobook=&attachment=&survey=&paytype=&tag=&rental=&cat=&cust=&worker=&salesrep=&total=&custom=&pay=&due=&selected_rentals=&selected_locations=&selected_salesrep=&selected_qpage=&selected_customertype=&selected_deliverytype=&selected_category=&selected_custtags=&rowsort=&rowdir=DESC

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Jason H. ● 4 years ago

See attached

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Susan M. ● 4 years ago

It's only bringing up the damage waivers for me...what dates are you running? Let me try it

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Lora C. ● 4 years ago

Jan 1 2021 to Jan 1 2022

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Susan M. ● 4 years ago

I think you would be better off running this in the new software. I put in the dates...added the "completed" status (the damage waiver filter is already built into the report) and ran the report on the leads page and take a look at my screen shot

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